Scheduling and Authorization

Are there any special instructions or preferences for patient care (e.g., language preference, mobility needs)?

Are there specific time frames or shifts the patient wants to be seen? (e.g., morning, evening, or weekend visits)?

As a scheduler, what actions should you do when a clinician informs you that they are unable to see a patient due to an emergency?

Do you regularly update the patient and caregiver on any changes to the schedule or care plan? Yes or no, and why?

How do you ensure that all scheduled visits are in compliance with the home health agency's policies and procedures?

How do you keep track of ongoing tasks, pending follow-ups, or unresolved scheduling issues?

What is the patient’s primary insurance, and do they have secondary insurance?

What specific services does the patient require?

What specific documentation is required by the insurance provider to obtain authorization?

What is the required format or platform for submitting the authorization request?