GENERAL OFFICE & ADMINISTRATION
- Staff and Contact Information
- Providers, Location & Hours
- Software Programs
- Folders & Drives
- Remote Work Policy
- Clinic Service Lines and Common Disorder Tracks
- Faithful Follow-up
- Apple Care Signup
- Apple Care Cancellation
FRONT OFFICE OPERATIONS
EMR Software & Workflow
- Prognocis Overview
- ProCheckIn (Business Operations)
- Accessing Old Patient Records from QuickCharts and ChartTalk
Patient Communication
- Answering Phones
- Voicemails and Texting
- Missed Call Texts
- Move-‘Em-Up List Protocol
- Patient Appointment Preparation and Reminder Process
- 24-hour Cancellation Policy
- Telemedicine Appointment Scheduling and Payment Collection*
Scheduling & Encounters
- Scheduling Tips
- Scheduling a Patient Encounter
- Creating a New Patient
- Blocking a Provider’s Schedule
- Generate an Appointment List for Printing
- Encounter Types
- Encounter Workflow
- How to Open an Auto/WC/PI Case
Front Desk Financials
- Collecting Copays/Ded/Balances
- Square (Gift Cards)
BILLING & INSURANCE
Insurance & Claims
- Insurance Set-up and Eligibility
- Insurance Verification/Authorization
- Auto/Worker’s Comp./Personal Injury
- Optum Insurance Form Submission and Processing*
- Billing and Claims Procedures
- Claims and Charges
- Posting of Payments and Remittances*
- Posting Patient Payments as a Patient Receipt*
- BCBS Check Posting Examples
- AR and Denials
- Next Day Scrubbing
Reports
- Total New Patients
- True New Patients
- Patient Referral Sources
- PT Patients Evaled but Not Scheduled
- Cancelled Appointments by Provider
Medical Records & Consults
- Medical Records
- Uploading Documents/Faxes
- Consult Orders (Referrals) process (External)
- Other Daily Procedures for Billing Department*
Inventory & Procurement
Protocols & Clinical Processes
TECHNICAL/SYSTEM SETUP
Weave