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How to quickly grab the procedures from a patient's treatment plan and add them to the ledger as charges with correct date of service.
How to re-verify a patient's insurance coverage and update their estimated fee before the scheduled surgery. It's best to re-verify within 1 week of the surgery to make sure the coverage is up-to-date.
Insurance Verification form for New Patient, complete ahead of their scheduled consultation appointment so the front desk can confidently collect fees for this visit at check-in.
Scheduler features (drag and drop); Checking in a patient with incomplete forms.
Front desk, Check-out actions: How to present patients with their treatment plan, estimated fee for surgery and review cost breakdown based on the Doctor's consultation report.
How to schedule a new patient and send registration forms.
Patient Card Tabs: Patient Info, Attachments, Health History & Patient Portal Topics and timestamps: (Start) Patient info: 0.00 Appointment History: 0:40 Attachments: 01:22 Reports tab: 2:16 Alerts: 2:35 Health History: 3:05 Patient Portal: 4:16
How to create claims, view and resolve validation errors, add attachments/narratives, and submit.
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