Patient Data Archives

1500 Claim Form Instructions

Download Support Tool Seeing is believing and that starts the learning process. In this very helpful tool, we’ve created a visual map that outlines the most important fields on the 1500 billing form and what should be included. Use it to ensure that your billing software maps the most important information to the proper section…

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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…

Intake Paperwork – Accuracy is Vital

Intake Process Contributes to Practice Success Whether your intake process is fully electronic, fully paper, or a hybrid, it is important that all gathered patient data is confirmed, accurate, and complete before treatment begins. The intake process contains data that impacts the doctor’s examination, treatment plan, financial report of findings, future collections, and liability protection….