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Kelseys Tasks

In: Business and Management

Submitted By drake1212
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KELSEY’S DAILY TASKS * Check fax inbox * Check sheet to see who to distribute certain faxes to * Handle all referrals * Send all faxed referrals to yourself and call patients to schedule * Answer all calls on the referrals and authorization line (1135) * Return all messages left on extension 1135 * Send out new patient paperwork * Send out paperwork for 1 week out * Make sure to send yellow medication list with it, along with a map for the location they are going to (there is not a map for east cooper) * Check auths for the day of * Print out a schedule for all doctors and all injections for every office in the morning. Check to make sure that all insurances that require an auth have one for their apt that day * Check auths 2 days out * Do the exact same as the day of auths except for 2 days out. * Verify new patient insurance * Verify all new patients insurance for the next day. Type in the notes section of the appointment screen that it is verified and scan in the verification. Put it under misc. * Release blocks * Every morning delete any blocks for that day. * Injection Balances * Print out a schedule for injections at every office for the next day. Go through and look at patients who have a balance over $50. Check in the account if they are on a payment plan. If they are not disable them in ROSCH.
KELSEY’S WEEKLY TASKS * Print no show letters and track * On Fridays look at the week back for no shows. For each patient that is a first no show (not a CONS), go to letters and print then mail the no show letter in a left window envelope. Report any patients with a previous no show to Reathea. * Write down the number of no show letters sent each day for the no show log. * Outgoing Faxes * Check every Friday to see if there are any failed outgoing faxes for the past week. If there are resend them. * Transition of Care * On Fridays go through every CONS patient seen for the past week and see if they have a Referring doctor. If they do, go to their original appointment screen and check the transition of care box.

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