Decision tree for scheduling appointments by phone.
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Medical or vision exam
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Vision
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Medical
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What type of insurance do you have?
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Are you to plan guarantor?
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HMO
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PPO
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YES
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NO
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Can I have your name, DOB and SSN?
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Can you tell me the Name, DOB and SSN of the guarantor?
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What medical group do you belong to?
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Collect pt information and/or also the guarantor name, DOB SSN
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Obtain phone number, cell phone, and email
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Check for auth by searching DOB or name.
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YES
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If new patient say: As a new pt, our staff and doctors would like to spend extra time to learn about you and thoroughly assess your visual needs. Therefore, please allow 1.5 to 2 hours for your first visit.
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NO
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YES
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Ask pt to bring medication list, glasses and sunglasses
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Check medical websites and search for auth.
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Appointment Scheduling
More flowcharts
