Patient scheduling

Works like Epic Cadence, athenaOne or NextGen. Run a made-up clinic's scheduling desk: book a new patient, a follow-up and a procedure by template and payer rules, find a caller with a namesake and fix their coverage, work a sick provider's bump list by priority and offer the freed holds, close out no-shows by policy, and route a red-flag call by script.

Patient scheduling

Juniper Street Clinic · Monday, March 150 of 5 done right

QuickCruit Health Record

Requests

6 records

Requests, All
	MRN	Type	Source
Maya Brennan	6474565	Phone call	Phone call, on hold	Open
Imani Oyelaran	7877056	Phone call	Phone call, on hold	Open
Zoe Finch		Callback, new insurance	Voicemail, callback requested	Open
Rafael Holloway	2865646	New patient visit	Website pre-registration	Open
Rosa Lachance	6840375	Follow-up	Visit note follow-up	Open
Hana Okonkwo	1535465	Procedure	Message from Dr. Leah Stavros	Open

1 to 6 of 6Page 1 of 1

Every request, caller and patient here is made up for practice.

Monday, March 15

Juniper Street Clinic, scheduling desk

Your morning at the scheduling deskMarcus Ambrose, patient access lead

Huddle notes:

Dr. Desmond Yardley called out tomorrow afternoon. Work the bump list first.
Three requests in the queue from overnight.
A caller with new insurance is waiting on a callback.
Yesterday's book isn't closed out.
Two patients called wanting to be seen.

If the script doesn't cover it, check with me before you book.

Visit lengths, holds, auth rules and the no-show policy are all in the script, numbered. Payer rules sit with the auths.

Juniper Street Clinic, its providers, payers and every patient are made up. Nothing here is medical advice.