Patient Advocate Responsibilities Flashcards

Vitals In-Room Visit Doctor Consultation Diabetes: Nutrition Consult Med Refill Patient Assistance Program PAP Refill Covered California Diabetes

1
Q

What is the order that you should take vitals?

temperature, respiratory rate, heart rate, blood pressure, height, weight

A

1) weight
2) height
3) temperature
4) heart rate
5) respiratory rate
6) blood

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2
Q

How long should taking vitals take (max)?

A

6 mins max

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3
Q

How do you weigh a patient? 1, 2, 3, 4

A
  1. ask patient to remove shoes and heavy jacket
  2. move the appropriate block first. make sure the ticks are lining up
  3. move the blocks slowly to make sure that the scale is balanced
  4. always record total weight in lbs
    REMEMBER to 0 the scale before moving on
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4
Q

How do you take the height of a patient?
5 steps

A
  1. ask patient to stand up straight with their feet all the way back against the wall
  2. line the lever up with the patient’s height
  3. record in ft. in.
  4. REMEMBER to scale back to 5 ft. (vitals outside)
  5. Patient may put their shoes back on. Keep thick/heavy jackets off until after vitals are done
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5
Q

How do you take a patient’s temperature?
97.6-99.6*F
8 steps

(Don’t memorize all of this, receptionist is the one in charge)

A
  1. Put on Gloves (non-dominant hand)
  2. Clean the mouth of the thermometer with an alcohol wipe
  3. Put on a thermometer cover
  4. Turn on the thermometer
  5. Gently place it under the patient’s tongue
  6. Record the temperature once you hear multiple “beeps”
  7. Remove the slip from the thermometer and clean it again with an alcohol wipe
  8. Patient should be sitting up straight and feet flat on ground from here on out
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6
Q

How do you measure heart rate? 3 steps

60-100 at rest

A
  1. Place your middle finger and index at the base of the thumb to find the patient’s pulse
  2. Count the number of pulses for 30 secds (mult by 2)
  3. Record heart rate on chart
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7
Q

How do you measure respiratory rate? 20 and below
3 steps

A
  1. Keep your middle finger and index at the base of the thumb as if still taking heart rate but instead discreetly take the patient’s respiratory rate by looking at shoulder, chest, or abdomen movement (1 inhale and exhale = 1 breath)
  2. Count the nuber of breaths for 30 seconds (mult 2)
  3. Record respiratory rate on the chart
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8
Q

How do you take blood pressure
120/80
7 steps

A
  1. Make sure patient rests their arm at abt heart level and keeps the palms facing up
  2. Place the cuff around the patient’s arm. It is snug if you can put 2 fingers int he cuff
  3. Put on stethoscope with ear
  4. Inflate the cuff to 160-180 mmHg
  5. Slowly release the valve and record where you hear the first (systolic) heartbeat and last heartbeat (diastolic)
  6. Measure on both left and right arms
  7. If you cannot read BP first time, do not try again on the same arm. Retake on the other arm first.
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9
Q

Blood pressure questions:
What does the patient have to do with their feet? Can they be crossed?

A

Flat on ground. No

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10
Q

BP question:
Can patient wear tight/heavy clothing?

A

No

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11
Q

You think you didn’t put enough pressure in the bp cuff the first time. Can you repump it while still measuring bp?

A

NOOOOO

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12
Q

???? Ask office hours // how well should we know how to take vitals – if we need to know a lot, go back and add more flashcards to slide 33

A
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13
Q

A patient will only need to be seen in-room if their health concerns needs a ? and ? by a MS and MD.

A

full body checkup and history intake

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14
Q

Out-Room Services
If a patient’s chart is red, which health Co-D do you check with?

A

PAP

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15
Q

Out-Room Services
If a patient’s chart has a yellow sticker, which Co-D do you check with?

A

Diabetes

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16
Q

Out-Room Services
If a patient has a green monitoring sheet or hepatitis labs, which Co-D do you check with?

A

Hepatitis Co-D

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17
Q

Doctor Consultation
1st step?

A

Verify identity

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18
Q

Doctor Consultation
2nd step? What do you hold onto?

A

Perform Vitals outside // Patient’s chart

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19
Q

Doctor Consultation
3rd step?

A

Find table space to conduct consultation

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20
Q

Doctor Consultation
4th step?

A

Look for a Preceptor to do the Consultation

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21
Q

Doctor Consultation
5th step?

A

Make sure MS/MD signs the Problem Sheet before returning reorganized chart to Receptionist. Name shoudl be recorded for AD Vitals/Translations

22
Q

During a doctor’s consultation, is a medical student required?

A

No

23
Q

During a doctor’s condultation, do you give the patient’s chart to the UG Co-D or do you hold onto it?

A

Hold onto it

24
Q

Diabetes: Nutrition Consults

A

Check if a nutritionist or registered dietician is scheduled to come in for a specific clinic date - look out during morning meeting intros to identify who you should go to

25
Q

When a patient comes in for a prescription, what should you ask them?

A

Have you seen a doctor in our clinic within the past year?

26
Q

When a patient comes in for a prescription and has not see a doctor in our clinic in the past year, should you still perform their vitals?

A

Yes but note that they must consult with a Preceptor before receiving prescription

27
Q

When a patient comes in for a prescription and HAS see a doctor in our clinic in the past year, what are the 4-11 steps you should do?

A
  1. Perform vitals
  2. Grab prescription form(s) and fill out patient info
  3. Find a MD to review chart and write prescription
  4. Photocopy prescription forms, retrieve side effects sheet(s) from PAP Co-D, and update IMI card
  5. Hand the prescription, side effects sheet, and IMI card to the patient
  6. Return UPDATED IMI card - patient go home - Update Masters Med Sheet
  7. Insert photocopies of prescriptions into patient chart underneath problem sheet. Have preceptor sign the bottom fo the problem sheet.
  8. Return reorganized chart to Receptionist saying “Done done with med refill”
28
Q

When you finish a med refill, who do you tell and what do you say?

A

Receptionist / Done done with med refill

29
Q

If a patient has questions about their medication refill, what should you (the AD) do?
a) read the prescription and give them medical advice
b) tell them that you are not able to help them
c) go to a MD - they will go over how to take the prescription, side effects, etc

A

c) go to a MD - they will go over how to take the prescription, side effects, etc

30
Q

What does PAP stand for?

A

Patient Assistance Program

31
Q

Eligibility of PAP? (6)

A

US resident or permanent resident
Low-income
Uninsured or underinsured
patient sees a doctor and gets a blow draw every 6 months to monitor the patient’s status on the med
patient must reapply every year
patient must give an active phone number

32
Q

What 4 documents are required for PAP? Along with Social Security Number

A

Proof of Residency
Copy of patinet’s most recent tax return or Social Security benefits statement
if uninsured: Insurance Denial Letter
if underinsured: Insurance Cards (must indicate no rescription coverage)

33
Q

PAP Protocol
A patient has insurance. What do you do next?

A

Check with PAP Co-D to determine if patient is eligible for PAP programs

34
Q

PAP Protocol
PAP Co-D confirms that a patient is eligible for PAP programs. What do you ask them?

A

Ask them to provide you the necessary documents

35
Q

PAP Protocol
If a patient was denied from Medi-Cal, what do you need?

A

Proof of denial letter from Medi Cal along with addition forms

36
Q

PAP Protocols
If a patient has not applied for insurance, what should you do?

A

Refer the patient to Covered CA Committee

37
Q

What is the last step of PAP Protocol? Or what is the end goal of PAP?

A

Patient gets free/reduced-cost medications

38
Q

PAP Refill Potocol
What do you ask a patient after verifying their identity?

A

Have you seen a doctor in our clinic within the past 6 months?

39
Q

PAP Refill Protocol
What do you do after asking a patient if they have seen a doctor in the clinic within the past 6 months?

A

Check with PAP Co-D that we have the patient’s meds.

40
Q

PAP Refill Protocol
PAP Co-D says that we do have the patient’s meds. What do you proceed with?

A

Vitals
Patient goes back to waiting room
complete PAP questionnaire, have PAP Co-D review and sign it, retrive meds and side effects sheet from PAP Co-D, and update IMI card
find MS/MD to dispense med to patient, go over side effects, and you and the patient sign PAP questionnaire
reutrn the updated imi card to patient and patient goes home. update masters med sheet
submit pap questionnair to pap co-d and return reorganized chart to receptionist saying, “Done done with PAP refill”

41
Q

PAP Refill Protocol
What is the medication is?

A

a brown paper bag

42
Q

PAP Refill Protocol
What do you say to the receptionist after finishing a PAP refill?

A

Done done with PAP Refill

43
Q

PAP Refill Protocol
PAP Co-D says that we do NOT have the patient’s meds. What do you proceed with?

A

Nothing. Patient goes home, return IMI card to them and chart to receptionist saying, “Done done with no meds/labs”

44
Q

A patient is taking medication that was not received from PAP. Should you list it on the PAP Questionnair?

A

Yes, list out all medications even if not from PAP

45
Q

You must have 4 signatures on the PAP Questionnaire. Whose signatures are those?

A
  1. AD Name (you)
  2. PAP Co-D
  3. Patient
  4. MS/MD
46
Q

What color are PAP patient charts?

A

red

47
Q

What documents do Covered California require? 5 documents

A

Proof of SSN
Proof of Citizenship/Immigration
Proof of Identity
Proof of Income
Proof of CA residency

48
Q

What referral programs (services offered outside of clinic) are available through Covered California?

A

SPIRIT and Diagnostic Radiological Imaging Sac (DRI)

49
Q

Diabetes Committee Paperwork

A

ADDD MORE TO THISSSS!!!!!!!!!! SLIDE 46/47

50
Q

Where is the AD8 Dementia Screening form found by?

A

by the wall near the vitals station

51
Q

For patients that are over 65 years old, how often do they have to fil the AD8 Dementia Screening?

A

yearly

52
Q

Who do you bring the original AD8 Dementia Screening Form to review? Make sure to keep a photocopy in the patient chart

A

Neurology Co-D