Managing Patient Flow The No Surprises Act requires the clinic staff to obtain as much information as possible about the patient prior to making an appointment. Questions such as, will you be planning on filing this service with your health insurance should be built into the clinics phone call scripting. If a patient is using…

Download Support Tool Hopefully, the New Patient Phone Call inspired your team to complete their own role-playing exercises. This helpful tool is easy to download and place in an office training manual. It not only addresses the typical new patient phone call but also provides examples of established patients and personal injury. It provides well-rounded…

This comprehensive training takes you through several types of new patient phone calls. Clinic staff can get a feel for how the New Patient Data Collection form can help them gather the necessary information on every call. We encourage you to view the entire training and use it as a guideline for future role-playing in…

Download Support Tool Most clinics require staff members to carry out several different job duties at one time. Often the intake process is the first thing that suffers. It has been driven into our minds that new patients are the lifeline to a practice, and established patients should get in whenever they want. We can…

Download Support Tool This helpful tool can be downloaded and used to assist with training staff who are responsible for front desk duties. When building a compliant intake process, it is necessary to make sure that everyone on the team is on the same page and has a basic understanding of how to properly handle…

This tutorial takes a closer look at how regulations over the years have impacted the intake process for both insurance and cash-based practices. The silo approach is no longer possible with interoperability, transparency and consumer empowerment related rules and requirements. You will learn what is required of the clinic and how you can build or…