Referrals (Out of office):

Jessica Nunez (Primary) Brianna Victor

Denisse Jose

Referrals (In House):

Lorene Gomez (Dr. Duc Nguyen, Podiatry/Chiro)(Dr. Hoang Ho, Optometry)(Dr. Lawrence Cooper,
Ophthalmology)
Paola Diaz (Dr. Bryant Nguyen, Cardiology) (Dr. Kohan, Pulm/SleepMed) (Dr. Asfar, Rheumatology)
Jammie Salazar (All IPA Referrals, EABND/EAMOLINA, EAImperialHealth)
Esteban Martinez (Dr. Harry Elshire, General Surgery)

Medication Refills/ Pharmacy Rx Change or Alternative being requested:

Any/all scribes or provider can look into refills, but main points of contacts would be below. Please
create encounters for most instances unless pharmacy ABSOLUTELY needs to speak to some ASAP.
Jose Esteban Victor
Brianna Dominique
Denise Deborah

Durable Medical Equipment(DME)/Disposable Supplies(e.g., Incontinence, wound care, catheters,

etc)
Denisse (PrimaryCLX) Melissa(PrimaryBW) Jose
Brianna (PrimaryEC) Esteban Victor

Medication Prior Authorizations:

Noreen Ali (Align, Scribe)(Primary)
Jose
Brianna

Staff Locations:
Calexico El Centro Brawley
Jose Jaime Brianna Dominique
Victor Lorene Esteban Melissa
Denise Paola
Deborah
Jessica N.

 When someone is marked as Primary, they should be contacted first before others are attempted.
If unable to contact then, the others listed may be able to help out. In the case of scribes, any of
them are able to look up info on med refills.
 Not all staff is listed here. Some different staff may help that I have not listed here. This is simply
a short cheat sheet to keep in mind. If in doubt, please Google Chat a member of management for
advice as to how to continue.
 1. □ Chief Complaint
- Short and Sweet if possible (Details in HPI). List all issues briefly. Pain. What, Where, How,
Meds.
- If Labs/Imaging/Records are needed, please notify indicated staff
2. □ Medication Reconciliation
- Ask patient about each medication one by one. Verify the dosage, strength, frequency, etc.
This leads to the next step. The Dx indication for medication they are taking (e.g., Losartan
for Hypertension, Metformin for Diabetes, Atorvastatin for Hyperlipidemia, Symbicort for
Asthma or COPD, Adderall for ADHD, etc.)
3. □ Past Medical History
- List All Chronic Conditions (e.g. Hypertension, Diabetes, Hyperlipidemia, COPD, Asthma,
etc.)
- HEDIS Measures Checklist would be typed under here.
- List Specialists by Name of Physician, Specialty (e.g., Dr. Kohan, Pulmonology/ Dr.
Palakodeti, Cardiology)
4. □ Allergies
- List all Allergies, if none check NKDA. (Medication, Food, Animals. “Seasonal Allergies”)
5. □ Surgical History
- List ALL surgeries patient has had. If none INPUT “Date: Denies Any Past Surgical Hx”
- Ex: 05/2017 Cholecystectomy (Gall Bladder Removal) at ECRMC
6. □ Hospitalization
- List any past hospitalizations in the past 6 months. If none “Date: XX/XX/XXXX and insert
‘Patient denies any hospitalizations in the past 6 months’”
7. □ Family Hx
- List immediate families chronic conditions Diabetes, Hypertension, Stroke, Mental Illness,
Heart Disease, Cancers, etc. In notes list any general notes of Family Medical Hx.
8. □ Social History
- Fill out Tobacco Use/Smoking Form
- Go to Drugs/Alcohol Folder and fill form for Drugs and Alcohol Screen (Audit-C)
- Fill out Domestic Violence questionnaire
9. HepB/HepC Screening
- Continue with HepB/HepC Screening tools
HEDIS Measures Checklist
Last TB Screening (All Ages) (If CXR done for any reason please list)
□ PPD Skin Test □ QuantiFERON □ Chest X-ray – Do Questionnaire on new patients.
Adult Immunization (Most recent, if patient does not recall)
□ Tetanus or Tdap (every 10 years):
Date: ________ Location: ________ □ Zoster/ Shingles (Age 50+):
□ Influenza Vaccine (yearly): Date: ________ Location: ________
Date: ________ Location: ________ □ Varicella/MMR:
□ Pneumonia (Age 65+): Date: ________ Location: ________
Date: ________ Location: ________
Colorectal Cancer Screening (Age 50-75)
□ Colonoscopy (Every 10 years) □ Sigmoidoscopy (every 5 years) □ FOBT (Yearly) (Occult Blood Test) □ Other:
_____________
Date: ______________ Physician: _______________ Results: _______________
Breast Cancer Screening (Age 40-75, unless Immediate Family Hx of Breast CA[Sister, Aunt, 1st Cousin])
□ Mammogram (Yearly) □ BRCA Lab □ Other: _____________
Date: _________________ Location: _______________ Result: _______________
Cervical Cancer Screening (Ages 21-65, or 18+ if sexually active)
Pap Smear(2 years): ________________ Physician: _________________ Results: __________
Any Hx of Abnormal Pap or HPV? □ Yes □ No
If so, what year? _______________________
Osteoporosis Screening (Age 65+)
□ DEXA Other: ____________
Date: ____________Results: _________________ Location: ______________

Common Controlled Substances

Generic Brand Indication

Acetaminophen-Codeine #3 Tylenol #3 Pain
Amphetamine/Dextroamphetamine Adderall ADHD
Alprazolam Xanax Anxiety
-Belsomra* Belsomra Insomnia
Butalbital-APAP-Caffeine Fioricet Pain
Butalbital-APAP-Caffeine-Codeine Fioricet-Codeine Pain
Butalbital-ASA-Caffeine Fiorinal Pain
Butalbital-ASA-Caffeine-Codeine Fiorinal-Codeine Pain
Carisoprodol Soma Pain
Clonazepam Klonopin Anxiety
Codeine Codeine Pain
-Dayvigo* Dayvigo Insomnia
Diazepam Valium Anxiety/ Panic Attacks
Diphenoxylate/Atropine Lomotil Diarrhea
Fentanyl Duragesic Pain
Hydrocodone-Acetaminophen Norco/ Vicodin Pain
Hydromorphone Dilaudid Pain
Lorazepam Ativan Anxiety/ Insomnia
-Lunesta* Lunesta Insomnia
Methadone Methadone Opioid Use Disorder
Methylphenidate Ritalin ADHD
Morphine MS Contin Pain
Oxycodone Oxycontin Pain
 Oxycodone-Acetaminophen Percocet Pain
Pregabalin Lyrica Nerve Pain
Temazepam Restoril Insomnia
Testosterone Androgel, Xyosted, Hormone Replacement
etc. Therapy
Tramadol Ultram Pain
Zolpidem Ambien Insomnia

Note: This list is not all inclusive, this is simply the most commonly seen in our practice. An
Asterisk (*) seen next to the name means only Brand is available.
- Patients must be seen each and every time a refill is needed on any of these medications.
Every month they must come in as they are controlled substances.

Phone Triage: Script when STARTING the call.

Hello,
This is [Staff Member] calling from Vo Medical Center, now known as Legacy MD. I am calling
in regards to an upcoming appointment you have at our facility. We are implementing a new
program where we call you ahead of time and perform an over-the-phone questionnaire as to
reduce your in office wait-time when you come in for your office visit. The questionnaire
involves items such as listing current medications, allergies, medical history, social history such
as alcohol use or tobacco use, and screenings for immunizations and/or age-related procedures
such as DEXA Scans or colonoscopy. May we proceed briefly?
- If the patient declines to continue on the phone, please insist that you continue as politely
as possible. Remind them that this will reduce in-office wait time significantly as it would
be done before they come in.
- If they decline for a reason such as they are currently busy or are the time is inconvenient,
please write their information down and ask them for a more convenient time to call back
THE SAME DAY. Keyword is to get it done as soon as possible BEFORE their
appointment. Make sure to call them back. When you do call back, call twice in a row if
they don’t pick up the first time and then 10-15 minutes after that once more.
- Explain that this is a necessary process to improve quality of care.
- If they accept, please proceed with the training as indicated by Jose.
Common Questions
1. Why are you calling me again? (For Patients being called ahead of time)
- We are attempting to speed up the in office wait time by screening patients before their
appointments. This way all of the routine care may be done prior to your office visit,
improving quality and care for any acute issues you may have.
2. Why are you calling me again? (For Patients being called after the fact)
 - We are calling about some routine questions that we may have missed during their
regular appointment. In order to continue to provide quality care we would like to review
some of those inquiries with you now.
3. Where are you calling from?
- Explain that Vo Medical Center is transitioning to Legacy MD. Remind them of what
providers they would see with us. Ex: If patient saw Christian Romero, FNP, multiple
times remind them that it is that office that is calling. Note: We are still commonly known
simply as Dr. Vo’s office.
4. Why do I need to schedule a Physical Exam?
- As a member of their insurance plan, they are allowed an annual physical exam every 12
months for evaluation of health risks. Labs can be ordered, Mammograms, Pap Smears,
Colonoscopy, TB Screening, etc.
- If a Physical Exam is not needed then offer a regular appointment for any questions or
concerns, they may have such as medications, labs, chronic conditions, etc.

Vo Medical Center Legacy MD IVRHC CV Surgical Center

222 E. Cole Blvd, 222 E. Cole Blvd, 290 Main St. 81812 Dr. Carreon
Calexico, CA 92231 Calexico, CA 92231 Brawley, CA 92227 Blvd Suite F
Indio, CA 99201
1520 S. Imperial Ave. 1520 S. Imperial Ave.
El Centro, CA 92243 El Centro, CA 92243
81812 Dr. Carreon 81812 Dr. Carreon
Blvd, Suite E. Indio, Blvd, Suite E. Indio,
CA 92201 CA 92201
690 Otay Lakes Rd 125
Chula Vista, CA 91910

Ph: 760-352-2551 Ph: 760-550-1685 Ph: 760-550-1510 Ph: 760-550-5657

Fax: 888-631-5150 Fax: 442-615-2060 Fax: 877-550-2018 Fax: 760-560-9256
Group NPI: 1609118041 Group NPI: 1073210753 Group NPI: 1912662883 Group NPI: 1962102491
Tax ID: 454615338 Tax ID: 884410340 Tax ID: 814673932 Tax ID: 883646538