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…

Create a Process Despite its importance, the intake process is often given low priority. To give patients the best experience possible, develop a process before they even step foot in the office. The intake process allows the clinic to collect history and demographic information as soon as a patient schedules an appointment. It is also…

Data is the Lifeline of Today’s Businesses In the past, a business was built on experience and intuition. Now businesses are data-driven, especially when it comes to customer data. Although it is a different type and small in comparison to data managed by large corporations, the information collected on the initial new patient phone call…

Reference Documents UHC Consolidated Appropriations Act-FAQ GFE Standard Notice Instructions