patientservices:medical_training_guide

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patientservices:medical_training_guide [2025/08/28 08:21] – [Table] tanner.millerpatientservices:medical_training_guide [2025/09/09 16:13] (current) – [Table] christopher.helmoski
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 ===== Medical appointment types ===== ===== Medical appointment types =====
  
-^ Appointment Type ^ Duration ^ Purpose / Use ^ Follow-Up / Notes ^ +^ Appointment Type              ^ Duration                          ^ Purpose / Use                                                         ^ Follow-Up / Notes                                                                                         ^ 
-| Establish New Patient | 60 min (30 min for Christine Harsell) | For patients establishing care, especially for medication management | Assign PCP if continuing care; prior records required | +| 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 | +| 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 | +| 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 | +| 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 | +| 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 | +| 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 |+| 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 =====
  
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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 =====
  
-^ Time of Day ^ Task ^ Notes ^ +{{.:pasted:20250909-160444.png?100}} 
-| Morning | Turn on all lights, login to phone and computers | | +==== Start of day checklist ====
-| Morning | Count the cash drawer | Should have $150.00 | +
-| Morning | Check voicemails | | +
-| Morning | Open gate | Should be opened by 7:30am | +
-| Morning | Start confirmation calls | By 9am | +
-| Morning | Chart prep for following day | |+
  
-| Afternoon | Check and return voicemails | For mid-day missed calls |+^ Task                                                  ^ Notes                                                          ^ 
 +| Turn on all lights                                    |                                                                | 
 +| Open waiting room door                                |                                                                | 
 +| Open PSR gate                                         |                                                                | 
 +| Log into computer/phone                               | Turn on scanner                                                | 
 +| 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                                    |                                                                |
  
-| Closing | Close cash drawer | | +:!: Reminder- check voicemails and return calls as time allows through-out the day! :!: 
-| Closing | Check and return voicemails | | +==== Afternoon checklist ====
-| Closing | Wipe down lobby chairs, tables, front desk, elevator, door handles, and workstation | Use Clorox wipes and spray | +
-| Closing | Close gate | | +
-| Closing | Shut lights off | |+
  
-| Weekly | No show lists | | +^ Task                         ^ Notes                     ^ 
-| Weekly | Medical clinic work-queue | | +| Check and return voicemails  | For mid-day missed calls  | 
-| Weekly | Establish letters | | + 
-| Weekly | Reschedules | | +==== Closing checklist ==== 
-| Weekly | Wait-list | |+ 
 +^ Task                                                                                 ^ Notes                       ^ 
 +| Close cash drawer                                                                    |                             | 
 +| Check and return voicemails                                                          |                             | 
 +| Wipe down lobby chairs, tables, front desk, elevator, door handles, and workstation  | Use Clorox wipes and spray  | 
 +| Close gate                                                                           |                             | 
 +| Shut lights off                                                                      |                             | 
 + 
 +==== Weekly checklist ==== 
 + 
 +^ Task               ^ Notes     ^ 
 +| No show lists      | *Remove?  | 
 +| Work-queue         |           | 
 +| Establish letters  | *Remove?  | 
 +| Reschedules        |           | 
 +| Wait-list          | *Remove?  |
  
  • patientservices/medical_training_guide.1756387268.txt.gz
  • Last modified: 2025/08/28 08:21
  • by tanner.miller