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MRN > Medical Record Member (Internal use only)
Referral > ref department, we don't handle it
Future > Upcoming appt
Wait list > Waiting for a sooner date
Guarantor > Financially responsible for the account
Member > Means it has insurance
Questions like SSN, Legal sex at birth, preferred name are optional (Would you like to provide...)
On the demographics We don't ask for gender identity, sex assigned at birth and sexual orientation
If the patient declines to provide SSN or Phone number use all 9's
Medicaid = Medical
Medicare 65+ or disabled
Ask for PCP gender preference
Always check the Age restrictions or other rest.
Notes = Reason for the appt. Main concern
Always check on Open slots for scheduling
We do not offer 5-10 min appt
Confirm Location
We cannot schedule an appt on less then 40 min from the call
Important to mention the patients name 3 times
Do not ask the reason for cancellation or re-schedule
Confirm if they want to cancel or reschedule
1 week hold = Acute symptoms
ER follow ups = Acute
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