Course
Onboarding - Call Center Rep I - Scheduling Processes & Workflows
Scheduling Basics
Please review these processes and workflows related to scheduling below

Scheduling Guidelines
  • CHECK THIS DOCUMENT REGULARLY FOR UPDATED WORKFLOWS
How To Add A Patient Flag

How to delete a patient flag 

How to add a patient message 

How to expire patient messages 

Confidential Accounts

Scheduling Minors 

HOW TO ADD A PATIENT TO THE HR WAITLIST 

Patient Triage line

Scheduling Legal appointments 

Additional Resources
Required
Incomplete
Scheduling Basics Acknowledgment
Provide e-signature acknowledging that you have reviewed Scheduling Basics.
Creating New Charts
Please review the links below for creating new patient charts: 

Creating New Patient Chart 

New Patient Scripting 

Patient Registration

Completing Sliding Scale Discount (SSD) application 


When creating new charts, complete ALL of the following - 
  • Full name
  • Date of Birth (DOB)
  • Gender
  • Pronouns
  • Phone Number
  • Email 
  • Preferred Language / Interpreter Needed
  • Communication Preferences
  • Ethnicity
  • Race
  • Veteran/Military Status
  • Migrant/Seasonal or Homeless
  • Emergency Contact
  • Guarantor Account
  • Insurance 
  • FPL (Federal Poverty Level)
Required
Incomplete
Creating New Charts Acknowledgement
Provide e-signature acknowledging that you have reviewed processes for creating new charts.
Dental Scheduling
Please review the workflows below for Dental Scheduling

Dental Scheduling Guidelines and Tools

How To Schedule ER Dental Visit

How to schedule PULP/RCT in HR
Required
Incomplete
Dental Scheduling Acknowlegdment
Provide e-signature acknowledging that you have reviewed Dental Scheduling workflows.
Medical Scheduling
Please review the workflows below for Medical Scheduling

Visit types for Medical 

SCHEDULING REGISTRATON WORKFLOW

NOTE: Siblings/family members can be scheduled back to back (only 2)
    • EXCEPTIONS: 
      • No back to back WCC (well child check)
      • No back to back HME  
      • No back to back New Patients
  • Overview on current Residents: 
    • How to schedule 1st, 2nd, 3rd year
Required
Incomplete
Medical Scheduling Acknowlegdment
Provide e-signature acknowledging that you have reviewed Medical Scheduling workflows.
Behavioral Health Department
Please review the workflows below for BHC Dept

Guide for Scheduling BHC visits

Behavioral Health Wellness Visits - Scripting and Scheduling Guidance 

Behavioral Health Assistants: 
The Dalles - Sandy Guzman
Hood River - Ely Solis
Required
Incomplete
BHC Dept Overview
Provide e-signature acknowledging that you have reviewed the workflows for BHC Overview.
Epic Session Limits
Please review the workflows below for Epic Session Limits

EPIC Scheduling Changes: Session Limits, Auto Search, and Visit Types

Visit Session Limits Tipsheet for Schedulers

Scrubbing schedules
  • Check for WCC/HME/AWV/New Patients
  • Length, number of patients per appt type
Special Schedules 
Required
Incomplete
Epic Session Limits Acknowledgement
Provide e-signature acknowledging that you have reviewed the workflows for Epic Session Limits.
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