October 21, 2020

 

 

REVIEW - What sticks out about yesterday's training? 

 

WORD TEMPLATES

  • How to find and use templates
Memos - Scenario: 
  • You supervise all the CNAs and their schedules. The month of August is very busy with back to school physicals and other appointments. You need to know now if any of your staff are going to request time off between August 1 and Labor Day weekend. Create a memo to post at the time clock announcing that all days off during that time period must be requested now. 
  • Upload to Dropbox and share with Liz
Postcard -Scenario:
  • Due to COVID- 19 concerns, flu shots will be available by appointment only. There will be no flu shot clinic this year. You need to send a postcard to the patient mailing list to let patients know they will need to schedule appointments for flu shots.
  • Upload to Dropbox and share with Liz

 

EXCEL

  • Functions - database & spreadsheets
  • Components - rows, columns, cells, sheets
  • Shortcuts: 
    • sizing cell
    • repeating patterns
    • sorting
Database - Workplace scenario
  • Create a design for database based on how you might need to use it in the future
  • Create a patient database, including name, DOB, contact, insurance
  • Create a second sheet for youth patients and include guardian info 
  • Sort database by last name
  • Sort database by zip code 
  • Upload to Dropbox and share with Liz


EMAIL
  • sending, replying, forwarding
  • formatting
  • attachments
  • professionalism
  • settings: signature line, vacation responder
  • organization, folders, searching

 Workplace Scenario

Respond to the following email:

I have moved to Denver, Colorado and would like to transfer my medical records to my new primary care physician. How do I do this?

Thank you, Liz Onufer (lizonufer@yahoo.com)

Your office has an online patient portal through which a patient can access her own records and forward OR a copy of the hard records can be mailed directly to the new doctor once the authorization form is filled out and the transfer fee paid.


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