Definition 1 of 32
Performed to determine if a specified surgery, diagnostic imaging, treatment, or therapy is a
covered benefit under the patient's plan
Predetermination
Predetermination
Precertification
Preauthorization
Definition 2 of 32
Medically necessary within 24 hours
ex: 20 min
Emergency
Urgent
Comprehensive
Emergent
Definition 3 of 32
Grouping similar patient conditions at specific times
Streaming
Block Scheduling
Time-specified Scheduling
Wave Scheduling
,Definition 4 of 32
Primary and secondary insurance plan
Mailing address
Subscriber's name and date of birth
Relationship to patient
Policy ID/numbers
Deductible
Copay
Coinsurance
Health record number
Insurance information
Employer information
Childhood immunizations
Definition 5 of 32
Suggestions on how to prepare for the appointment (bring valid photo identification and
insurance cards, write out questions for the provider, bring a current medication list)
Geographic directions
Parking instructions
Transportation assistance
Acceptable forms of payment information
No-show and cancellation policies
Predetermination
Patient information
Preauthorization
Pre-Appointment Confirmation Steps
,Definition 6 of 32
Name
Address
Phone
Allergies
Reaction
Medications/supplements
Dose/amount/how often
Ordering physician
Specialty referrals
Patient portal
Pharmacy information
Patient demographics
Definition 7 of 32
Similar to wave; however, patients are scheduled in a 15-minute time period
Modified Wave Scheduling
Cluster Scheduling
Protocols
Time-specified Scheduling
, Definition 8 of 32
Legal first and last name
Date of birth
Gender/sex
Marital status
Race
Ethnicity
Preferred language
Veteran status
Mailing address
Physical address if different than mailing address
Phone home/work/mobile
Email
Preferred method of contact(text, phone call, email)
Driver's license or state identification
Social Security number
Patient information
Patient portal
Allergies and home medications
Pharmacy information
Definition 9 of 32
Medical records release form
Minor/guardian consent form
Financial Policy
Consent forms include:
-Notice of privacy practices
-Consent for treatment
-Consent for use and disclosure of health information related to treatment
-Assignment of benefitsConsent for telehealth
Patient information
Advance Directive & Signature Required Forms
Rescheduling Appointments
Pre-Appointment Confirmation Steps
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