WorksheetsWestern Dental Call flow / OADJ
Total questions: 13
Worksheet time: 5mins
Place in order the color code we should follow when offering the day and time to a patient.
Green / Yellow/ Red
Green / Yellow/ blue
Yellow / Green /black
Green / Red / Yellow
When booking family members- each appointment needs to be at least
30 minutes apart from each other
40 minutes apart from each other
1 hour apart from each other
None of the answers are correct
If we are booking a patient for their General appointment and Orthodontic screening on the same day-
the general appointment needs to be at least 2 hour before the Orthodontic appointment
the general appointment needs to be at least 1 hour before the Orthodontic appointment.
the general appointment needs to be at least 1 hour after the Orthodontic appointment
the general appointment needs to be at the same time the Orthodontic appointment
If the patient states "I have Insurance" or states an Insurance name like Liberty- what would be the best probing question
The issue date of the insurance
Who is the holder of the insurance card
Is it through the State or the Employer
None of the above
What are the necessary information we need to collect from an insurance payer type?
Insurance Name and Type
Member ID or SS #
Main holder of the Insurance card
All of the answers are correct
Select all that apply: Which methods can we book OADJ appointments
CCA Dashboard- TNP
CCA- Calling Campaigns
Eligibility Website
DCMS
Which method do we use when we do not see the code "ADJ" in the Calling Campaign box
CCA Dashboard- TNP
CCA Calling Campaigns
DCMS
None of the above
Orthodontic Adjustment appointments are Booked under what column?
Start and Records
Bands
Short Appointments
None of the above
Select all that apply: What (visit types) do we use for Adjustments?
ADJ 6
ADJ 4
APPL
RETAIN
If our patient broke or lost retainers we should book them in?
Yes
No
If a patient has a loose wire or bracket fell off, we can book them for an Appliance check under short Appointments
True
False
If there are no slots open in the CCA calendar for an Orthodontic screening at their office for the current month - What do we do?
Check for next month openings
Check EAB to get tentaive date/ time
Send Ortho Slot Email
All of the answers are correct
When deciding to book for an ADJ we can take a peek at the EAB button in the Calling Campaign to see if the patient already has a future appt?
True
False
