Workflow Related
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Description
This is a list of policies or protocols that are typically referenced in an organization's workflows.
Appointment Scheduling
- Policy Duplicate Patient Searching
Call Processing
- Policy for Red List or Urgent Needs items
- Policy for non-patient related calls
Charges
- Policy for when provider's charges require review
- Policy for non-billable providers charge submission
- Policy for when discounts are applied and entered through EHR
- Policy for what reviewers can and cannot do when reviewing provider's charges
- Policy for charge corrections
- Escalation policy for when charges are not submitted within defined time frame
Chart Review
- Policy for addressing Alerts
- Which history components are required to be reviewed
Front Desk Appointment Check In
- Policy Frequency of obtaining an updated HIPAA form
Intake Process
- Protocol for vitals required (typically based off the type of visit, ie: Acute, Well, etc.)
- Standing Order Protocol; i.e., UA, Strep tests, etc.
- Policy whether clinical staff can enter a Chief Complaint when starting a note
Med Admin and Immunizations
- Protocol for age-based immunizations
- Policy for how long to require patient to wait after an injection before they can leave
- Protocol for medication administrations without an order; ie: flu vaccine
Non-Provider Appointment and Point of Care Testing
- Policy for when a patient should be seen as a result of findings during a non-provider visit
- Policy for which point of care results require verification
Note
- Policy for which providers require co-signature of their notes
- Policy for what can be copy and pasted from one note to another
- Policy for time frame for signing notes
Orders
- Policy for tracking overdue orders
Results
- Policy for which paper results will be recorded as discrete data in EHR
- Policy for which results require communication to the patient in the form of a letter vs. call vs. appointment
Rx
- Policy for what prescriptions can clinical staff create
- Protocol for Rx Renewals staff can complete
Scan
- Policy for historical chart scanning
- Policy for frequency of scanning insurance card
- Policy for what is NOT scanned
- Policy for disposition of documents post-scanning
- Policy for time frame of indexing of documents
- Policy for loose-paper scanning
- Policy for quality of scanned documents
Tasking
- Policy for when tasks need to be worked (by task type)
- Policy for managing over-due tasks
- Policy for time frame for completing Chart Requests
- Escalation policy for providers not completing tasks
- Coverage policy for when providers are out of the office