1. Example process for addressing paper forms with a team pool
Paperwork arrives at clinic (fax or drop off)
Route information or other requests to appropriate team member
Yes
Forms to be completed by staff? No
Begin Forms Encounter using standard message
Front desk staff completes demographic information
Front desk staff completes any other information they are able to
Form is given to the appropriate care team member RN MA
Form to provider for signature
Family medical leave (FMLA)
Disability
Disabled transportation
Provider letters of appeal
Daycare
Disability parking
Early childhood
Health reimbursement account (HRA)
Physical
Sport cards
School medications administration authorizations
Vaccine
Directly observed therapy (DOT)
Document within encounter
Copy of form scanned to medical record
Form picked up, mailed or faxed (patient preference)
Hold until provider returns or route to advance practice clinician or covering provider No
Physician out of office for >1 day?
Yes
Close the encounter
Terminal point
Process
Document
Decision
Example provided courtesy of Bellin Health