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Scheduling a New Patient Appointment

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Name: ________________________________________
Date: _________________________________________
Procedure 9-2:
Scheduling a New Patient Appointment
Objective: Schedule the first visit for a new patient.
Equipment and Supplies: Pencil or pen (if preferred by office management); computerized
scheduling system or appointment book
Affective Behaviors: Affective behaviors provide a professional approach to a skill that enhances
the patient encounter. These behaviors may also display sensitivity to a patient’s rights and
enhance communication. Pay close attention to these skills, which will be in bold, italicized font.
Skills Assessment Requirements
Read and familiarize yourself with the procedure. Complete each procedure within a reasonable
amount of time, with a minimum of 85% accuracy.
Documentation
Use the area below for any documentation needed to complete the procedure.
Procedure_09-1 to 13-6.indd Page 5 26/04/17 8:06 AM f-424 /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
1. ✦ Assemble necessary appointment
scheduling equipment.
2. ✶ Obtain the patient’s full legal
name and correct spelling, birth
date, full address, telephone
contacts (home, oce, cell), and
e-mail address.
3. ✦ Record the patient’s chief
complaint and symptoms.
4. ✶ Request the name of the patient’s
insurance carrier and policy
number.
5. ✦ Ask how the patient was referred
to the medical oce (physician
referral, friend, colleague,
insurance company, etc.).
6. ✦ Ask if the patient has a preference
for morning or afternoon
appointments.
7. ✦ Attempt to accommodate the new
patient’s request for a preferred
appointment time.
8. ✦ Confirm the day, date, and time
of the appointment and have
the new patient repeat the
information for verification and
mutual understanding.
9. ✦ Advise the patient of any need
to arrive early, before the ocial
appointment time, to complete
paperwork, such as the patient
history form and HIPAA consent.
10. ✦ Provide the new patient with
directions to the oce.
Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
Procedure_09-1 to 13-6.indd Page 6 26/04/17 8:06 AM f-424 /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
11. ✶ Inform the new patient of all
materials to bring for the first
visit, such as insurance card,
photo identification, list of current
medications, past medical
records, current lab, X-ray,
and other medical reports, as
available.
12. ✦ Welcome and thank the new
patient by name for selecting
your medical oce.
13. ✦ Forward all information as
discussed with the new patient
via e-mail or, if time allows,
regular mail.
14. ✦ Document new patient
information in a new medical
record.
GRADING
Points Earned
Points Possible 93 93
Percent Grade (Points Earned/
Points Possible)
PASS: ❑ YES
❑ NO
❑ N/A
❑ YES
❑ NO
❑ N/A
Instructor Sign-O
Instructor: ______________________________________________ Date: _________________________
Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
Procedure_09-1 to 13-6.indd Page 7 26/04/17 8:06 AM f-424 /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
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Scheduling a New Patient Appointment

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Completed 18 November 2020

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