Altivus CRM Solutions - Southwest Care Center > Call "Scripts"/Workflows
Call "Scripts"/Workflows
10
New & Returning Inactive Patient Checklist
New and Returning Inactive Patient WorkflowPatient Lookup ProtocolSearch for existing chart in Athena using:Last + First nameHome phoneSSNLast + First + DOBIf chart is found:Confirm identity before entering new dataDo not create a duplicate chartFollow ...
Scheduling PrEP/PEP/STI Services Call Script/Workflow
Scheduling Medical Specialty Services Call Script/Workflows
Scheduling Hospital Follow Up Appointment Call Script/Workflow
Referral Script/Workflow
Rescheduling and Canceling Existing Appointment Call Script/Workflows
Annual Visit Scheduling Script/Workflow
Annual Visit Scheduling WorkflowPurposeTo guide call center agents in screening and scheduling Medicare Annual Wellness Visits (MAWVs), Yearly Physical Exams (YPEs), and Women’s Wellness Exams (WWEs), ensuring patients are scheduled appropriately based ...
General Scheduling Call Script/Workflow
Medication Inquiry Call Script
Patient Cases, Adding Patient to Appointment Waitlist and Ticklers in Athena
Creating Patient Cases, Appointment Waitlist, and Ticklers in AthenaPurposeThis article outlines how to:Create patient cases in Athena.Manage the Appointment Waitlist.Manage Ticklers created by clinic staff.1. Creating Patient Cases in AthenaWhy: Docume...