PPO/HMO
EPIC
Front Office Basics
Operational excellence
100

The BCB for all name brand or premium restorations for PPOs.

What is the porcelain option or lab fabricated option?

100

When coordinating, it is essential that you enter the appropriate information in this section of the treatment plan in order for the correct fees to populate.  The information entered here will also populate in the treatment plan follow up WQ.

What is the requested info tab?

100

This is required in the subject line of your email, when sending any PHI via email to an outside organization or outside of pacden.com.

What is [secure]?

100

Your office's __________ is calculated by 

Total Collections $ divided by Total Production $.

What is your office's collections %?

200

Johnny has a 2/12m frequency for exams and has a PPO that runs on a calendar year.  He had a CCX exam on 2/1/2024, ER exam on 5/4/2025.  His insurance has coverage for an exam on what date?

What is 2/2/2025?

200

You click on this icon on your hyperspace toolbar to document any clinical conversations with a patient.

What is the telephone call icon?

200

The $59 for the NP special, gets applied to this procedure?

What is the Hygiene procedure?

(prophy, PMV, Gingival Scale, 1 quad of SRPs)

200

According to your Collection Drivers, the Initial Pre-Reg % needs to be above this benchmark?

What is 90%

300

This term references, when a PPO carrier pays on a downgraded material and not the actual procedure being preformed?

Example: Insurance pays and downgrades to an FMC for a Posterior Porcelain crown.

What is a Alternative Paid Benefit?

300

In this WQ you will find ALL pending treatment that hasn't been completed or scheduled and needs to be followed up on?

What is the treatment plan follow up WQ?

300

Patient's scheduled for specialty can sign consents up to this many days in advance.

What is 7 days?

300

On your office P&L, this line item represents how profitable your office is?

What is NOI, Net Operating Income?

400

For HMOs, this is the industry standard on determining the cost of optional/alternative restorations to patient's when they choose to go outside their BCB.

What is OTF, or Optional Treatment Formula?

400

This icon/activity allows you to view all of the patient's available invoices/EOBs.  

What is the invoice docs?

400

After having a conversation with a patient in regards to a balance, this is where you would document the conversation and view it for future reference.

What is Guarantor notes and the View History tab in the guarantor account?

400

On your office P&L, every operating expense line item (lab & supply, SG&A, labor, etc) is a paid out of this line item of revenue?

What is collections?

500

This reference tool tells you how and if an insurance carrier will pay if a provider is not credentialed, as well as proper verbiage on how to speak to patients when a provider is not credentialed.

What is the Out of Network Maximizer?

500

When accounts are in this WQ, production has been recognized but the insurance payor has not accepted the claim yet and it will delay insurance payments.

What is Claim Edit WQ?

500

All denied claims will fall into this WQ for the office to follow up and possibly rebill.

What is the Follow up - Claim Action Needed WQ?

500

This back office workflow identifies patient's that need to see a specialist and is inputted during the exam.  It transfers the trust and protects the liability of the provider on the diagnosed treatment.  It also allows the front office to easily identify and follow up with those patient within a WQ.

What is create a clinical specialty referral?

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