Clinic Staff Checklist

Behavioral health/Social work-15 min

• Services provided

• Warm handoffs

• Smart phrases/dot phrases

Lab-15 min

• How to order labs in Epic

• Lab prioritization (stat vs routine)

• What is the process for sending a patient to lab in your clinic (is there a form, etc)

• Lab pathology ordering (pap smear, dermatopathology for skin lesions)

• When in doubt, go to the lab to ask the staff a question

MA/LPN-30 min

• MA-provider huddle

• Rooming overview (what does the MA do to room a patient-vitals, updates med list, pends orders, etc)

• Ordering vaccines/injections (If you want to INJECT, use a SMART SET)

Patient Service Representatives (reception)-30 min

• Scheduling overview

• Schedule within teams

• Check-out/follow-up instructions after a visit

Referrals-30 min

• Learn how to enter referrals

• Learn referrals process (what does the referrals coordinator do after a referral is placed?)

• Review e-consults

• Review special circumstances/referrals (sleep studies, etc)

• Review referrals limitations based on payor status

• Referrals prioritization (routine, ASAP)

RN Care Coordinator

• Which patients are chosen to have an RNCC?

• How does RNCC partner with clinicians?

• Roles of the clinician vs RNCC?

RN (team RNs)-30 min

• Triage

• Maternity care/OB patients

• INR patients

X-ray-15 min

• Only x-rays are done in clinic

• What is the process for sending a patient to X-ray in your clinic

• Review how to order imaging

• X-ray staff helps to schedule imaging like US, CT, MRI

• Be specific in your order with why you need the image, what you want to image, and how soon you need it to be done

• When in doubt, go to the x-ray room to ask the staff a question.

Pharmacy-15 min

• Services provided (med review, cholesterol medication recommendation, hypertension med management, medication questions)

• Prior authorization pool

• How to contact pharmacy (pool)