Phone Calls
Give phone call greeting.
"Thank you for calling Quest for Health Chiropractic, this is ________, how can I help you?
What forms go on the NPM clipboard?
Day One Coversheet, Health Hx forms, QVAS, X-Ray Authorization
How long is this visit going to take?
About an hr
What is the shortcut to printing a cash/check receipt?
I --> Q
Office Tour: ANS Wall
“This is our ANS wall. This shows you how you’re brain controls everything in your body between the brain and spinal cord. Your brain sends messages down your spinal cord and out through the nerves that come off of the spinal cord. The nerves off of the spinal cord then go to every cell, tissue, muscle, and organ. Common symptoms from misalignment include: headaches, neck pain, migraines, numbness and tingling down the shoulders in to the hands, low back pain, sciatica, Digestives issues, numbness and tingling down the legs and into the feet, etc. So, by addressing your nervous system we are able to get to the root cause of your health concerns.”
How do you put evaluations into Platinum?
Print Screen on Eval --> In Plat. "M" --> A-->S
How much time do you wait to call a missed appt?
10 min
Shortcut to access fee schedule
Shift + ?
The amount of time we wait before calling a missed appt
10 min
What are the last available appointment times to schedule a NPM appt?
11:30am and 6pm
Spinal Nerve Chart
Do I have to do a tour?
Schedule Ka'Miyah Hallingquest for a NPM appt in Platinum.
Info:
Phone #: 205-502-0537
email: khallingquest@thesehoes.com
DOB: 4/19/1987
appt: 9/8/2020 @ 4:30pm
Fill in the blank: "In the early stages of vertebral subluxation, there may not be any symptoms ________ ; because of all the C-section and forceps births today.
"So in your case Mrs. Jones, since you are already experiencing symptoms, there is a good chance that your subluxations have been there for a long period of time.
Some examples of the cause of subluxation are past traumas, falls, accidents, emotions, toxins, stress, and even the birthing process;
NPM flow description (Step by Step from walk in door through 1st adjustment)
Step 1: Greeting and New Practice Member fills out NPM packet; get copy of driver’s license and health insurance cards if filing health insurance
Step 2: Office Tour (5 minutes). Then seat NPM in consultation room.
Step 3: Consultation / History (3-5 minutes)
Step 4: Day One Education (5 minutes)
Step 5: Evals (5 minutes to perform ; 3-5 minutes to explain).
Step 6:Doctor's TPs
Step 7: NPM close regarding scheduling NPO and taking x-rays.
Step 8: X-rays (4 films=4-6 minutes / full set=10 minutes)
Step 9: NPO/ Report of Findings; go over x-rays, financials, schedule appointments
Step 10: Adjustment
How do you score the QVAS?
Add lines 1,2 & 4. Multiply that # by 10. Divide that # by 3.
shortcut to add a file
“A”
A signed MCP care plan that has not yet been updated in Platinum goes here.
Missed Appt Call Script
Hey Ms. Jones, this is ___ w/ QFHC. I saw that we missed you today at your corrective care appt and wanted to let you know that we are open until 7:00 this evening if you can walk in before then. Great, we look forward to seeing you today.
What happens to the paperwork when the NPM leaves?
Busy?= put a paper clip on the packet and add to "Day One" folder of Incomplete bin
Slow?= Go ahead and put in SOAP note
Will I be getting adjusted on my visit tomorrow?
Every person is different, and every person's health needs are different. We first need to get you evaluated so we can see how to best help you. Would you prefer a morning or evening appt?
Enter Day One charges and x-ray charges for Ka'Miyah Hallingquest. She is a cash patient.
Refer to Platinum
Explain the thermal and semg (verbiage)
This is your Evaluation. This is measuring for neurological interference. And again this is when those bones shift out of alignment putting pressure on those nerves causing irritation and inflammation of those nerves, leading to the aches, pains, and dysfunctions that you're experiencing today. OK
Ashley…Green is mild, blue is moderate, and red is severe levels of neurological inference. Here in the low back, there are multiple levels of a significant amount of nerve interference. These nerves control the musculature of the low back, thru the hips, and down the legs. So you can have aches, pains, and numbness and tingling throughout the low back and all the way down to the feet ok. But these nerves also control your digestive system, urinary tract system, and your reproductive systems. So as much as I want you feeling well, I need you functioning well so you can be optimally healthy ok. Does that make sense?
Here in the middle back, nerves control the musculature of the middle back. So nerve interference of the middle back will cause aches, pains, and tension of the middle back. But now were talking about upper digestive system, respiratory system, and cardiovascular systems being involved; so some crucial organ systems that we need to make sure are healthy at all times.
Now here in the neck, multiple levels of severe nerve interference, can cause aches, pains, discomfort, stiffness of the neck, and Numbness and tingling across the top of the shoulders and down the arms into the hands. Now locally, you can have headaches, migraines, TMJ, dizziness, vertigo, ringing in the ears, for children ear infections, and an assortment of issues locally.
But because you're in that upper cervical region, when you have neurological interference there, all the nerves that are down here in the low back and throughout the rest of the body all exit from the brain through that upper cervical area. So you can have symptoms locally, but you can have symptoms globally as well, BECAUSE you're cutting off communication with the brain and the body at that point. Does that make sense?
So when I see an Evaluation like this, with the symptoms you're suffering from on a regular basis, there is no doubt you're a candidate for neurologically based chiropractic corrective care in our office.
What are the FD1 Responsibilities?
+Greet all PM’s
+Take care of Stop Managers
+NPM Flow
+Hand out Testimonials-Promotional items
+Re-eval Flow
+Text / Email Missed Appts
+Clean front desk / Prepare for next day at
end of night if not closing*
What forms does a pregnant NPM need to fill out?
Health Hx forms, pregnancy insert, QVAS
How to access the “QFHC” display screen
“Spacebar”
What documents are included for a PI NPM?
Medical Lein, Auto Injury Questionnaire, NPM packet
What information do we collect on the NPM phone call?
Name, phone #, Referral source, Who appt is for, Day/time of appt
How do you print the sEMG and thermal scans?
Why do you need my drivers license and insurance card?
With this being a health facility, that is information that we must document. We won't be doing anything with it outside of documenting purposes. I can go ahead and take a copy of that DL and ins card.
What goes in the F5 box for a NPM that has scheduled an appointment?
Source/price of eval, Ins/cash, initials/date
Office Tour: Pregnancy wall
We also specialize in pregnancy. We specialize in the number one complaint most pregnant women have, low back pain. Our pregnant moms find that being under care throughout their pregnancy helps them to be more comfortable throughout their pregnancy.
Chiropractic research has been scientifically proven to reduce labor by up to 6 hours and labor pains by up to 60%. And you will always be able to follow our pregnant moms along their journey through on this picture here.
Perform consultation on a PM w/ LBP and HA's
Perform.
How do you create an account in Fortis?
Go to PM in Platinum--> Fortis --> Launch Fortis
How to change our open/close dates and times
R click “R Appointment”
When a PM misses an appt, we update schedule by
Adding an additional appt to their ledger for a day/time that is their regularly scheduled appt
Missed NPM appt. phone call verbiage
"Hi Mrs. Jones, this is _______ calling from QFHC. I saw that we missed you today for your new practice member appt in our office. Would a morning or evening time work best to get that appt rescheduled?"
What form gets scanned in with the completed Day One packet, but is NOT apart of the NPM paperwork on the clipboard?
I don't have $80 today.
I understand that you didn't know what to expect financially coming into the office, so what we can do is take half of that payment today and come up with a day in the next 2 weeks that works best for the second payment. Does that work better for you?
How do you get the payment to show up in the practice member's financial ledger through Fortis?
Download Transactions
NPO confirmation verbiage
“Hello Mrs. Jones, this is ______ calling from Quest for Health Chiropractic to remind you that your next appointment here at our office is for your Orientation at 7:00pm Tuesday evening. Remember, childcare is provided at no cost, and to also bring your spouse because we will be discussing your treatment plan as well as how much it will cost. We look forward to seeing you then.”
How do you remove the appt. code on PM on the Z-list?
R click--> Remove Appt. Code
How do you split transactions in Fortis?
What is the purpose of splitting transactions?
Purpose= To have one transaction on the PM's card, but splitting the amount between more than one PM to balance their accts. in Platinum
How to delete a transaction from the financial ledger
F5
Where does the NPM clipboard go when its time to give a tour?
The Locker of the room they will be going to
What is the purpose of the dual close?
To cut down on phone time and get them committed to a time to come in the office
What are the last 3 sections on the health history form that the NPM must sign?
1. HIPAA section
2. Informed Consent
3. Insurance Verification
Will you guys be able to help me with my migraines?
Every case and every person is different. Lets first get you evaluated. If we can help you, we will let you know. If we can't, we will send you to someone that can.
How do you update a card on file for a practice member?
Delete their existing recurring --> delete old card -->Acct. Vault -->Save new card
X-Ray Close: Cash patient
Now to finish your Evaluation, the Drs. have recommended that we take a couple pictures of your neck and your back to see how the structures are positioned and structured so we can let you know how we can best help you. The out-of-pocket cost for your xrays is $80. With the evaluation that brings you to a total of $100. How would you like to take care of the $100 today, with card or cash?Great, come on out front with me and let's get you taken care of.
How do you reschedule an appt. on SKED (from the PM view)?
Click appt -->Reschedule button-->Choose date/time
How do you enter a PM referral vs. a BFM referral in Platinum?
PM= Referral-->"P"-->Last name, first name initials
BFM= Referral-->"R"-->Bigfoot Marketing
Create an account in Fortis
“Fortis → Launch Fortis”
NPO Confirmation call Script
Hey Ms. Jones, this is ____ w/ QFHC. I was calling to confirm your next appt here in our office, your new patient orientation calling to confirm your next appt here in our office, your new patient orientation at 7pm Tuesday evening. Awesome, Ms. Jones, this is going to be your most important appointment! Remember, this is a 90-minute apt and Dr. Keith will be going over health and healing, your chiropractic findings, as well as your recommendations with you. It is crucial that you bring your spouse, family member, or a loved one with you for this apt. Childcare is provided at no cost. Also, if you get here a little early, we can go ahead and take a look at those xrays that we took and save you some time in our office tomorrow. We look forward to seeing you then.
“I have heard all of this before and I really don’t need another lecture.”
“Mrs. Jones, I totally understand. This is a really important visit. Dr. Keith and Miracle go into more detail about their technique and how they can help you and will also go over their specific recommendations and findings with you. No one ever regrets coming to this report. There is a lot of really important information that the doctors need to go over with you.”
This is where I can find the Service Provider ID in SKED
“3 vertical dots → Business”
Name the 5 recurring texts that are sent out via SKED daily
NPM reminder 1 week before, NPM reminder 1 day before, NPM reminder 2 hrs before, NPO Reminder, Missed Appt. Reminder
How to pull up calendar of appts for PM
“I → C”