Clinical Advisor Flashcards

0
Q

TOS

A

?

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1
Q

AUD

A

?

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2
Q

1915i

A

?

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3
Q

CANS

A

?

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4
Q

ASI

A

Addiction Severity Index

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5
Q

LOCUS

A

Stands for: ?

The LOCUS assessment is available within CA and it’s no longer necessary to go through outside vendor’s website.

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6
Q

LON

A

level of need

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7
Q

Enrollment date should not precede _______ date.

A

registration

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8
Q

Registration date not to precede _________.

A

3/1/2012

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9
Q

Appointment History tab stores and displays client appointments entered from Scheduler that have a _________, ___ _________, or __________ status.

A

show
no show
cancelled

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10
Q

T/F

Group appointments are able to be successfully scheduled in Scheduler.

A

True

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11
Q

The user’s PIN is used for what?

A

Sign progress notes

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12
Q

The blue door icon is for…

A

Referrals

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13
Q

If you can’t find your client in the Louisiana Referral (open blue door icon) or the client packet, what is the next step?

A

Add your client.

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14
Q

How do you access a client record which exists with a provider you don’t have access to?

A

You only have “Secondary Access” not “Full Access” for clients associated with other providers.

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15
Q

What to do if you can’t access a client through the Client Packet and you can’t add a new client into CA…

A

Call 800-424-4399 or 888-411-6343 and ask for the EMR team. Report the issue to the EMR agent and the issue will be investigated. If necessary, Magellan will document the issue and create a HEAT ticket to escalate the issue to a higher tier of support.

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16
Q

PIB

A

???

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17
Q

TPL

A

???

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18
Q

Gateway EDI

A

New website that will provide us with the following functions:
-check Medicaid eligibility

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19
Q

RA

A

remittance advice

statement of what we billed and determination as to whether claim will be paid or is denied

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20
Q

Person responsible for submitting FPHSA data to register for Gateway EDI.

A

Thomas

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21
Q

EFT date will always precede the date of __________.

A

deposit

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22
Q

The reference number for payments is 835 + date of ________/______.

A

check/REA

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23
Q

The green folder icon is for…

A

referrals

also can use F12 key

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24
Q

The document icon is for…

A

reports

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25
Q

The house icon is for…

A

staff home

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26
Q

The “i” in the circle is for…

A

informational client alerts

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27
Q

The envelope icon is for…

A

message center

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28
Q

The green dollar sign icon is for…

A

client payments/billing

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29
Q

The blue Rx icon is for…

A

medication window

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30
Q

The Red Cross icon is for…

A

clinical advisor display

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31
Q

The calendar icon is for…

A

scheduler

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32
Q

To log off of CA, can you just click the X in the upper right corner?

A

No!

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33
Q

one of the most essential parts of the Client Master is the record of the __________ __________.

A

Client Guarantor

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34
Q

If the ________ ____________ is not entered correctly, then notes, demographics, and forms cannot be processed.

A

Client Guarantor

35
Q

When you log on to CA, you can access this page by clicking the blue door icon.

A

Staff Home

36
Q

Where do you add a new client?

A

Staff Home

37
Q

A new client can be added through the __________ process.

A

Referral

38
Q

Once you save a new client, which two windows will open?

A

Client Packets and

Client Master

39
Q

With a newly created client, you can close the Client Packets window by clicking on the ____.

A

X

40
Q

Fields completed on the Referral form are auto populated on the ________ ________.

A

Client Master

41
Q

The Client Master has how many tabs?

A

6

42
Q

In the ___________ tab of the Client Master you can add additional info such as phone numbers and ethnicity.

A

Demographics

43
Q

To add a client, click on the Guarantor tab in the Client Master and click the ______ __________ __________ button.

A

Add Client Guarantor

44
Q

The Client Guarantor screen is CA’s gateway to the ___________ ________.

A

outside world

45
Q

Once on the Client Guarantor screen you must enter what before anything else?

A

Effective date

46
Q

all fields with BOLD titles are ___________.

A

required

47
Q

Effective date cannot be more than___ years old, cannot be a ________ date, and cannot precede ________.

A

2
future
3/1/12

48
Q

Once you have an effective date in the Client Guarantor screen, the ___________ drop-down box will be populated by all _____________ that are effective on that date.

A

Guarantor

guarantors

49
Q

Most of the time, the guarantor will be…

A

Magellan

50
Q

The _______ category has to do with what billing position the guarantor is taking.

A

Priority

51
Q

Most of the time, the Priority choice will be _________, particularly when Magellan equates to Medicare.

A

primary

52
Q

You ________ include an Insured ID.

A

MUST

53
Q

The Insured ID number is typically found where?

A

the client’s insurance card

54
Q

Typing in the client’s “Insured ID” number means that you have ___________ the ID.

A

verified

55
Q

The Accept Assignment field indicates whether or not your clinic has accepted the individual as a _________.

A

client

56
Q

If the Guarantor is Magellan, you must also complete the __________ ___________ area of the Client Guarantor form.

A

Submit Method

57
Q

The information from the Client Guarantor screen will appear in the Guarantor tab of the _________ ___________ screen.

A

Client Master

58
Q

One of the most common mistakes on the Client Guarantor screen is getting the ____________ wrong.

A

Guarantor

59
Q

When the Client Guarantor screen has the wrong date, it can be fixed by clicking the ______ button and entering an Expiration Date that is the same as the _________ _______.

A

Edit

Effective Date

60
Q

Double clicking on any of the guarantors listed in the Client Master-Guarantor screen will open up the record in the ________ _________ screen.

A

Client Guarantor

61
Q

What screen do you arrive at after logging on to CA then exiting the Message Center?

A

Staff Home

62
Q

The Client Packets screen opens to the last client you __________.

A

selected

63
Q

To find a client for whom you want to open a new packet, click on the ______________.

A

binoculars

64
Q

Clicking on the binoculars icon opens up the _________ ___________ window.

A

Client Lookup

65
Q

Is the Full Enrollment packet automatically created when you move the client through the referral process?

A

yes

66
Q

After the Full Enrollment packet is created, what do you need to do?

A

create other packets by clicking on New Packet.

67
Q

What two fields are required to be filled in before the Type drop down will be populated in the New Packet?

A

Packet Date and Time

68
Q

After populating the the Type of Packet, which button do you press?

A

Save

69
Q

Clients enter the Magellan Network of Behavioral Health through the ________ _________ screens of CA.

A

Client Referral

70
Q

Starting from the ____________ Referral screen, you will gather required information about your client through use of the ____________ Referral form, the ___________ Master, and the Client ________ Demographic form.

A

Louisiana
Client
Client
Packets

71
Q

Clicking on the blue door icon in from the Staff Home page will open the _____________ Referral screen.

A

Louisiana

72
Q

When a new client comes into the clinic, we need to check to see if she is already in the ____________.

A

system

73
Q

To see if a client is already in the system, we enter the individuals _________ and _________ names into the appropriate fields of the Louisiana Referral screen.

A

first

last

74
Q

Once we find a client from the Louisiana Referral screen we need to see if their _______ matches the client we are looking for.

A

DOB.

75
Q

If you don’t find a client you are looking for on the Louisiana Referral screen, what button do you press?

A

Add New

76
Q

Double clicking on a client on the Louisiana Referral screen causes what form to pop up?

A

Louisiana Referral

77
Q

When you save a client in the Louisiana Referral form, what two things happen?

A
  1. A Client ID is assigned to the client

2. The View/Save Client Master button becomes available

78
Q

Saving the Lousiana Referral form, causes what screen of the Client Master to open?

A

Demographics

79
Q

What should you do on the Client Master - Demographics form?

A

Complete as much as possible

80
Q

What should you do on the Client Master - Guarantor tab?

A

complete as much as possible

81
Q

Is Guarantor information optional?

A

NO! It’s required.

82
Q

If there is no guarantor listed on the Guarantor tab of the Client Master, what button should you press?

A

Add Client Guarantor

83
Q

What are the four tables of the Client Guarantor Screen?

A

Consumer
CoPay and Sliding Fee Rates
Insured
History

84
Q

What is the Insured ID?

A

The person’s Medicaid insurance number

85
Q

On the Consumer tab of the Client Guarantor screen, what does “yes” in the Accept Assignment field indicate?

A

the insurance company agrees to direct pay Magellan