Patient Demographics Update:

• Verify patient address, phone number, email address and emergency contact information
• Verify Referring and/or PCP Information
• Verify ABN on file, if necessary
• Obtain new copies of driver license or state ID card
• Obtain new HIPAA, financial policies and medical history updates
• Obtain a social security number (this helps in a collection agency situation)

Patient Insurance Update:

• Copy new insurance card; front and back
• Verify network coverage, eligibility and benefits for specific lines of services

Eligibility:

• Call regarding new networks
• Verify new deductibles, co-insurances and copays, store in the software system
• Verify effective and possible end dates, store in the software system
• Verify in network status versus out of network status per provider per practice location
• Remind patients they should know their benefits and also confirm in network status

Authorization:

• Make sure to get each patient authorized for services 

Credit Card on File:

• Obtain software which helps store credit cards and enter a credit card for each patient
• Form for the patient to sign to store the card and run once the insurance process for payment 

Front End Collections:  

• When calling for appointment reminders, include if a balance is outstanding and how much the patient is expected to bring
• Check for patient balances when the patient makes an appointment and notify them that their payment is due when they come in to see the doctor 
• Provide additional training so the front desk staff can clearly explain why a balance is owed and why it needs to be paid

You Take Care of the Patients, We Take Care of the Providers