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Compex > Field Expediting > Flashcards

Field Expediting Flashcards

1
Q
  1. How do you update the custodian if there is not one selected in the order
A

Location Profile: Record Collection: Add Custodian

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2
Q
  1. How do you update the serve address for the location if it is different than the physical location’s address?
A

Location Profile: Addresses: Serve Address

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3
Q
  1. Where do you update the payee in Next for payments if the address to remit payment to is different than the location’s address
A

Location Profile: Settings: Settings Billing: (Select Fee Type)

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4
Q
  1. What region will you be working in? What are your states rules and requirements? Where can you find them if you don’t know?
A

(Region- Specific) // State Rules and Requirements

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5
Q
  1. How do you find who the assigned CS rep is in Next?
A

Hover over the Client Name

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6
Q
  1. How do you change/update profile to a specific vendor queue? (ex- ChartSwap)
A
  1. Location Profile: Assignments (assign to proper FE user Flor)
  2. Location Profile: Settings: Record Collection Location (if the location is a copy service Vendor- Chartswap): Input proper Loc Key for that copy service ( If you do not know that Loc Key, reach out to your Lead to obtain it)
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7
Q
  1. How do you communicate with another intake office? (How do you search in Outlook to be able to find the Troy, Michigan office?)
A 
The format is:
 		 _Office OOS (city of the intake office)
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8
Q
  1. How do you change the Record Collection Location to the Ciox queue in Next?
A

Location Profile: Settings: Record Collection Location: (Ex: Update Ciox Loc Key = 3412631

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9
Q
  1. How do you update the method of service info in Next?
A

Location Profile: Settings: Mode of Service

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10
Q
  1. How does Next communicate with the location? Can you change this information? If so- how?
A

Location Profile: Settings: Communication & Delivery Settings:
Yes- by selecting and de-selecting the options of contacting (MAIL/Efax/Email etc..)

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11
Q
  1. Where do you go to find specific details about the authorization or SDT documents?
A

Look in the packet!

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12
Q
  1. What is a Loc Key? Why is it important?
A

It is a location identifier that helps organize proper locations and their information- it is important because we need to have the MOST pertinent information on the location profile to be able to obtain the records in the fastest possible manner.

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13
Q
  1. What is Go- To? Are you tracking your Good Loc Keys vs Bad Loc keys for your region? If not- why?
A

It is a Loc Key that is designed to be the most desirable choice when we have multiple choices for 1 location to have the request out to- we can organize bad profiles to GO TO the good ones if we are setting up those Go To’s in the record collection.
If you are not tracking your Loc keys- for your region, I advise you to start… It will only help you in the end because you will have a list of all the Loc Keys, and if they are bad locations, and what the Go-To’s should be on them to help the requests get served properly. Also remembering to Quarantine the BAD LOC KEYS to ensure that they cannot be used as Go-To’s

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14
Q
  1. What do you do if patient information is incorrect from the locations information?
A

Send the order to CS to obtain clarification/verification

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15
Q
  1. What do you do if the location tells you (via phone) the request was rejected?
A

We ask to get that rejection in writing faxed or emailed to us, if they say it has already been done, we ask- in which manner, and if it was to the (888) fax, we suggest they fax it to 310-618-5443

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16
Q
  1. How is a Civil Subpoena different than an Authorization request?
A

A subpoena is a request that is signed and taken through the courts to obtain legal backing to supply the requested records- and Authorization is a request that is backed by the patient themselves and has authorized us to obtain their records (as long as it is valid)

17
Q
  1. What is the worst- most hated code in FE? Why?
A

400-E05- Left Message- Because we can 95% of the time always find some sort of supplemental information and use a better code- ( Occasionally there will be those random requests when we can’t)

18
Q
  1. The ‘303-Miscellaneous to CS’ Code is used for what? ( 2 examples)
A
  • When we need to obtain a Letter of Rep (if not able to generate)
  • When we need a Notary to be sent to a Tx location (no code available)
19
Q
  1. How do you mark a location as Billing Office Only? What are the steps to take to ensure the profile is completely updated?
A

Enter the 400-E20: Billing office Only Code

Location Profile: Billing office Only Box (checked): Available record types( selected is ONLY Billing): Notes: Writing in the Location Profile notes that the location is a billing office only

20
Q
  1. Why is it important to update the Location Profiles?
A

So we can ensure all the most current information about the location is supplied so OE and OA can serve the requests accordingly. Cannot serve requests to bad profiles- so we need to do our part and take the time and make sure we are cleaning these profiles and setting up Go-To’s and such.

21
Q
  1. Why is it important to ALWAYS have a custodian selected on orders?
A

As long as a custodian is selected and the location profile communication settings are set up to fax or email.. and we supply that information in the record collection custodian- Next will work with us and will automatically send out demand letters, and if we have an email in the delivery email addresses- the system will do more work for us.

22
Q
  1. What’s the difference between View Open Order Locations and View All Open Orders?
A

View all Open Orders= All the orders we currently have open to that specific Loc Key (including things for OE/OA/CS etc..)
View Open Order Locations=All orders that are currently open in FE view to be worked to that specific Loc Key ( Very useful for when calling a location and getting multiple touches/statuses)

23
Q
  1. What is the View Locations tab used for?
A

Identifying all the requests the patient has out to different locations- it is very useful for determining duplicates and for seeing if we have multiple requests out to the location (meds/bills/films separately)

24
Q
  1. What are some of the Key Words to search by in the Generate Forms and Letters tab?
A

Check- Check for status
Missing- Missing a CNR/ Missing an Affidavit
Follow up/Demand Letters- Search by state then sort by document type

25
Q
  1. What are the computer shortcut keys?
A 
Ctrl+P- Print
Ctri+C- Copy
Ctrl+V- Paste
Ctrl+X- Cut
Ctrl+Z- Undo
26
Q
  1. What activities are there to do while on an extended hold (over 2 mins)?
A

Open up multiple tabs to work other orders while on hold, search for correspondences to do, update the custodian if there is not one selected ( if no information was provided to you- search Google, we always want to have a custodian selected, view open order locations to see multiple patients to obtain status on, etc..)

Compex (1 decks)

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