Currently logged in as: Paula Smith  

Engagement Attempt Completed
Unable to Connect - The dialed number resulted in a busy signal. The worklist has been update to reflect the outreach attempt.

Engagement Outreach Completed Successfully
You have completed the patient engagement outreach.

1Qualifying Guarantor

Patient
Name
DOB (Age)
Gender
Address
Jonathan Moretti
  ( 70 )
Male
1049 Spring Rd.
Park view, IL 60318
Primary Phone
Secondary Phone
Email

Guarantor Authorization on File Guarantor Authorization on File
Guarantor On File
Name
DOB (Age)
Gender
Address
Betty Moretti
08/07/1945   ( 70 )
Female
1049 Spring Rd.
Park View, IL 60318
Primary Phone
Secondary Phone
Email
Relationship

Are you speaking with the right party? Completed Completed
May I please speak with Jonathan Moretti?

Hello Jonathan, my name is Paula Smith and I am calling on behalf of Dr. Michael Phillips's office in Park View, Illinois. For identification purposes, can you please verify your date of birth?



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2Attribution Confirmation

Confirm Current Health Services Completed Completed
Our records indicate that you are currently seeing Dr. Michael Phillips for your primary care services, can you please confirm that Dr. Phillips is your current Primary Care Physician?

Most Recent Visit
Physician Specialty Facility Location Visit Date
Dr. Michael Phillips Internal Medicine Northland Community, Park View, IL


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3Service Eligibility

Well Visit Completed Completed
Our records indicate that you are eligible for a Well Visit.

Have you had a Well Visit in the past year?

Recent Service History
Visit Date Physician Practice Service Type Facility Location
Dr. Michael Phillips Internal Medicine Well Visit Northland Community, Park View, IL



When Was Your Last Service?

Great, when was the approximate date of your last Well Visit?




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Ok, we'll schedule your next visit today. There are just a few more items I need to verify first.



4Contact Verification / Preferences

Patient Information Updated - Pending EMR Syncing
Your updates have been made, however, they are awaiting MPI syncing.

AVerify Patient Demographics Complete
Quickly, prior to scheduling your appointment, can I verify your current contact profile to ensure we have accurate information?


BPatient Contact Preferences Complete
Lastly, how would you like to receive updates from Dr. Michael Phillips in the future. Telephone, Email or by SMS Text Messages?






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5Engagement Outcome

Disposition & Notes Completed




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