Employee Name: SKKYLOR BAKER
Date of Report: 03/09/2021
-The following are tasks that have been trained that need slight attention:
o Attention to detail. Mastering the fundamental basics of check in are apparent; however, continue to pay
attention to detail to other tasks. For example:
 Ensuring you have collected proper demographic information and have also entered it in
the system. Remember new patients cannot be scheduled with completed demographic
and insurance information.
 When a patient completes ANY type of paperwork or gives you any documentation, you
must update the chart in addition to scanning. For example:
 Insurance Cards-please also have Billing Department re-run
insurance eligibility (which is also a task you will need to
be trained on) and you MUST update the insurance in the
system-not just scan the card.
 Med Lists-please check the med list for patient updates to
the demographics AND pharmacy. Make any necessary
changes in the chart.
 NP Paperwork: make sure the information that is in the
chart matches what the patient has written down (name
spellings, address, DOB, SSN, email, pharmacy info and
insurance info).
o When a patient has been added to the schedule after the Billing Department has done their
Schedule/Eligibility, you must notify the Billing Department that you’ve added a patient on immediately
so they can run eligibility prior to the patient arriving.
o Paying close attention to the Schedule/Eligibility that the Billing Department has done. Make sure you
review their comments for balances owed, amount currently due, total amount due, and whether you
need to collect insurance, ID, or any other documents. If there is a note to bring the insurance card to
220 East Gore Street, Suite 201 • Orlando, Florida 32806 • Phone: (407) 985-1940 • Fax: (407) 985-1947
them when a patient arrives, that is because they have to verify benefits and need the information as
soon as the patient arrives. Remember, always read it thoroughly and follow requirements for each
patient.
o Faxes: please remember to list the Rx medication, the name of the radiology imaging, and be sure you
remember how to determine who to assign the faxes to. Read the fax to try to relate it to where it needs
to go. For now, Christina D. gets Rx refill requests, Kiara gets Prior Auths and any documents that the
doctor needs to wet sign, Sheila gets all reports, results, labs, consults. Remember to make sure that
there is only 1 patient to a fax and separate accordingly.
o When closing out the day, please remember to reconcile and balance each line item before turning it in.
All totals should match.
-The following are tasks that are scheduled to be trained; however, mastery of the above is required before
further training commences:
o Prescription Refills
o Cross-train in the back for Medical Assistant Coverage
Summary:
Overall Skkylor is progressing well. I have observed her knowledge of the position; however slight attention to
detail is needed to fully complete the task accurately. Once consistency is noted with these recommendations
above, I feel confident to further her training to the next phases.
Target date:
To have the above completely mastered within 1.5 weeks which will complete the first month of employment.
The next phase(s) of prescription refills and cross-training will be implemented with a target date for complete
training by April 10th to allow for evaluation and feedback prior to 90-day evaluation in May.
Reviewed & Signed:
___________________________________________________________________________________________________
Employee Signature
Date
___________________________________________________________________________________________________
Director Signature
Date
220 East Gore Street, Suite 201 • Orlando, Florida 32806 • Phone: (407) 985-1940 • Fax: (407) 985-1947