FIRST PUBLISH OCTOBER 2024
PATIENT ACCESS NOTES UPDATED 2024
IRELATE - Ans:✔✔-INTRODUCE - introduce yourself, your skill set, your professional certification & your
training.
REASSURE - project a professional image, make & maintain eye contact, acknowledge patients by name,
manage up.
EXPLAIN - what you will be doing & why, how long it will take, anticipated wait time for results, if
applicable
LISTEN - listen for questions & concerns, empathize with feelings, ask clarifying questions.
ANSWER - summarizing what the pt said, answering questions, addressing concerns & reduce anxiety by
explaining what you are going to do, check for understanding.
TAKE ACTION - perform appropriate tasks to address questions & concerns, keep pt informed & ensure
pt safety.
EXPRESS APPRECIATION - offer additional support & care, provide information about next caregiver, if
applicable, say "Thank you," ask, "Is there anything else I can do for you?"
CITY, STATE, ZIP CODE, COUNTY & COUNTRY - Ans:✔✔-What auto-populates when entering zip code?
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, ©GRACEAMELIA 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED
FIRST PUBLISH OCTOBER 2024
OTHER (tab), FREE TEXT EMPLOYER NAME - Ans:✔✔-If you can't find employer in Epic what do you load?
LINKS PT & GUARANTOR ADDRESS TO A FUTURE CHANGE & ONE AUTOMATICALLY UPDATES THE OTHER -
Ans:✔✔-What is the effect of entering "YES" in the address link field?
PRIVATE ENCOUNTER - Ans:✔✔-What must be asked for every encounter?
NO, WE INFORM THEM THAT THEY MAY RECEIVE A SURVEY CALL. - Ans:✔✔-Do we ask pt if they want a
survey call?
ORDERING PHYSICIAN - Ans:✔✔-Who is the attending physician?
OUTPATIENT - Ans:✔✔-What pt class is a walk-in lab?
HOSPITAL ACCOUNT NOTES - Ans:✔✔-Where do you enter comments or notes for each pt encounter?
MEDICAL RECORD NUMBER - PT IDENTIFIER - Ans:✔✔-What does MRN stand for & what is it used for?
HOSPITAL ACCOUNT RECORD - BILLING NUMBER - Ans:✔✔-What does HAR stand for & what is it used
for?
CONTACT SERIAL NUMBER - APPOINTMENT INFORMATION - Ans:✔✔-What does CSN stand for & what is
it used for?
LAST NAME, FIRST NAME, DOB, SEX, & SOCIAL SECURITY # - Ans:✔✔-What do you search for to find a pt
in Epic?
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