Overdue Spreadsheet Rules

Overdue Spreadsheet Rules

• RIS:
  • Do NOT call if patient has been seen within the last year
  • Do NOT call if there is an order pending from the same month we are working. 
    • Example: Today is 05/15/2017. Order pending from 05/10/2017.
  • Do NOT call if patient is already scheduled
  • Do NOT call if patient was called within the last week
  • Do NOT call if DNC or Deceased is in the address field
  • Do NOT call if patient is under 40 or over 90 years old
  • Do NOT call male patients
  • Do NOT call if notes state patient went elsewhere
  • Do NOT call if records were transferred to outside facility

• Calling:
  • Dial cell phone and home phone only!
    • Do NOT dial emergency contact or work number

• Spreadsheet:
  • Do NOT alter spreadsheet
    • Do NOT rename spreadsheet!
    • Do NOT delete columns or rows
    • Do NOT add colors to cells
    • Do NOT reorganize listed 
    • Do NOT filter columns
      
      If you accidently delete or alter a spreadsheet, STOP and get Manager or Supervisor involved asap!
       
    • Do NOT add your own notes in columns
      • Use dropdown to select approved notes
      • If needed, use Comments column
        • Limit the amount of notes added
        • Abbreviate if necessary
    • Get supervisor assistance if spreadsheet is not correct or needs to be updated

Edited: 5/24/2017