Schedules new appointments, for new patients as well as established patients
Direct reschedule for families on MyChart
Open reschedule when there’s no MyChart account
Cancels appointments, then reads the change back
Confirms upcoming visits: time, provider and what to bring
Medication refills
Refills the prescriptions with refills remaining
Out of refills but renewable: sent to the provider as a renewal
Pharmacy confirmed or changed before order is submitted
The LF PC PRIMARY CARE NURSE POOL and the chart kept in the loop on every request
Warm transfers
Every handoff is a warm transfer, so the caller never starts over
Clinic schedulers in business hours; the Nurse Line at 12172 after
Front desk at 12170 or 12171, practice manager Ashley Frederick at 470-566-1004
Billing before July 2024 to 404-389-1600, Children’s Billing after to 404-785-5589
A CRM record rides along, so the next person has the whole story
Symptom escalation
Every symptom classified: critical, emergent, urgent or routine
Strips the hedging before deciding: “he was only out for a second” is a loss of consciousness
Critical means 911 said out loud; emergent is warm transferred to a live nurse on the nurse line
Urgent and routine land in the LF PC PRIMARY CARE NURSE POOL with a priority on them
Caller FAQs
Straight off the clinic’s Panviva sheet, answered as written.
Appointment PrepBilling QuestionsInsurance QuestionsCo-PaymentsInsurance AcceptedSelf PayCashless PaymentsPrior Authorization StatusPatient PortalMedical RecordsLate Arrival PolicyPatient Age SeenGeneral Clinic Info
Policy & Escalation
The harder sections of the same sheet, handled to the letter.
Prescription RefillsX-Ray and LabsOrders & PaperworkDental ClearanceNurse CallbacksComplaintsUnvaccinated PatientsICE ConcernsPhysical/Sexual AbuseThoughts of homicide/suicideVendor & Pharma RepsDeath Indicator
Two families are on file.
Whitfield family
Amanda WhitfieldMother · guardian
USR-1001 · DOB 12 Apr 1988
+1-555-201-3344
482 Maplewood Drive, Marietta, GA 30060
BlueChoice HMO · guarantor on both charts
MyChart: awhitfield
Scheduling access: Owen only · Harper is 17
Owen, 13Established
MRN-100235 · DOB 22 Jan 2013
Albuterol HFA 90mcg, as needed · 0 refills, renewable · last filled 18 Jun
Loratadine (Claritin) 10mg daily · 3 refills left · last filled 20 Jul
Amoxicillin 250mg/5mL · 10-day course completed — no refills, not renewable
CVS Pharmacy (inside Target) · 2400 N Druid Hills Rd NE, Atlanta 30329
21 Aug, 2:00 PM · asthma follow-up, Dr LeDuc
Mild persistent asthma
Harper, 17Established
MRN-100234 · DOB 15 Mar 2009
14 Aug, 10:30 AM · well-child visit
Parent cannot change appointments · adolescent chart, 13 and over
No active medications on file
Last well-child 13 Aug 2025 · next due 14 Aug 2026
Nguyen family
Carlos NguyenFather · guardian
USR-1002 · DOB 2 Sep 1990
+1-555-478-2210
119 Brookstone Lane, Alpharetta, GA 30022
Aetna Better Health Kids · guarantor
No MyChart account
Mateo, 6Established
MRN-100236 · DOB 10 May 2020
17 Aug, 9:15 AM · sick visit, ear infection recheck
19 Aug, 10:30 AM · nurse visit, flu vaccine
No active medications on file
No known allergies
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