Appointments
responsibility
things to do
100

Intake appointment code and color 

  • 99205/Brown

100

what does medical billing do?

statement request, Edit patient's view/edits 

Claim updates, statement questions from patients

applies portal payment 

100

how do you send out medication refill request 

name of medication 

pharmacy 

date of next appointment 

200

follow up appointment 30mins and 1hr 

  • 99214T/90833T

  • 99214T/90836T
200

what does patient account rep do?

Collect payments for assigned payments 

notating balances and total amount in the appt notes 

statement/receipts request 

200

who handles medical records

Office manager

300

Transfer Appointment code 

99215T/90836T

300

what does insurance eligibility specialist do? 

updates eligibility/ benefits, notates in billing comments, updating insurance information 

uploads insurance cards  

300

who handles PA

Rachel baldus

400

Therapy Intake appointment code / color  

90791/Purple 

400
what does the call center do?

schedule new patients 

send new patients appointment/zoom links

schedule transfer patients 

400

are you allowed to collect payments?

no

500

Follow up therapy appointment/ color 

90837/Orange 

500

what does patient care rep do?

schedule follow up appointment for their assigned provider

send appointment reminders

refill request 

notating appointment in the notes 

500

If a patient hasnt been seen for more the 6-11 months how long is the appointment 

1hr 

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