Questions and CORRECT Answers
Obtaining new patient information - CORRECT ANSWER - demographics, employer,
emergency contacts
Obtaining new patient billing information - CORRECT ANSWER - responsible party,
guarantor demographics
Obtaining new patient insurance information - CORRECT ANSWER - payor/plan,
effective dates, subscriber/member IDs
Verifying existing patient information - CORRECT ANSWER - patient/guarantor
demographics, coverage information
Appointment Desk - CORRECT ANSWER - Used when you want to make an
appointment for a single patient. Most often used when scheduling patients from a phone call
How to look up patients - CORRECT ANSWER - Name/MRN, SSN, Birthdate
Name/MRN field - CORRECT ANSWER - Full or partial name (last, first), ID#, MRN,
full social, insurance#, member ID number MI, patients phone PH
SSN field - CORRECT ANSWER - SSN or last four following an *
Duplicate record - CORRECT ANSWER - after entering information, Find Patient. If
record does not appear, then create a new record
, Home Workspace - CORRECT ANSWER - first screen that opens when you log in;
always remains open. typically defined by each organization- can be different based on the type
of user
Patient Workspace - CORRECT ANSWER - labeled with the patients name. contains
activities related to the patient you are working with
Required information for an appointment - CORRECT ANSWER - department, visit type,
provider or resource, start search date on
Selecting a visit type - CORRECT ANSWER - full or partial name, visit type ID#, visit
type synonym, selection button or CTRL+ENTER
Type of providers - CORRECT ANSWER - person, resource, a room, piece of equipment
that needs scheduled
t - CORRECT ANSWER - today's date
m - CORRECT ANSWER - +/- 1 equals the date one month ahead/ago
mb - CORRECT ANSWER - (month beginning) first day of the current month
w - CORRECT ANSWER - +/- 1 equals the date one week ahead/ago
y - CORRECT ANSWER - +/- 1 equals the date one year ahead/ago
date format - CORRECT ANSWER - separated by forward slash, period or comma.
entering all 6 digits in a row without separation. combination of alpha and numerics. shorthand
(t,w,m,y)