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WHAT: Lunch & Learn Webinar Series - AI Tips for Task Management
WHEN: Thursday, September 25, at 2:00-2:30 PM PST and 3:00-3:30 PM PST

Discover practical AI tools and tips to simplify your to-do list, keep track of priorities, and work more efficiently.
Learn how to use AI to stay organized and accomplish more in less time. Click here to register.


This resource covers the scheduling procedures for non-established and established patients with Medicaid, focusing on how to handle referrals and urgent cases. By following these guidelines, schedulers can ensure proper appointment allocation, especially for Medicaid patients, while adhering to urgency and referral protocols.
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established patient
Medicaid
new patient
non-established patient
referral
Hemorrhoid Banding appointments do not require a prior office visit and can be scheduled as the patient’s initial appointment with MD. This resource outlines specific guidelines for new patients, new patients with a referral, and established patients.
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established patients
gastroenterology
GIC
hemorrhoid
hemorrhoid banding
new patients with a referral
Preventative Medicine aims to enhance patient well-being by advocating for and implementing preventive healthcare practices. It focuses on proactive measures to identify and mitigate health risks before they result in illness, disability, or death.
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consult
gastroenterology
GIC
initial visit
office visit
preventative medicine
preventative medicine consult
preventative medicine initial visit
preventative medicine office visit
In this resource, we identify the different kinds of clinic visits, differentiate office visits, consults, and emergency case guidelines, and explain what to do when the patient is deaf.
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consult
deaf
emergent time
gastroenterology
GIC
initial visit
office visit
Patient Striation is the classification of patients from levels 1 through 5. Level 1 is minor concerns, to level 5 which identifies with patients who have complex medical cases.
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gastroenterology
GIC
level 1
level 2
level 3
level 4
level 5
patient striation
A New Patient is someone who has never been seen by our providers or has not been seen by our providers in 3 years. The patient is considered an Established Patient if seen by a provider for any procedure. Any follow-up appointments should be scheduled with the MD they saw or any APP.
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continuity of care
established patient
gastro
gastroenterology
GIC
initial visit
Medicaid
new patient
Recall are tasks that typically involve scheduling follow-up check-ups for existing patients. This could be for an office visit or another preventive procedure. The timing of the recall depends on the orders or letters from the doctor to the patient.
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gastroenterology
GIC
recalls
VFD
Referrals occur when a patient’s main doctor believes it's beneficial for them to consult with a specialist for specialized care. Since the main doctor is familiar with the patient’s medical background and history, they can offer guidance and provide vital information to the specialist to ensure the patient receives appropriate care tailored to their needs.
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gastroenterology
GIC
referral
VFD
Here, you will learn about filing prior authorization on the gGastro and EPIC websites.
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authorization
epic
g-gastro
gastroenterology
GIC
prior auth
prior authorization
Opening voicemails is also a task of VFDs. The Team Lead provides a list of the following voicemails that need to be worked on daily, and the task is also included on the VFD tracker. Here’s everything you need to know about voicemailing.
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call
gastroenterology
GIC
VFD
Voicemail
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