Difference between revisions of "Workflow Related"
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Jerri.cowper (talk | contribs) (Created page with "This is a list of policies or protocols that are typically referenced in an organization's workflows. ===Appointment Scheduling=== *Policy Duplicate Patient Searching ===Fron...") |
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| + | ==Description== | ||
This is a list of policies or protocols that are typically referenced in an organization's workflows. | This is a list of policies or protocols that are typically referenced in an organization's workflows. | ||
| − | + | ==Appointment Scheduling== | |
| + | *Policy Duplicate Patient Searching | ||
| − | *Policy | + | ==Call Processing== |
| + | *Policy for Red List or Urgent Needs items | ||
| + | *Policy for non-patient related calls | ||
| + | |||
| + | ==Charges== | ||
| + | *Policy for when provider's charges require review | ||
| + | *Policy for non-billable providers charge submission | ||
| + | *Policy for when discounts are applied and entered through EHR | ||
| + | *Policy for what reviewers can and cannot do when reviewing provider's charges | ||
| + | *Policy for charge corrections | ||
| + | *Escalation policy for when charges are not submitted within defined time frame | ||
| − | == | + | ==Chart Review== |
| + | *Policy for addressing Alerts | ||
| + | *Which history components are required to be reviewed | ||
| + | ==Front Desk Appointment Check In== | ||
*Policy Frequency of obtaining an updated HIPAA form | *Policy Frequency of obtaining an updated HIPAA form | ||
| − | + | ==Intake Process== | |
| − | |||
*Protocol for vitals required (typically based off the type of visit, ie: Acute, Well, etc.) | *Protocol for vitals required (typically based off the type of visit, ie: Acute, Well, etc.) | ||
| − | *Standing Order Protocol | + | *Standing Order Protocol; i.e., UA, Strep tests, etc. |
*Policy whether clinical staff can enter a Chief Complaint when starting a note | *Policy whether clinical staff can enter a Chief Complaint when starting a note | ||
| − | === | + | ==Med Admin and Immunizations== |
| + | *Protocol for age-based immunizations | ||
| + | *Policy for how long to require patient to wait after an injection before they can leave | ||
| + | *Protocol for medication administrations without an order; ie: flu vaccine | ||
| + | |||
| + | ==Non-Provider Appointment and Point of Care Testing== | ||
| + | *Policy for when a patient should be seen as a result of findings during a non-provider visit | ||
| + | *Policy for which point of care results require verification | ||
| + | |||
| + | ==Note== | ||
| + | *Policy for which providers require co-signature of their notes | ||
| + | *Policy for what can be copy and pasted from one note to another | ||
| + | *Policy for time frame for signing notes | ||
| + | |||
| + | ==Orders== | ||
| + | *Policy for tracking overdue orders | ||
| + | |||
| + | ==Results== | ||
| + | *Policy for which paper results will be recorded as discrete data in EHR | ||
| + | *Policy for which results require communication to the patient in the form of a letter vs. call vs. appointment | ||
| − | *Policy for | + | ==Rx== |
| − | * | + | *Policy for what prescriptions can clinical staff create |
| + | *Protocol for Rx Renewals staff can complete | ||
| − | == | + | ==Scan== |
| + | *Policy for historical chart scanning | ||
| + | *Policy for frequency of scanning insurance card | ||
| + | *Policy for what is NOT scanned | ||
| + | *Policy for disposition of documents post-scanning | ||
| + | *Policy for time frame of indexing of documents | ||
| + | *Policy for loose-paper scanning | ||
| + | *Policy for quality of scanned documents | ||
| − | * | + | ==Tasking== |
| + | *Policy for when tasks need to be worked (by task type) | ||
| + | *Policy for managing over-due tasks | ||
| + | *Policy for time frame for completing Chart Requests | ||
| + | *Escalation policy for providers not completing tasks | ||
| + | *Coverage policy for when providers are out of the office | ||
Latest revision as of 16:43, 20 October 2011
Description
This is a list of policies or protocols that are typically referenced in an organization's workflows.
Appointment Scheduling
- Policy Duplicate Patient Searching
Call Processing
- Policy for Red List or Urgent Needs items
- Policy for non-patient related calls
Charges
- Policy for when provider's charges require review
- Policy for non-billable providers charge submission
- Policy for when discounts are applied and entered through EHR
- Policy for what reviewers can and cannot do when reviewing provider's charges
- Policy for charge corrections
- Escalation policy for when charges are not submitted within defined time frame
Chart Review
- Policy for addressing Alerts
- Which history components are required to be reviewed
Front Desk Appointment Check In
- Policy Frequency of obtaining an updated HIPAA form
Intake Process
- Protocol for vitals required (typically based off the type of visit, ie: Acute, Well, etc.)
- Standing Order Protocol; i.e., UA, Strep tests, etc.
- Policy whether clinical staff can enter a Chief Complaint when starting a note
Med Admin and Immunizations
- Protocol for age-based immunizations
- Policy for how long to require patient to wait after an injection before they can leave
- Protocol for medication administrations without an order; ie: flu vaccine
Non-Provider Appointment and Point of Care Testing
- Policy for when a patient should be seen as a result of findings during a non-provider visit
- Policy for which point of care results require verification
Note
- Policy for which providers require co-signature of their notes
- Policy for what can be copy and pasted from one note to another
- Policy for time frame for signing notes
Orders
- Policy for tracking overdue orders
Results
- Policy for which paper results will be recorded as discrete data in EHR
- Policy for which results require communication to the patient in the form of a letter vs. call vs. appointment
Rx
- Policy for what prescriptions can clinical staff create
- Protocol for Rx Renewals staff can complete
Scan
- Policy for historical chart scanning
- Policy for frequency of scanning insurance card
- Policy for what is NOT scanned
- Policy for disposition of documents post-scanning
- Policy for time frame of indexing of documents
- Policy for loose-paper scanning
- Policy for quality of scanned documents
Tasking
- Policy for when tasks need to be worked (by task type)
- Policy for managing over-due tasks
- Policy for time frame for completing Chart Requests
- Escalation policy for providers not completing tasks
- Coverage policy for when providers are out of the office