Check Ins
What is the first step during check ins?
Greet patient with a smile
Which doctor do we make copies for & submit to billing?
Dr. Dougherty
How much do we collect to process medical records requests?
$10
if we don't have pt chart or pt is strictly EHR or Nextech, what do we do?
Print the last 2 notes
What do we do when patients bring in paperwork?
If it's forms to be filled out, scan in CL, add notes in CL + send in rollie with sticky note
What doctors do we make paper charts for?
Dr. Dougherty
What steps are the same when closing for any doctor?
- Ensure all pts are Kept or No showed
- Batch
- DFR
How long does it take to process a request?
7-10 business days
When do we print superbills?
PJD patients and when ODs work in the same office as PJD
Explain the process of when & where FD moves patients on nextech
When patient check ins & are ready we move to waiting room and click task 'waiting for tech'
When patient is checking in & is doing paperwork we move to waiting room and click task 'patient prep/paperwork'
When patient is checking out & booking appt move to check out
When patient is booked & now leaving, move to exit
Describe check in procedures
- Ask for Ins card & ID
- Collect demographics
- Collect payment
- Mark patient as Kept in Compulink
- Move patient in waiting room on Nextech
Who books no charge surgeries & what is the process?
FD books surgery date, times are given the day before
FD books 1 day PO
When do we not need to collect payment for records?
When patient is requesting only visit or when a referring doctor is requesting notes
When do we look for notes on nextexh vs server G?
Any visit from May 6 to present is in Nextech, anything before will be in Server G
What 4 steps must we do with demographics?
1. Check if they are complete
2. Enter into Compulink
3. Upload to Nextech
4. Shred after visit
Describe opening procedures
1. Print 3 schedules per doctor
2. Double check charts
3. Highlight missing ins cards
4. Check billing notes
5. Prep missing charts
Describe the process of when a doctor's requests for a patient to schedule with another one of our doctors
Create an intra office referral
- Add referral source in Compulink
- Send email to call center & cc FD
- Add acct # to DFR
When do we not need to have doctors to review chart?
If notes are signed off on Nextech
Scenario: Patient is not on Nextech & techs have to do exam on paper
Save superbills + exams on server G & scan in CL on scanned documents
What are the different type of lenses we have for cataract surgery?
- Basic
- Economy
- Premium
What do we need for LAL patients?
Blue sleeve with 2 forms:
- LDD treatment form (2 pages)
- Questionnaire (2 pages)
Pt must fill out 1 section of questionnaire
Describe the different types of lasers available to schedule
Yag Medi: yag cat/cap who has medicare
Yag Priv: yag cat/cap who has any other ins
Yag Cash: yag cat/cap who is cash pay
Yag RLE: yage cat/cap after RLE surgery
Yag PI: lpi or laser iridotomy
SLT: selective laser trabeculoplasty (glaucoma)
IPL: Intense pulse Light (dry eye)
What are key factors we look for in order to complete medical records requests?
- Completed form
- Payment Collected
- Chart reviewed
- Where to send request
- What records to send
- How to send request
Scenario: Cat pre op patient is checking who has HMO insurance
Explain to the patient that they have HMO and see if they'd like to continue with a free consultation BUT surgery cost will be all out of pocket or does patient want to cancel & find a provider in network with insurance
Describe the steps in taking surgery payments
- Check fee sheet for how much to collect
- Check ledger for any payments already made (deduct pre op)