New Patient Referral Intake Quiz

What is the purpose of dragging the referral file to your individual folder in RightFax?

• To ensure the file is deleted

• To avoid multiple people working on the same file at the same time

• To send the file to the patient

• To print the file for records

What information is required to verify a patient in APEX?

• Full Name, Date of Birth, Phone Number, Address

• Insurance Number, Email, Social Security Number

• Medical History, Blood Type, Emergency Contact

• Employment Details, Marital Status, Nationality

What is the next step if the referral is not in English and the patient lives outside the US?

• Translate the document yourself

• Refer to International Services to coordinate care

• Send the document back to the referring office

• Ignore the language issue

What is the purpose of checking if a patient is in APeX?

• To verify the patient's insurance details

• To minimize the risk of creating a duplicate MRN

• To update the patient's contact information

• To schedule an appointment

Why is it important to verify the reason for referral in the Appointment Request Decision Tree?

• To ensure the patient has insurance coverage

• To prevent scheduling errors and minimize escalations to the home team

• To update the patient's medical history

• To confirm the patient's identity

What should be done if a referral is incomplete?

• Discard the referral

• Fax a letter template to the referring physician office

• Send the referral to the patient

• Ignore the referral

What should be done if there are multiple diagnoses listed on the referral?

• Ignore the additional diagnoses

• Update Appt Request Task to "Triage Before Scheduling - Multiple Diagnosis"

• Schedule the appointment immediately

• Refer back to the referring clinician

How should a file be renamed in RightFax for a routine request?

• [Firstname, Lastname; tracking number]

• [Lastname, First name; MRN; tracking number]

• [MRN; Lastname, First name; tracking number]

• [Tracking number; Firstname, Lastname]

What should you do if an appointment request exists and the referral is not found?

• Review the finalized requests tab to see if an appointment request and referral has expired or closed within the last 6 months.

• Cancel the appointment immediately.

• Proceed to step 10.

• Ignore the request.

What should be done if the referral urgency changes from Routine to Urgent?

• Send a TE to the appropriate Pool referencing the Pod specific routing grid.

• Cancel the referral.

• Ignore the change.

• Proceed to step 10.