Key Points Discussed

1. Medication Reconciliation (Med Rec) at Visits
   • For CPEs, AWVs, and hospital discharge visits, ensure you review the patient’s medication list item by item.
   • The Med Rec button is being checked, but discrepancies are still noted when the provider verifies with the patient.
2. Messaging to Providers
   • Before sending messages, confirm which provider has seen the patient the most by right-clicking on the patient’s name and searching their appointment history.
   • Avoid automatically tagging or sending messages to the last provider seen without verification.
3. Phone Call Documentation
   • Always collect complete information during phone calls, including a callback number, in case follow-up questions arise.
4. Urgent Messages for Providers
   • On Fridays and days when providers are working remotely:
     • If a provider’s schedule ends at 12 PM, send urgent messages to the in-office provider.
     • Do not hoard messages; address them promptly throughout the day.
5. Referral Requests
   • Valerie will handle referral requests in Updox or work with patient-provided specialist lists to assist medical assistants (MAs).
6. Follow-Up for Sick Patients Post-Telehealth
   • Patients who call stating they are still sick after a telehealth appointment need to be scheduled for an in-office evaluation.
7. Annual HIPAA Training
   • Staff must complete annual HIPAA training.
   • The training can be done at home, and hours should be logged on timecards.
8. LGBTQ Certification
   • Staff are required to watch the inclusion video located on their desktops and sign the acknowledgment form in the kitchen within the next two weeks.
9. OFM Communications Link
   • Dr. Way has added an OFM communications link on all desktops.
   • Staff meetings, calendars, and important communications will be available there.
   • Check the link at the start of every shift.
10. Cover My Meds Questions
    • Consult with a provider for assistance with Cover My Meds, particularly for weight loss drugs, to ensure accurate responses for approval.
11. Staffing Update
    • Janet will be out from January 21 to February 14.
    • Dawn will cover the front desk during this period.

Action Items
TaskResponsible PartyDeadline
Next Meeting: [Insert Date and Time]
Meeting Adjourned: [Insert Time]