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Question 1 of 12
1. Question
When the patient is being handed off from a clinical team, the clinical team will need to hand you a routing slip?
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Question 2 of 12
2. Question
What information should you gather from the clinical team member at hand-off?
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Question 3 of 12
3. Question
At hand-off, hygienist Carmen said: “This is Thomas, today we did his healthy gum cleaning and his exam with Dr. Younis…”
Based on what we can see on the patient’s account, what is incorrect in their billing?
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Question 4 of 12
4. Question
If procedures were changed/ added to the appointment, how will it appear on the routing slip?
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Question 5 of 12
5. Question
At hand-off, hygienist Bethany said: “This is Anaeli, today we did her healthy gum cleaning, her exam with Dr. Marvelli, we updated her x-rays, and we did fluoride…”
Based on what you can see on the patient’s account, what is incorrect in their billing?
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Question 6 of 12
6. Question
How can you tell on the routing slip if the next PCV/ treatment is scheduled?
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Question 7 of 12
7. Question
At hand-off, hygienist Bethany said: “This is Jonathan, today we did his new patient exam, we took a full series of x-rays, and we did his healthy gum cleaning. I scheduled his next preventative care visit, and he is aware of the reservation deposit policy…”
What did Bethany forget to say?
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Question 8 of 12
8. Question
Where is the treatment plan section of the routing slip?
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Question 9 of 12
9. Question
At hand-off, dental assistant Va said: “This is Steven, today Dr. Marvelli did a filling on #18, no surface changes, and we did build ups and delivered his final crowns on #19 and #20…”
Based on what you can see on the patient’s account, what is incorrect in their billing?
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Question 10 of 12
10. Question
Where can you see what procedures the patient just completed?
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Question 11 of 12
11. Question
Who is responsible for changing procedure codes for an appointment in Open Dental if something changes the day of?
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Question 12 of 12
12. Question
Who is responsible for printing the routing slip if the patient scheduled the same day as the appointment?
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