New Patient Workflow Quiz

What is included in the Schedule Readiness Checklist?

• Correct Context

• Patient's medical history

• Doctor's availability

• Patient's preferences

What should you do if the patient is not interested in being seen in your department?

• Send a reminder

• Cancel the Appointment Request

• Schedule the appointment anyway

• Ignore the patient

What should you do if you do not reach the patient after 1 business day?

• Send the ticket

• Defer the ticket

• Cancel the appointment

• Schedule the appointment

What action is taken if a referral appears in WQ after the final attempt?

• Make an outbound call

• Release MyChart Ticket

• Send letter to referring clinician via ApeX

• Do nothing

What should be done for a discharge third attempt?

• Release MyChart Ticket

• Make an outbound call

• Send a letter via ApeX

• Do nothing

What do you put after the third attempt for a discharge referral?

• Final Attempt

• Tag as “Outreach Attempts Complete”

• For inactive patients release MyChart Activation first and then scheduling ticket

• No specific note

What should be done if a referral appears in WQ after the final attempt?

• Make an outbound call

• Tag as "Outreach Attempts Complete"

• Send letter to referring clinician via ApeX

• Defer the appointment request

What should be done if the patient prefers to call back during a routine second attempt?

• Use “new call” button

• Defer the appointment request

• Send SMS text

• Release MyChart Ticket

What is the action required when making the first attempt for urgent referrals that has outstanding required before scheduling tasks?

• Send an email to the referring clinician

• Send a letter and make an outbound call to request missing info

• Schedule an appointment immediately

• Ignore the referral

What should be done if the referral is closed due to not receiving the required information?

• Send a letter via Apex

• Make another outbound call

• Schedule an appointment

• Ignore the referral