Embedded Files
This step consists of:
Initial phone call
New patient forms
Insurance information
What do you do with this information?
Prepare for the patient
Consult details and new patient forms: Send confirmation and New Patient Forms
Insurance coverage: confirm insurance coverage and benefits
Appointment confirmation: Make sure patient has confirmed his/her appointment
Financial Setup: Setup Acceptx Pro for each patient
Post-consult folder: Put together post-consult folder with practice information
Mapping New patient forms: Check to see if the patient has filled out the new patient form. If so, map out the items.
Identify missing information: Technically, this should be done hopefully during phone call. If not, on the Monday of the week.
Morning Brief (after morning huddle): Determine what questions to ask to get more information. Schedule conflicts
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