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 -