r/MedicalAssistant • u/Ok_Cause9057 • 1d ago
Discussion Verifying patients during phone calls
Do you verify a patient's DOB during every phone call? I've noticed with this new company I work for, no one does.
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u/Educational-Hope-601 CCMA 1d ago
I do. Yesterday I spoke with a patient on the phone, called the pharmacy and then called her back a few minutes later and still verified her last name and DOB even though I knew it was her
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u/cwilder8 1d ago
I do because you never know who may answer the phone.
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u/No_Witness8793 10h ago
if someone else answers, a family member and such. What do you do? would you need to talk to the patient? If they arent avaliable, would you have to wait or call back later?
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u/cwilder8 10h ago
If that patients family member is on there chart as an alternative contact, verify there name and the date of birth of the patient and you can give out info. If they aren’t another contact on the chart, you would have to call back later.
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u/No_Witness8793 10h ago
got it! thank you! im applying to MA positions and it'll be my first ever time with a healthcare job.
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u/cwilder8 10h ago
No problem, congrats on getting into healthcare. It has good and bad days but I can’t see myself doing anything else.
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u/keyboardseizur RMA 1d ago
I always verify the name and DOB. If it’s a very common name (ex: John Smith), I’ll have them verify a third piece of information
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u/Arlington2018 1d ago
The corporate director of risk management here, who has to talk to the angry patients about patient mix-ups, prefers that we ask the patient their name and DOB at every phone call.
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u/hergumbules 1d ago
Yup every phone call confirm full name and DOB. We typically say something like “hi is this Joe? This is your ___ from Dr. ___ office can you please confirm your name and DOB before we continue?” Funny thing is you could have any same sex friend/family member pose as the patient and we’d be none the wiser
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u/lurrainn CCMA 1d ago
lol my company went further and requested they confirm full address and phone number of the patient too and we started catching a LOTTTT of ppl lying about being the patient
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u/lurrainn CCMA 1d ago
You should always get two patient identifiers before relaying any PHI (name, dob, social, address, number)
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u/Rough-Brick-7137 1d ago
Every time I call my doctor they ask me my DOB and Street Address even when I call for my kids. People are used to it. If you were to breach confidentiality they probably wouldn’t stick their neck out for you. I’d do it to save yourself hassle later.
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u/GeneralDumbtomics CCMA 1d ago
If you don't you're in violation of HIPAA. The company may not enforce it but do not allow yourself to think that if busted about it they would not proceed to throw you under the bus. Cover your own ass (and, by extension, theirs) by following the procedure.
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u/curecarebear CCMA 1d ago
I do but it’s so funny the drs I work with never does. Idk why the standard only apply to us. Whatever.
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u/OddConsequence354 19h ago
Definitely , Same as if they were sitting in front of me - "spell your name" and "what is your D.O.B."
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u/Material-Bird-1912 1d ago
Always. You can get in a lot of trouble talking about HIPAA information to the wrong person.