BUCKETS:

No-Show: Patients will fall into this bucket 24 hours after their appointment was supposed to start. If patient was a true No-Show, please follow the No-Show workflow.

Missing Slips: Missing slips are the claims associated with an appointment. A slip will be created when a patient is checked in. Missing slips should be worked within 48 hours of the appointment and ALL should be closed by EOD Friday.

Eligibility Issues: Athena will run eligibility automatically 7 days before an appointment. If there is an issue with their insurance verification the patient will fall into this bucket. These should be worked daily to allow enough time for eligibility resolution.

Appointments to Reschedule: Any time there is a template change for a provider, patients affected by the change will fall into this bucket. Please reach out to reschedule them.

Appointments to Schedule: These are Ticklers to inform when and for what type of appointment the provider would like their patient back for. Schedule the appointment based on the ticker, or it will not be deleted.

Appointment Requests: If a patient selects “request an appointment” in their patient portal, the request will fall into this bucket. Please work daily and first thing in the AM if it affects today’s schedule.

Patient Cases: This is the messaging inbox. Patients can send us messages through the portal which will fall into this bucket. These are also messages from other Geode professionals that may need to document information regarding the patient.

Admin/Phone Messages: This bucket houses Protocol reports, Ad Hoc Epion ROI forms that were requested, and external referral orders.

**Items in these buckets should be worked first thing in the AM if marked URGENT or if affecting today’s schedule. All other items should be worked within the same day and no later than 48 hours **