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Centerville Clinics RACI Assessment

1.Which best describes your role?
2.Which office do you primarily work at?
3.Scheduling medical appointments when patient calls in
4.Mail out letters/Print Letters (No show, diabetic care reminders, mammogram reminders, etc)
5.Scheduling medical appointments when patient requests via the portal
6.Obtain and document chief complaint and give provider report of this/explain any concerns
7.Scheduling medical appointments when patient leaving the office per provider
8.Perform routine reports on quality of care
9.Tracking open Lab order (scheduled apt time/change/cancel/no show)
10.Closing the Lab order and linking result
11.Tracking open Lab, Injection, In-Office procedures, and DME orders. Link result/complete
12.Sending Consult/Referral and necessary patient information to specialist
13.Tracking open Referral order (scheduled apt time/change/cancel/no show) AND ensure note was received
14.Identifying gaps in care / HCCs
15.Tracking open Injection order to make sure patient received or has nurse visit appointment scheduled
16.Placing NCQA risk score in patient’s chart
17.Tracking open Radiology Order and Out of Office Procedure (PFTs, Colonoscopy, Stress Test, EMG, Sleep study, etc.), (scheduled apt time/change/cancel/no show) and ensuring the results were received.
18.Making a PSR (Abnormal follow-up testing) and putting it in the appropriate binder
19.Tracking a PSR (Abnormal follow-up testing), scheduling the appointment, and ensuring results are obtained
20.Confirming/Verifying insurance the day prior to appointment
21.Scheduling hospital and ER follow-up appointments
22.Confirm PCP on insurance card
23.Record/resolve/update diagnosis in chart (problem list)
24.Sliding fee: When scheduling a patient and they do not have insurance, who is responsible for transferring patient to billing office
25.Perform monthly peer-to-peer audits
26.Sliding fee: patient is in the office, who is responsible for providing sliding fee information when needed
27.Checking patient’s ID that it is not expired
28.Confirm PCP in Intergy and update
29.Ensuring demographics are updated/completely filled out (no blanks)
30.Obtain consent for procedures and provide brief education on what is going to happen
31.Placing Alerts in patient’s chart
32.Perform weekly open order audits
33.Not using “Same Day” appointments until the day of
34.Placing Alert: “No Narcotic/controlled substance letter sent”
35.Faxing referrals
36.Identify care management patients
37.Charting patient’s family history
38.Perform Quality Controls (monthly or daily) and document
39.Updating medication list
40.Dropping charges for BP, medications, UA, depression screen, smoking, hearing, vision, etc.
41.Dropping Visit Charge
42.Serve as a resource to all staff for quality measures
43.Chart prep
44.Care team meeting – documenting and running the meeting
45.Printing out provider’s schedule for the next day
46.Update Consent to Treat forms
47.Update Controlled substance contract
48.Checking-in patients and obtaining the first verbal consent for telehealth phone/video appointments
49.Updating clinical history in patient’s chart: smoking status, depression screen, health screening, etc.
50.Utilizing standing orders (not asking for an order)
51.Giving out MCHAT, MMSE, PHQA/9, Dast-10/SBIRT questionnaires
52.Checking fax machine throughout the day
53.Registering patients
54.Verifying patient name and date of birth upon rooming patient
55.Obtaining previous records for new patients
56.Receive accident report/form
57.Ensure drug screen procedure is being followed (up-to-date ID)
58.Obtain and document vitals
59.Obtaining ER/ Hospital records prior to patient’s appointment
60.Obtaining birth records and newborn screening
61.Placing specialist(s) in the Care Team section in patient’s chart
62.Ensure e-mail is up-to-date and Send portal invite
63.Responding to patient portal messages
64.Updating insurance information in Orchard
65.Calling patients per provider request to schedule an appointment
66.Patient balance check (take payments)
67.Collect specimens (urine, pap, wet prep, GC/Chlamydia, etc.)
68.Filling out pt. paperwork (work absences, disability, companion pet, FMLA)
69.Printing and giving out Visit Summaries/ Care plan to patient
70.Receive and scan incoming records
71.Call patient with critical lab results
72.Ensure outside lab orders are entered into orchard correctly
73.Receive bills and review for accuracy
74.Hand out community resource list when needed
75.Review allergy list and update as needed
76.Receive all sliding fee/prevailing fee forms for review
77.Complete prior authorizations
78.Provide Patient Adult Health or Pediatric Questionnaire
79.Obtain record release consent
80.Input patient’s new insurance information
81.Fax daily checklist at end of the week to PCMH/Scribe Manager
82.Assess response and barriers to medication adherence
83.Assess understanding of medications/provide education
84.Hand out new prescription information
85.Administer medications/injections as ordered
86.Give report to the emergency room when patient is referred there