patientservices:medical_training_guide

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patientservices:medical_training_guide [2025/06/02 09:53] – [Follow-Up] christopher.helmoskipatientservices:medical_training_guide [2025/09/09 16:13] (current) – [Table] christopher.helmoski
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 ^ Day        ^ Start    ^ End      ^ ^ Day        ^ Start    ^ End      ^
 | Monday     | 7:30 AM  | 5:00 PM  | | Monday     | 7:30 AM  | 5:00 PM  |
-| Tuesday    | 7:30 AM  | 5:30 PM  |+| Tuesday    | 7:30 AM  | 5:00 PM  |
 | Wednesday  | 7:30 AM  | 5:00 PM  | | Wednesday  | 7:30 AM  | 5:00 PM  |
 | Thursday   | 7:30 AM  | 5:00 PM  | | Thursday   | 7:30 AM  | 5:00 PM  |
 | Friday     | Closed   | Closed   | | Friday     | Closed   | Closed   |
  
-**Walk-in clinic hours (Larimore only):** 
- 
-^ Day      ^ Walk-ins begin  ^ Walk-ins end  ^ 
-| Tuesday  | 5:00 PM         | 5:30 PM       | 
  
 ===== Provider availability and preferences ===== ===== Provider availability and preferences =====
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 **Provider availability:** **Provider availability:**
  
-^ Provider         ^ Location(s)                   ^ Days                                ^ Notes                      ^ +^ Provider         ^ Location(s)                   ^ Days                                  ^ Notes                      ^ 
-| Eric Lunn        | Grand Forks **and** Larimore  | GF: Mon, Tue, Wed \\ Larimore: Wed  |                            | +| Eric Lunn        | Grand Forks **and** Larimore  | GF: Mon, Tue, Thurs \\ Larimore: Wed  |                            | 
-| Lisa Bernhardt   | Grand Forks **only**          | -                                   |                            | +| Lisa Bernhardt   | Grand Forks **only**          | Tues, Wed, Fri                        |                            | 
-| Gail Halversion  | Grand Forks **only**          | Tue, Thu                            |                            | +| Gail Halversion  | Grand Forks **only**          | Tue, Thu                              |                            | 
-| Chris Harsell    | Grand Forks **only**          | Mon, Wed, every 3rd Fri             |                            | +| Chris Harsell    | Grand Forks **only**          | Mon, Wed, every 3rd Fri               |                            | 
-| David Sundberg   | Grand Forks **only**          | All except Tue                      | Does not work on Tuesdays  | +| David Sundberg   | Grand Forks **only**          | All except Tue                        | Does not work on Tuesdays  | 
-| Alicia Mack      | Grand Forks **only**          | -                                   |                            | +| Alicia Mack      | Grand Forks **only**          | Only Tuesdays                         |                            | 
-| Kristen Young    | Larimore **only**             | Mon - Thu                           |                            |+| Kristen Young    | Larimore **only**             | Mon - Thu                             |                            |
  
 **Teams visits:** **Teams visits:**
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 | Kristen Young   | Family Nurse Practitioner          | All ages                           | Well-child care, sports physicals, MAT \\ **NO** joint injections or OB care                 | | Kristen Young   | Family Nurse Practitioner          | All ages                           | Well-child care, sports physicals, MAT \\ **NO** joint injections or OB care                 |
  
-====== Medical appointment types ====== +===== Medical appointment types =====
- +
-==== Establish New Patient ==== +
- +
-  * **Duration:** 60 minutes for all providers, **except Christine Harsell (30 minutes)** +
-  * **Purpose:** For patients establishing care at Spectra, especially for medication management (mental health or chronic illness) +
-  * **Follow-up:** If the patient continues care, they will be assigned a primary provider +
-  * **Records:** Prior medical records must be faxed or sent if the patient was treated elsewhere +
- +
-==== MAT Intake (Medication Assisted Treatment) ==== +
- +
-  * **Initial Appointments:** Schedule with **Chris or Kristen** +
-  * **Use:** For new patients starting MAT +
-  * **Follow-up Appointments:** Use the “Follow-up MAT” type; can be scheduled with any provider **except Dr. Lunn and Gail** +
-  * **PCP Preference:** If the patient has a Spectra PCP, schedule with them when possible +
-  * **Frequency:** Typically every 28–30 days, depending on treatment plan +
-  * **Labs:** After check-in, send patient for **UA, mouth swab, and/or blood draw** +
- +
-**__Follow-Up:__** +
- +
-  * **Duration:** 30 minutes +
-  * **Use:** For returning patients, typically requested by their provider +
- +
-**__Office Visit:__** +
- +
-  * **Duration:** 30 minutes +
-  * **Use:** For acute issues, new concerns, or patients not previously seen at Spectra +
- +
-**__Physicals:__** +
- +
-  * **Duration:** 30 minutes +
-  * **Types & Notes:** +
-    * **Sports Physical:** Add “sports” in appointment notes +
-    * **DOT Physical:** Add “DOT” in appointment notes +
-    * **Yearly Physical:** Add “yearly” in appointment notes +
-    * **Women’s Physical:** Add “women’s” in appointment notes (e.g., breast exam, pap) +
- +
-**__Post-Hospital / Emergency Room Follow-Up:__** +
- +
-  * **Duration:** 30 minutes +
-  * **Eligibility:** For **established patients only**, unless approved by Charge Nurse +
-  * **Timing:** Should be scheduled within **7 days** of hospital or ER discharge +
-  * **Provider:** Schedule with the patient’s PCP +
- +
-**__New American:__** +
- +
-  * **Use:** For refugee patients referred by **Global Friends** +
-  * **Initial Visit:** +
-    * **Provider:** 60 minutes +
-    * **Lab/X-ray/Nurse:** 30 minutes +
-  * **Follow-Up:** Use “New American” appointment type for 30-day follow-up +
-  * **Ongoing Care:** Use regular follow-up appointment type after initial and 30-day visits+
  
 +^ Appointment Type              ^ Duration                          ^ Purpose / Use                                                         ^ Follow-Up / Notes                                                                                         ^
 +| Establish New Patient         | 60 min                            | For patients establishing care, especially for medication management  | Assign PCP if continuing care; prior records required                                                     |
 +| MAT Intake                    | Varies                            | For new patients starting MAT                                         | Schedule with Chris or Kristen; follow-up every 28–30 days; labs after check-in; avoid Dr. Lunn and Gail  |
 +| Follow-Up                     | 30 min                            | For returning patients                                                | Typically requested by provider                                                                           |
 +| Office Visit                  | 30 min                            | For acute issues or new concerns                                      | For patients not previously seen at Spectra                                                               |
 +| Physicals                     | 30 min                            | Routine physicals                                                     | Add type in notes: sports, DOT, yearly, women’s                                                           |
 +| Post-Hospital / ER Follow-Up  | 30 min                            | For established patients post-discharge                               | Schedule within 7 days; PCP only; Charge Nurse approval if new                                            |
 +| New American                  | 60 min (provider), 30 min (labs)  | For refugee patients referred by Global Friends                       | Use “New American” type for 30-day follow-up; regular follow-up after that                                |
 ===== Nurse visits ===== ===== Nurse visits =====
  
-**__Medical home visits__** +^ Visit Type ^ Duration ^ Details ^ Notes ^ 
- +| Medical Home Visits | | Care coordination | Always with a RN | 
-  * Care coordination  +| Standard Nurse Visit | 30 min | Any vaccine needed | Provider visit if more concerns; correct age-appropriate provider if behind on vaccines | 
-  * Always with a RN. +| Depo Shot | | | Schedule with Gail if outside 3-month window | 
- +| B-12 Injection | | | | 
-**__Standard nurse visit__** +| Stitch Removal | | | Ask where stitches are located | 
- +| Blood Pressure Check | | | Approved by nursing if walk-in | 
-  * 30-minute appointment scheduled as a //Nurse Visit// +| Tb Skin Test | | | | 
-  * Any vaccine needed. If more concerns, they will need a provider visit. If behind on vaccines, they should be seen with the correct age-appropriate provider. +| New American Initial Visit | 60 min | | | 
-  * Depo shot: If they are still in their 3-month window. If not, schedule with Gail. +| TTS - Smoking Cessation | | | With certain nurses | 
-  * B-12 injection +| Lab | | | Schedule as Walk-in Shlab | 
-  * Stitch removal – be sure to ask where stitches are located. +| UA | | | | 
-  * Blood pressure check – if approved by nursing if it’s a walk-in. +| INR | | | | 
-  * Tb skin test. +| MAT | | | UA/mouth swab/blood draw before provider visit; automatically send to lab | 
-  * New American initial visit: 60-minutes +| Outside Lab Orders | | | Fax to Spectra Health before scheduling or bring paper orders to appointment | 
-  * TTS- smoking sensation – with certain nurses. +| X-Ray | | | | 
- +| New American Initial Visit | 30 min | | If needed | 
-**__Lab:__** +| Outside X-Ray Orders | | | Fax to Spectra before scheduling or bring paper orders to appointment |
- +
-  * Schedule as a Walk-in Shlab +
-  * UA +
-  * INR +
-  * MAT: UA/ mouth swab/ blood draw before provider visit (this does not need to be scheduled; we should automatically send them back to lab.) +
-  * Outside lab orders need to be faxed to Spectra Health before scheduling or can bring paper orders with to appointment. +
- +
-**__X-Ray:__** +
- +
-  * New American initial visit (if needed) 30-minutes. +
-  * Outside x-ray orders need to be faxed to Spectra before scheduling. Or can bring paper orders with to appointment.+
  
 ===== Occ. Health Appointments ===== ===== Occ. Health Appointments =====
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 If you have any questions, reach out to Tanner Miller, Kelsey Gunderson or Cole Wandschneider. If you have any questions, reach out to Tanner Miller, Kelsey Gunderson or Cole Wandschneider.
  
-===== Medical clinic checklist ===== +===== Medical clinic checklists =====
- +
-==== Daily tasks: ====+
  
-**Morning:**+{{.:pasted:20250909-160444.png?100}} 
 +==== Start of day checklist ====
  
-  * Turn on all lights, login to phone and computers. +^ Task                                                  ^ Notes                                                          ^ 
-  * Count the cash drawer – you should have $150.00 +| Turn on all lights                                    |                                                                | 
-  * Check voicemails. +| Open waiting room door                                |                                                                | 
-  * Open gate. Should be opened by 7:30am +| Open PSR gate                                         |                                                                | 
-  * Start confirmation calls by 9am. +| Log into computer/phone                               | Turn on scanner                                                | 
-  * Chart prep for following day.+| Log into Epic and Teams                               |                                                                | 
 +| Tend to provider/Teams requests                       | For example: When a provider is out, reschedule/move patients  | 
 +| Check voicemails and return patient calls             |                                                                | 
 +| Work on patient MyChart messages for your department  |                                                                | 
 +| Start on chart prep                                   |                                                                | 
 +| Confirmation calls                                    |                                                                |
  
-**Afternoon:**+:!: Reminder- check voicemails and return calls as time allows through-out the day! :!: 
 +==== Afternoon checklist ====
  
-  * Check and return voicemails for mid-day missed calls.+^ Task                         ^ Notes                     ^ 
 +| Check and return voicemails  | For mid-day missed calls  |
  
-**Closing:**+==== Closing checklist ====
  
-  * Close cash drawer. +^ Task                                                                                 ^ Notes                       ^ 
-  * Check and return voicemails. +| Close cash drawer                                                                    |                             | 
-  * Wipe down lobby chairs, tables, front desk, elevator, door handles and your own workstation with Clorox wipes and spray. +| Check and return voicemails                                                          |                             | 
-  * Close gate. +| Wipe down lobby chairs, tables, front desk, elevator, door handles, and workstation  | Use Clorox wipes and spray  | 
-  * Shut lights off.+| Close gate                                                                           |                             | 
 +| Shut lights off                                                                      |                             |
  
-==== Weekly tasks: ====+==== Weekly checklist ====
  
-  * No show lists. +^ Task               ^ Notes     ^ 
-  * Medical clinic work-queue. +| No show lists      | *Remove?  | 
-  * Establish letters. +| Work-queue         |           | 
-  * Reschedules. +| Establish letters  | *Remove?  | 
-  * Wait-list.+| Reschedules        |           | 
 +| Wait-list          | *Remove?  |
  
  • patientservices/medical_training_guide.1748876029.txt.gz
  • Last modified: 2025/06/02 09:53
  • by christopher.helmoski