Myrtle Hilliard Davis Comprehensive Health Centers, Inc.
Policy: Appointment SchedulingAccess AM001
Department: Medical
Approved by: President/CEO
CMO
Revised: March 14, 2011
Purpose: Provide guidance in scheduling appointments for new and establishedpatients in the electronic appointment scheduler. To maintain adequate scheduling slots and improve flow and access to care. Myrtle Hilliard Davis Comprehensive Health Centers, Inc. will make every effort to schedule patients’ appointment according to desired preference.
New Patient /EstablishedAppointment: Query Intergy for birth date and social security to check for previous visit in the Intergy System. Scroll down list to see if patient has been seen at MHDCHC in the past. If the name appears in the roster with the same demographic information, schedule patient using the same account number.
Policy: Any patients who make appointments who have not been registered will complete a Quick registration per telephone. The information is needed:
1.First and last name (ask patient to spell name)
2.Current Telephone
3.Date of Birth
4.Social Security Number
5.What type of service needed
6.What day and time preferred
Established Patient must provide at least 2 types of information to schedule an appointment
- First and last name (ask patient to spell name)
- Social Security Number
3. Date of Birth
4. What type of service requested
5. What day and time preferred
Requesting the address and phone number will facilitate contact for appointment reminder services and mailing services if needed.
After registration is completed proceed to the Intergy Appointment scheduling. The following steps will allow an appointment to be scheduled.
- Click Select Patient Icon located to your left.
- Enter patient date of birth, Name or Social Security number
- Highlight the correct patient and click OK button
- Patient name will appear under SELECT PATIENT ICON with existing appointments
- Click on patient name to assure demographics are correctly entered
- Select a patient preferred provider or assign to the rotating provider according to availability.
- Click on CALENDAR at top left of screen you may use arrows to go forward with dates.
- Find available date by clicking on calendar or use SEARCH button bottom left to locate put in date range for appointment.
- Select date by either method highlight the date and click, screen opens to that date
- Click on time slight desired screen will change to Make Appointment Screenuse reason code drop box and click appropriate reason or use free text to indicated reason.
- Verify telephone number again and click SAVE to set appointment.
- Patient should be given instruction to bring picture Identification, check stub or award letter for disability/social security, insurance cards and something mailed to the current address used when appointment scheduled.
- Patient should arrive 30 minutes to 1 hour in advance to complete registration.
Please make every effort to schedule follow up appointments with same provider as assigned. Give patient an appointment card for next visit.
Policy: Registration ProcessAccess AR001
Department: Fiscal
Approved by: President/CEO
CFO
Revised: March 2011
Purpose: To ensure that information obtained is adequate to assure that the health center is reimbursed for services provided.
Policy: Toestablish baseline demographics, financial and insurance information in the electronic health system. The registration process initiates HIPAA Privacy Practice compliance by having patients sign required documents. The process also includes patient signing the required Consent for Treatment/Financial Responsibility document.
Procedure:
New Patients and update evaluation:
- Patient completesa pre-numbered registration form.
- Once called to the registration area patient must provide the appropriate documents
Current photo I.D. (Driver’s License, Passport, State I.D., Credit card photo)
Proof of residency (piece of dated mail)
Proof of income (check stub, income tax return or unemployment statement)
- Enter patient demographic and financial information
- Verify insurance coverage prior to entering information into system
- Once all information is verified and entered into the system patient signs the following forms:
- Consent for Treatment /Financial Responsibility
- Patient Registration Form
- Registration Verification Form
- HIPPA Privacy Notice
Established Patients: Patients with scheduled appointments are verbally asked for current demographics (address and phone number) if information has changed, patient will be update by clinical support staff in the demographics. All financial information changes should be directed to registration for update. Patients who have not updated their registration information in the past 12-months will be required to complete theregistration process to update information.
Detailed Registration Processes:
- When registering patients, registrar should request the following information; a picture Identification, check stub or award letter for disability/social security, insurance cards and a mailer to the current address used when appointment scheduled.
- Using the 3 options to identify patients’(name, DOB, SS#) in the system either locate the temp registration or current registration information in Intergy ask patient to verbally give the information and check against what is in system, make any necessary changes by clicking (M)modify, (C)cancel, (D)dependent, (I)insurance (L)last Diagnosis, (E)extended, (S)supplemental.
- Select (M) to change information in the system or add information not obtained during temp registration. Tab through all fields and update as appropriate which include marital status, employer or school, dental medical record, insurances, ethnicity and race, veteran’s status, language and person responsible for billed services. If different from patient information.
- Enter emergency contact information in screen provided (name, address, relation to patient and phone number).
- Insurance verification is critical to updating or creating a new registration on patient in the Intergy system. Please follow correct channels to contact and verify private insurance carriers, enter Medicaid/Medicare number in the State verification system (EMOMED) to determine if coverage is current or discharged. The same verification process applies for dental insurance coverage. Be sure to enter name, insurance group number and person holding insurance policy in system to ease billing process. It is important that the co-pay status be entered and patient be asked to make co-payments prior to seeing provider.
- (S) Supplemental is indicated for sliding scale fee patients. Under (I) document the number in the household, enter gross income, number of dependents. If patient presents proof of income the system will calculate the sliding fee percentage and saves this information in the system.
- The encounter is printed and the patient is then directed to cashier to make payment as determined by the system and according to the Federal Poverty Guidelines.
Policy: Provider Empanelment Access AM002
Department: MEDICAL
Approved: President/CEO
CMO
Revised: March 2011
Purpose: To ensure all patients are assigned to a provider and establish a Medical Home
by providing continuity of care and visit coordination.
1) Insured patients will be assigned based on the provider assigned as their
primary care provider.
2.) All new patients will be assigned to the provider with the smallest panel with preference given to new providers.
3.) If aprovider’s panel is full new patientsare assigned according to availability.
4.) Patient may request a provider of their preference. When appropriate a patient’s visit should be coordinated with other providers (i.e. ophthalmology, podiatry)and diagnostic tests (i.e. lab or radiology tests).
5.) Patients assigned through the Community Referral Coordinator Program at area hospitalemergency roomsare assigned to the next available provideror to their PCP if they are an established patient.
Policy: Same day/ Next day Appointment Scheduling Access AM003
Department: MEDICAL
Approved by: President/CEO
CMO
Revised Date: March 2011
Purpose: MHDCHC will provide access to meet the needs of the patient with SameDay/Next Day appointments. The appointment scheduling template facilitatesscheduling to accommodate same day and next day appointments.
Policy: Support staff will add patients to appointment schedule as per patient request with emphasis on urgent/emergent appointment access. When scheduling appointments, every attempt should be made to accommodate patients need in a timely manner.
Procedure:
- Patient requesting an urgent/emergent appointment or appointment for an acute medical issue shall be given a same day/next day appointment.
- Support staff to open the Appointment Scheduler that contains 2 extra slots per appointment time slots between 8am-12pm daily, with Same Day and NextDay appointments reason codes.
- Support staff to add patient to the appropriate appointment slot in schedule template.
- Support staff will only use one of the two extra appointment slots in the schedule template allowing open access. (i.e. scheduled chronic condition plus sameday appointment in the same time slot)
- Support staff to inform provider of urgent/emergent appointment added to schedule.
The availability ofsame day and next dayappointments will allow MHDCHC to accommodate patients attempting to access health care for acute medical conditions.
Policy: Walk-In Appointment Access AM003a
Department: MEDICAL
Approved by: President/CEO
CMO
Revised Date: March 2011
Purpose: MHDCHC will provide access to meet the needs of the patient with walk-in appointments. The appointment scheduling template allows for the addition of walk-in patients.
Policy: Patients walking into MHDCHC for acute care are assigned to the designated walk-in provider or added to available slots on the appointment schedule template (i.e. sameday appointment). In the event all provider schedule templates are at capacity, walk-in patients are triaged by the Clinic Manager and Site Coordinators or professional nurses.
Procedure:
- Walk-in patient presents to cashier or registration.
- Patients are issued an encounter to see the designated walk-in provider or added to available appointment slots on the provider schedule template (i.e. sameday appointment).
- In the event all provider schedule templates are at capacity, walk-in patients are triaged by the Clinic Manager and Site Coordinators or professional nurses.
- Patients with no acute medical condition are given the option to wait for a provider or make a next day appointment.
- Patients that elect to wait for the providers who are at capacity are informed of possible long wait time and added to schedule.
- Providers are informed of patients added to schedule template.
The availability of walk-in appointments will allow MHDCHC to accommodate patients attempting to access health care for acute medical conditions.
Policy: Triage Policy Access AM004
Department: MEDICAL
Approved by: President/CEO
CMO
Revised: March 2011
Purpose: To provide patients access to have same day medical advice and see if concern warrants immediate or urgent medical care.
Policy: Patients seeking medical service who may be in distress upon arrival to facility will be assessed by the clinic manager/site coordinator or professional nurses. The clinic manager/site coordinator or professional nurse will greet the patient and ask reason for the visit. The clinic manager/site coordinator or professionalnurse will determine if patient will be seen same day or given appointment for the earliest availability of service. The clinic manager/site coordinator or professional will determine the service area in which the patient will receive care.
Definition of Terms
Emergent- patient in unstable condition and require immediate medical attention to module for vital signs and assessment. Walk-in appointment scheduled (See chief complaints by body regions/organs/systems)
Urgent- patient in stable condition requires vital signs assessment schedule as same day appointment. (See chief complaints by body regions/organs/systems)
Appointment- patient assessed and given future appointment maybe Next day or according to provider availability.
Attached is a list of STAT situation that require immediate intervention and a Chief Complaints by body regions/Organ Systems.
STAT TRIAGE SITUATIONS
ALLERGIC REACTION- difficulty swallowing/throat swelling, shortness of breath/chest tightness
CARDIAC- any chest pain
GASTROINTESTINAL-vomiting (Blood, food, liquids), bloody stools (bright red or tar colored)
FEVER-infant less than 3 moths temp > 100.4 Fahrenheit
NEUROLOGIC-sudden loss of balance, severe headache, droopiness of face on one side, or inability to move one side, unsteadiness, unable to speak, loss of control of movements, seizures or inability to swallow.
PREGNANCY- abdominal pain, bleeding lack of fetal movement, leaking fluid or severe headaches and visual (eye) disturbances
POISONING- any awareness of suspected poisoning or ingestion
PULMONARY- shortness of breath, wheezing or coughing up blood and chest pain when breathing
TRAUMA-large amount of bleeding from wound, laceration or head injury
VITAL SIGNS- self monitored V.S. with high numbers BP above14O/90, respiration greater than 50 in children and 40 in adults, heart rate greater than 120.
MENTAL HEALTH-mention of suicide, threatening harm to others, crying or hearing voices
SEXUAL ASSAULT-report of sexual assault
Chief ComplaintCategory/Action
HEAD
Headache-acute (24 hours or less) (check BP)Urgent
Headache- chronicASAP
Headache-associated with blurred vision (check BP)Urgent
Headache-associated high blood pressure (check BP)See HEART (BP up)
Headache-associated with vomiting (check BP)Urgent
Head injuryUrgent
Head injury-associated with decrease consciousnessEmergent
Head sore-ringwormASAP
Head sore-associated with exclusion from schoolUrgent
EYES
Blurred vision-acute (check BP)Urgent
Blurred vision-chronicASAP
Decrease vision-acute (check BP)Urgent
Decrease vision-chronicAppointment
Double vision-chronicASAP
Double vision-acute (check BP)Urgent
Eye dischargeUrgent
Eye injuryUrgent
Eye injury-associated with active bleedingEmergent
Eye painUrgent
Pink eyeASAP
Pink eye-associated with exclusion from schoolUrgent
Chief ComplaintCategory/Action
EARS
Decreased hearingAppointment
Decreased hearing- associated with traumaASAP
EaracheUrgent
Earache- associated with dischargeUrgent
Ear discharge with painASAP
Ear waxAppointment
Infected external earUrgent
Post-auricular fissure-infectedUrgent
Ringing in ears-acute(check BP)Urgent
Ringing in ears-chronicAppointment
NOSE
Inability to smellAppointment
Nose bleedASAP
Nose bleed-actively bleedingEmergent
Nose injury-acuteUrgent
Nose injury – greater than 1weekASAP/Appointment
Runny nose- associated with fever (check Temp)Urgent/ASAP
Runny nose-chronicASAP/Appointment
Stuffy nose- associated with fever (check Temp)Urgent/ASAP
Stuffy nose-chronicASAP/Appointment
Chief ComplaintCategories/Action
MOUTH
Fever BlisterUrgent/ASAP
Mouth injury-acuteUrgent
Sores in mouthASAP
Sores in mouth associated with fever(Check temp)Urgent
Sores in mouth-associated with decreased oral intake Urgent
ThrushASAPT
Tooth abscessASAP
Tooth painASAP
THROAT
Difficulty swallowing-acute (check temp)Urgent
Difficulty swallowing-chronicASAP
Hoarse voice –acute (check temp)Urgent
Hoarse voice-chronicAppointment
Tonsils enlarged-acute (check temp)Urgent
Tonsils enlarged-chronicAppointment
Tonsils enlarged chronic- associated with hx difficulty breathingASAP
NECK
Neck injury-acuteEmergent
Neck injury-chronic (check BP)Urgent/ASAP
Neck massASAP
Stiff NeckUrgent/ASAP
Chief ComplaintsCategories/Actions
CHEST
Chest pain-acuteEmergent
Chest pain-chronic (check BP)Urgent
Rib injuryUrgent
Rib injury-associated with shortness of breathEmergent
BREAST
Breast massASAP
Breast painUrgent
Breast pain-associated with lactationASAP
Nipple dischargeASAP
LUNGS
CoughingUrgent/ASAP
Coughing associated with fever (check temp)Urgent
Coughing associated with hemoptysis (blood in sputum) Urgent
Difficulty breathing-acute Emergent
Difficulty breathing-chronicASAP
Shortness of breath-acuteEmergent
Short of breath-chronicASAP
WheezingEmergent
Chief ComplaintsCategories/Actions
HEART
Chest pain-acuteEmergent
Chest chronic (Check Bp)Urgent/ASAP
High Blood Pressure (check BP)Urgent
greater than 160/100Emergent
less than160/100 needs meds refillASAP
wants BP checkAppointment
Palpitations (check BP)Urgent
Rapid pulseASAP
ABDOMEN
Abdominal massASAP
Abdominal mass –associated delayed mensesASAP
Abdominal-acute Urgent
Abdominal pain-chronicASAP
ColicAppointment
ConstipationASAP
DiarrheaUrgent/ASAP
Diarrhea- child (check temp)Urgent/ASAP
Diarrhea- child associated lethargyEmergent
VomitingASAP
Vomiting-activeUrgent
Chief ComplaintsCategories/Actions
Vomiting-associated with head trauma (check BP)Emergent
Vomiting-child associated with ingestionEmergent
RECTAL
ConstipationASAP
DiarrheaUrgent/ASAP
Diarrhea-child (check temp)Urgent/ASAP
Diarrhea –child associated with lethargyEmergent
HemorrhoidsAppointment
Increased flatus-gasAppointment
Rectal bleedingUrgent
Rectal painUrgent
Rectal traumaUrgent
Rectal trauma associated with rapeEmergent
GENITAL/URINARY
Blood in urineUrgent
Delayed menses missed periodAppointment
Diaper rashASAP/Appointment
Diaper rash-associated with diarrhea (check temp)ASAP/Urgent
Dysuria-painful urinationASAP/Urgent
Penile dischargeASAP/Urgent
Penile traumaUrgent
RapeEmergent
Chief ComplaintsCategories/Actions
Scrotal massASAP
Scrotal mass associated with painEmergent
Scrotal painEmergent
Vaginal Bleeding-not associated with mensesUrgent
Vaginal bleeding prenatal patientEmergent
Vaginal itchingASAP
Vaginal trauma not rapeUrgent
EXTREMITIES
Hot jointsUrgent
Numbness (check BP)Urgent
Pain-acute Urgent
Pain acute associated with chest painEmergent
Pain chronicAppointment
Swollen joint associated with traumaASAP
Tingling in extremities (check BP)ASAP/Urgent
TraumaUrgent
SKIN
ChickenpoxContact Provider
DiscolorationAppointment
ItchingAppointment
MoleAppointment
RashAppointment
CHIEF COMPLAINTSCategories/Actions
Rash-associated with exclusion from schoolASAP/Urgent
SoreAppointment
CNS
Decreased consciousnessEmergent
Dizziness (check BP)Urgent
Double vision (check BP)Urgent
Headache (See head)