Task
Allowing our provider to determine if a particular patient is a candidate for the program.
Schedule Clinical Review
***URGENT*** Hi there ____ ! We require the Bicycle Health app and account to be created at least 60 minutes prior to your appointment.
/ uar
This refers to the order of which insurance companies need to be billed
What is “Coordination of Benefits”
This should always be the order when setting insurance for coordination of benefits for billing
What is “Commercial, Medicare, Medicaid
No ID but this can be used as an alternative.
What is a Passport
App Download
Hi (patient), this is Bicycle Health. To complete your enrollment, we need you to fill out a Release of Information form so that our providers can have coordination of care with your current provider.
/ roi
Don’t forget to click this button after choosing your insurance package
What is “Update All In AthenaNet”
Click this button after inputting insurance member ID and plan type.
What is “Add and Perform Eligibility Check”
Reason why a patient may have to re-do ROI.
What is "nick name"
this task involves looking at more than one lead/deal at once.
Unable to create Athena patient (Conflicting Contact found)
Hi (patient), this is Bicycle Health. We had to cancel your appointment at this time as we were not able to place a hold by the deadline.
/ han
When creating patient cases, these 4 sections need to be filled BEFORE completing case description.
What is “Source/Recipient, Provider, Department, and Subject.”
Common error that is overlooked when working on patient's with billable insurance.
What is "Setting insurance as Primary"
Typically not a super urgent task, but can be super urgent under certain circumstances.
Hello, this is the enrollment team with a doctor's office you recently reached out to. We hope you are doing well!
Where is the primary area where the patient’s pharmacy information can be found
What is “The Exclamation Note Pad”
This task is important for patients enrolling without any insurance.
What is "Add hold in stripe (if pt is self pay)"
This task appears for patients that are self pay only!
Failed to Renew hold for patient.
Hi (patient)! This is (backender) from Bicycle Health! In order to attend your appointment, please download the Bicycle Health App from this link..
/ bha
Medical requests that have been received can be found in this document class title
What is “Medical Record Document- Historical Medical Records”
Arguably the EASIEST check mark of doing an onboarding.
What is "Confirm Paperwork is complete in IntakeQ."