Intake Paperwork – Organized & Secure

Organizing Intake Paperwork Obtaining patient intake paperwork is half the battle. Making sure that it is organized and properly filed is another challenge. Although our focus is on new patient data, the suggestions throughout this module could apply to reactivated patients, new conditions, and/or accident cases for established patients. Once you have reviewed and confirmed...
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New Patient Folder Compilation

Patient Filing System A great deal of information crosses the front desk during an initial encounter with a patient. It can be challenging to keep track of insurance information, verifications, intake forms, chart notes, treatment plans, and the initial charges. Whether your clinic is paperless (fully electronic) or not, it necessary to have a process...
Oops, your level of membership doesn’t include access to these full training courses. Please reach out to the HelpDesk to learn more about accessing these trainings and resources. Click here to learn more.