| A | B |
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| How do you schedule an internal appointment with an established patient? | Gather the needed information: patient's name, date of birth, and reason for visit. Determine the amount of time the provider and patient will need, and then determine what day and time the patient prefers. Consider availability, provider's preferences, and patient's habits. |
| How do you schedule and external appointment with a new patient? | Gather the needed information: patient's full name, address, date of birth, contact phone numbers, insurance information, Social Security number, and emergency contact information. Provide patient with a registration packet including a Notice of Privacy Practices and a medical history form. |
| What are the five basic steps of filing paper records? | Conditioning, releasing, indexing and coding sorting, and storing and filing. |
| SOAP method of documenting information | Subjective impressions, Objective findings or clinical indications, Assessment or medical diagnosis, Plan for treatment |
| CHEDDAR method of documenting information | Chief complaint, History, Examination, Details, Drugs and dosages, Assessment, Return visit information |
| Information needed when verifying a patient's health insurance | Patient's full name, date of birth, policy number, and Social Security number |
| What are chart reviews? | Checking over charts to reduce payment errors by making sure payment is only made for services that meet medical necessity requirements and are covered by the insurance plan. |
| What are three factors that determine the level of service with E/M coding? | History, examination, and medical decision-making. |
| Three types of referrals | 1. Regular referrals: which take 3 to 10 business days for evaluation and approval. 2. Urgent referrals: which take 24 hours for authorization. 3. Stat referrals: which can be approved by phone immediately after being faxed to the insurance company's utilization review department. |
| Explain the difference between preauthorization and precertification. | Preauthorization is obtaining permission to perform specific procedures/services or refer a patient to a specialist. Precertification proving medical necessity before performing a procedure. |
