Certified Revenue Cycle Representative (CRCR) Practice Exam

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What must a scheduling staff member confirm regarding a patient when there is a request for service?

  1. Verify the patient's insurance coverage if the patient is a returning customer

  2. Ensure that she/he accesses the correct information in the historical database

  3. Confirm that physician orders have been received

  4. Check if any patient balance due

The correct answer is: Ensure that she/he accesses the correct information in the historical database

When a scheduling staff member receives a request for service, it is vital to ensure that the correct information is accessed in the historical database. This confirmation process involves reviewing the patient's past appointments, previous procedures, and any relevant medical records that may impact the new service request. Having accurate historical data helps in understanding any special needs of the patient and ensures that the scheduling aligns with the right physician or service provider. In this context, while verifying insurance coverage, confirming physician orders, and checking patient balances are important components of the revenue cycle management process, accessing the appropriate historical information is crucial at the scheduling stage. It allows the scheduling staff to provide relevant details to the patient, make informed scheduling decisions, and enhance the overall patient experience.