Most of this is left up to each CM team’s discretion but:
In “Chart Review” → check to see if any of the senior clinicians volunteering on a certain week have seen any of the patients who are on that week’s schedule → IF SO…. assign that patient to the senior clinician who has seen him/her in the past. Directions to do this are here: (“When a patient arrives in clinic”).
Check the roster to see if any seniors have requested to see a particular patient. Assign 9am patients by Friday evening at 5pm so that senior clinicians can review the charts before clinic day.
Assign 11:30am patients as they come into clinic.
To assign a patient in EPIC: In the “Schedule” screen, highlight patient, click “Change Provider”, find senior’s name, and accept.