New Patient Outreach Prior to Appointing Quiz

What is the first step in confirming the APEx context for scheduling?

• Send a text from within APEx

• View patient language in APEx

• Log into the APEx context for the department

• Use standard script for leaving a voicemail

Why is it important to alert the patient that UCSF will be calling?

• Patients are more likely to answer an unknown number if they receive a text notification of UCSF calling

• To confirm their appointment

• To verify their insurance details

• To update their contact information

What should be used for all patients in the interim during outreach?

• Standard script for leaving a voicemail

• Scripting for Outbound Calls

• Navigator Call scheduling

• Mychart Activation link

What is the purpose of using a standard script for leaving a voicemail?

• To confirm patient details

• To set consistent patient expectations

• To update appointment times

• To verify insurance information

What should be done if the patient is not ready to schedule?

• Send a Mychart Activation link

• Use Navigator Call scheduling

• Do not send the ticket

• Document in appointment request

What is the benefit of the MyChart self-scheduling Appt Request?

• It allows patients to book online if they want

• It confirms patient insurance details

• It updates patient contact information

• It sends reminders for appointments

What should be documented in the appointment request using the "New Call" button?

• Patient's insurance details

• Outreach attempt from a cancelled appointment

• Patient's contact information

• Appointment time and date

What is not needed when documenting in the appointment request?

• Time and date

• Patient's name

• Insurance details

• Contact information

What should be done if you have both email and cell phone information for a patient?

• Use only email

• Use only cell phone

• Choose the method based on availability

• Use both methods simultaneously