THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net
S U M M A R Y
DIARY: October 6, 2004 11:11 AM Wednesday;
Rod Welch
Called Sheridan at UCSF to set meeting date on Millie.
1...Summary/Objective
2...UCFS Medical Center
3...UCFS Cancer Center
4...Referral Numbers...
..............
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CONTACTS
0202 - University of California San Franci O-00000835 0404
020201 - Ms. Sheridan L. Tinker O-00000835 0404
020202 - New Patient Coordinator
020204 - Admissions O-00000835 0404
SUBJECTS
2nd Opinion Verify Scope of Problem and Treatment Planning Tumor Boa
2nd Opinion Requested from UCSF, Stanford, UC Davis Cancer Centers
1204 -
1204 - ..
1205 - Summary/Objective
1206 -
120601 - Follow up ref SDS 7 0000. ref SDS 6 0000.
120602 -
120604 - ..
1207 -
1208 -
1209 - 1111
1210 -
121001 - UCFS Medical Center
121002 - UCFS Cancer Center
121003 - Referral Numbers...
121004 -
121005 - Follow up ref SDS 7 KN7M, ref SDS 6 IH4Q.
121006 -
121007 - Sheridan is the new patient coordinator.
121008 -
121009 - 415 353 7027
121010 -
121011 - sheridan.tinker@ucsfmedctr.org
121013 - ..
121014 - Left another message asking Sheridan to call back and schedule Millie
121015 - for a meeting. Advised of letter Millie sent with background on her
121016 - case.
121017 -
121019 - ..
1211 -
1212 -
1213 - 1533
1214 -
121401 - Received ref DRT 1 0001 from Sheridan at UCSF responding to the letter
121402 - requesting a date for meeting with an oncologist, ref DIP 2 0001,
121403 - submitted yesterday on 041005. ref SDS 7 Y26L
121405 - ..
121406 - Sheridan says...
121407 -
121408 - 1. And how are you today? Having read the below from you, I will
121409 - attach the letter explaining 'self pay'. I'm not surprised
121410 - Kaiser wouldn't pay for a consult here. That is really common
121411 - with my other Kaiser patients. ref DRT 1 0001
121413 - ..
121414 - 2. I can get you in with one of our oncologists on 10-15-04...
121415 - appointments are not the issue at the moment.,... getting your
121416 - records are. I am also attaching a checklist of documents
121417 - needed in case I had not sent it before. Keep me informed if
121418 - you'd like to proceed with the appoint. I wanted to be sure
121419 - you understood the University's criteria for self pay first.
121420 - ref DRT 1 4L6F
121422 - ..
121423 - [On 041007 arranged with Kaiser Business office to
121424 - expedite with "urgent" notice for transferring medical
121425 - records for 2nd opinion. ref SDS 8 VN9O
121427 - ..
121428 - 1. Self pay letter, ref DRT 1 709N
121429 -
121430 - [On 041007 Richard in finance office called. ref SDS 9
121431 - 3Z4M
121433 - ..
121434 - 2. What to bring, ref DRT 1 7444
121435 -
121436 - http://ucsfbreastcarecenter.org/patientforms.html
121438 - ..
121439 - This section has a link to a nine (9) page form on the Internet with
121440 - forms the patient can fill out, ref DRT 1 01ZU, to be prepared for the
121441 - meeting....
121442 -
121443 - UCSF Carol Franc Buck Breast Care Center
121444 - Patient Information
121445 - 1600 Divisadero Street, 2nd Floor UCSF Comprehensive Cancer Center
121446 - San Francisco, California 94115
121447 -
121448 - ...we printed the form, and it can be faxed to UCSF at 415 353 7021 to
121449 - expedite getting started.
121451 - ..
121452 - We need the date and time of the meeting and the name of the
121453 - physician. ref DRT 1 01ZU
121454 -
121455 - [...below, letter to Sheridan requests date and time of
121456 - the meeting, which is needed to fax admission forms to
121457 - UCSF. ref SDS 0 VR8Y
121459 - ..
121460 - [On 041011 downloaded Patient Information forms; Millie
121461 - prepared, called Sheridan to get date, time, and name of
121462 - doctor for fax cover sheet. ref SDS 14 HN8K
121464 - ..
121465 - [On 041012 letter to Sheridan asking to confirm date,
121466 - time, and name of doctor for meeting on 2nd opinion, so
121467 - that Patient Information can be submitted. ref SDS 15
121468 - W06V
121470 - ..
121471 - Attachment to Sheridan's letter continues...
121472 -
121473 - 3. Oncology Checklist, ref DRT 1 7R8Y
121474 -
121475 - [On 041007 arranged with Kaiser Business office to
121476 - expedite transfer medical records based on UCSF's due
121477 - diligence checklist for oncology patients. ref SDS 8
121478 - VN9O
121480 - ..
121481 - [On 041008 notified Sheridan records were transferred,
121482 - and advised we need the date, time, and name of the
121483 - doctor for sending the patient forms to UCSF to prepare
121484 - for meeting with the doctor. ref SDS 11 0001
121485 -
121486 -
121487 -
121489 - ..
1215 -
1216 -
1217 - 1543
1218 -
121801 - Submitted ref DIT 1 0001 to Sheridan asking for clarification on scope
121802 - transfer of medical records, per letter telecon on 041004, ref SDS 7
121803 - VS6O, where Sheridan reports receiving the letter, ref DIP 1 0001,
121804 - submitted on 041002, ref SDS 6 K138, and for ballpark estimate of cost
121805 - for 2nd opinion....
121806 -
121807 - [On 041007 Sheridan had not yet received this letter.
121808 - ref SDS 10 0001
121809 -
121810 - 1. Thanks for your letter today scheduling a meeting on 041015,
121811 - shown below. ref SDS 0 RK6M That's great! ref DIT 1 0001
121813 - ..
121814 - 2. PLease let me know a time, preferably between 10a and 1p in
121815 - order to minimize traffic issues, and the name of the doctor or
121816 - other check in procedure. If this is in the docs you
121817 - submitted, please direct my attention. ref DIT 1 LE6G
121819 - ..
121820 - We need date, time and name of the doctor for filling out the online
121821 - forms and faxing to UCSF to prepare for the meeting, per notice in the
121822 - forms attached to Sheridan's letter today, received above. ref SDS 0
121823 - WL3N
121824 -
121825 - [On 041008 requested date, time, and name of physician
121826 - again. ref SDS 11 9N49
121828 - ..
121829 - [On 041011 called Sheridan to get date, time, and name of
121830 - doctor. ref SDS 14 0474
121832 - ..
121833 - [On 041012 letter to Sheridan asking to confirm date, time,
121834 - and name of doctor for meeting on 2nd opinion, so that
121835 - Patient Information can be submitted. ref SDS 15 W06V
121837 - ..
121838 - 3. Yesterday, Doctor Johnson explained a procedure for contacting
121839 - the Business Office at Kaiser in Walnut Creek to arrange for
121840 - transferring medical records. Your letter today includes an
121841 - attached file "Oncology New Patient Records Checklist." As
121842 - mentioned in my letter yesterday, I will be at Kaiser tomorrow.
121843 - Do I just hand this checklist to Kaiser, and they then provide
121844 - everything UCSF needs? ref DIT 1 XE6M
121845 -
121846 - [On 041007 arranged with Kaiser Business office to expedite
121847 - with "urgent" notice for transferring medical records
121848 - for 2nd opinion. ref SDS 8 VN9O
121850 - ..
121851 - 4. For example, another document you submitted, "Welcome to the
121852 - UCSF..." says in part, "Please Provide... actual glass
121853 - pathology slides of any biopsy..." ref DRT 1 3B8N During the
121854 - meeting with Doctor Johnson yesterday, I asked about transfer
121855 - of test data, and he seemed to indicate that UCSF would only
121856 - need the text reports prepared by the analyst that explains and
121857 - interprets the data, rather than the actual films, slides and
121858 - so forth that seem to be listed as required in the material you
121859 - submitted today. Frankly, I am pleased that the 2nd Opinion
121860 - process looks at the data for a fresh interpretation, rather
121861 - than rely on prior work product. But, this presents issues on
121862 - both scope of transfer, and on cost. ref DIT 1 MA7K
121864 - ..
121865 - 5. Since you have many referrals from Kaiser, then transferring
121866 - records has been established by precedent, but want to clarify
121867 - scope of what is needed in order to avoid delay. This is one
121868 - reason I wanted Doctor Johnson to take the lead on the 2nd
121869 - opinion project, because there can be more direct coordination
121870 - on these admin issues. ref DIT 1 IB8M
121871 -
121872 - [On 041007 arranged with Kaiser Business office to expedite
121873 - with "urgent" notice for transferring medical records
121874 - for 2nd opinion. ref SDS 8 VN9O
121876 - ..
121877 - [On 041008 notified Sheridan records were transferred, and
121878 - advised we need the date, time, and name of the doctor for
121879 - sending the patient forms to UCSF to prepare for meeting
121880 - with the doctor. ref SDS 11 0001
121882 - ..
121883 - 6. Your letter that begins, "Dear Breast Care Center..., sets out
121884 - cost factors, ref DRT 1 709N, and looks like we could be
121885 - looking at $5K - $15K, especially, if new tests are needed. Do
121886 - you have a ballpark idea of cost for referrals on IBC patients?
121887 - ref DIT 1 PH9J
121888 -
121889 - [On 041008 Richard in UCSF Financel Counseling office
121890 - advises Kaiser routinely refuses to pay for essential
121891 - medical expenses, including 2nd opinions, advises of
121892 - patient rights for cost protection regarding HMOs and
121893 - insurance payments. ref SDS 12 H65K
121895 - ..
121896 - [On 041008 initiated legal inquiry for protection of rights
121897 - to recover reasonable and necessary medical expenses under
121898 - insurance obligations. ref SDS 13 OR66
121899 -
121900 -
121901 -
121902 -
121903 -
121904 -
121905 -
121906 -
121907 -
121908 -
121909 -
121910 -
1220 -