ADMINISTRATIVE MEDICAL ASSISTANT/ACCOUNTING - VISION



WORKSHEET 3Prepare Message FormsPerformance ObjectiveTask: Evaluate the following incoming calls; determine the calls that require the transfer of information to message forms; complete the forms.Directions: It is the morning of Tuesday, November 6, and both physicians (Fran Practon, MD and Gerald Practon, MD) are at the hospital and will not be in the office until 1 pm. Determine which calls may be taken care of immediately (e.g., make appointment) and which calls need information transferred to a message form.Record the necessary information for a message to be given to the doctor.Example:November 6, 2011 at 9:15 Marguerite Houston (Mrs. C.F.) (678-7892) calls and is upset and excited. She wants to ask Dr. G.P. if she can discontinue the medication he prescribed because she thinks she is allergic to it; she now has a rash on her face. You have told her that the doctor is not in the office and that you will ask him to call her as soon as he comes in.Answer: message G.P.PRIORITY ?PATIENT Marguerite HoustonAGECALLERTELEPHONE 678-7892REFERRED TOCHART #CHART ATTACHED ? YES ? NODATETIMEREC’D BYNov /6/2011 9:15TELEPHONE RECORD MESSAGE GPRash on face – possibly allergic to prescribed medication – call ASAPTEMPALLERGIESRESPONSEPHY/RN INITIALS DATE / / TIME INITIALS2. 9:35 Donald Eggert (765-3145) asks to speak to Dr, F, P. He wants to make an appt. for an injection next week. 3. A person calls and refuses to identify himself. He requests information on a patient, Marilyn Turner. 4. A patient, Bruce Jeffers (486-2468), calls to cancel his appointment with Dr. G.P. that is scheduled for this afternoon because he has to leave on a flight to New York tomorrow. He will make another appointment upon his return late next week. He would like to know what to do about the series of daily injections he has been receiving from Dr. Practon. 5. Phyllis Sperry (678-1162) wants to know the results of the Pap test taken last week by Dr. F. P. 6. Mr. G. W. Witte (678-5478) represents the General Surgical Supply Company and wants to show the doctors a new instrument. You have suggested he call the next day when you will let him know whether either of the physicians will be able to talk to him or schedule an appointment. 7. Midway Pharmacy (649-3762) calls Dr. F.P. and wants to know if there can be a refill on Philip Stevenson Jr’s prescription No. 8711342. 8. Sylvia Cone (411-8215) calls and asks to speak to Dr. G.P. She refuses to leave a message and says that it is urgent. 9. Charles Jones (487-6650) calls to ask if the Practon’s can recommend an eye, ear, and nose specialist. 10. Mary Lu Practon, the Practons’ 14-year-old daughter, calls to report that she is going to Disneyland with the Cone family for the day. She will return home about 9 p.m. 11. Betty Knott (678-0076) call to ask if Dr, G.P. will donate time to give flu injections next Sunday form either 9 to 12 or 1 to 3. She needs to know as soon as possible. She is calling from the Reseda Red Cross office on Sepulveda Boulevard, where the injections are to be given. 12. Alan Becker (486-9993) calls and is upset about the bill he received today from Dr. F.P. He thinks the amount is exorbitant, and he asks to speak to Dr. Practon or someone in authority. 13. Patricia Papakositkus (687 4512) telephones the office to make an appointment. She is having daily headaches. 14. Dr. Martin Laird (643-1108) calls to ask if Dr. G.P. would like to ride to the AMA meeting tonight Dr. Practon should let Dr. Laird know before 4:00 p.m. 15. Elizabeth Montague (411-0068) calls to ask if she should continue her medication. She feels fine now. Dr. G.P. is her physician. 16. Alyson Pierce (Mrs. D.M.) (765-9077) calls to ask if Dr. F.P. can stop by on her way home tonight at 562 Lynnbrook Avenue, Agoura, to look at her little girl, Courtney, aged 3, who has a high fever 103 F. Alyson has no means of transportation. You tell her you will check with the doctor as soon as possible and will let her know if this home visit can be worked out. ................
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