Enter the account number(s) discussed during the call
so that your team knows which account(s) the
notation applies to.
Tell us who you spoke with during the call.
Remember, we also need to know their
relationship to the patient or guarantor.
Explain what was discussed during the call.
Make sure this explanation is clear and concise.
Tell us the steps you have taken or will
take to resolve the patient’s issue or concern.
Enter any additional steps that should be taken
(ie. Escalations, call backs, forwarded to the client).
Enter each account
number that has
during the call.
Epic currently allows you to
select the accounts before
creating a note. Once your note
is saved, the account number
will be hyperlinked
Let us know the name of the person you spoke with.
Tell us their relationship to the patient or guarantor
Explain the reason for the call.
Important dates and times
Any issues the caller has
Any information the caller is requesting
This step includes what you have
done to resolve the caller's
Payments: payment amounts, payment methods, due dates, payment plan terms
FA: pre-screening answers, deadlinges, status updates given
Insurance: all info needed to bill insurance, RTE responses, Tx Inquiry responses
Advise if any accounts have been sent to the Alpha
Split WQ or added to the Hendricks Escalations List
Advise if a call back will be needed
Advise if the guarantor/patient will need to call back
Advise if any documents should be sent to the guarantor/patient
or vice versa
Include the preferred method of contact for the guarantor/patient