Timeline
POC/Open Task
MISC 1
Communication
MISC 2
100
This is the timeline for the treating therapists to have IE or Re-evaluation documentation completed and signed off.
What is 48 hours or 2 business days of the time service is provided?
100
This is the frequency the OC will be checking and working the Open tasks?
What is Everyday?
100
When a referring physician is found to have additional location(s) not listed in RT referral source, OC will send a _____ _______ request to add additional locations.
What is https://form.jotform.com/scorrado/raintree-referring-provider-request? (this has been updated to allow you to mark this is an additional location) * helpful tip - let your SOC know when adding in multiple location - to spread the word - may be helpful to other OC's to know this other location exists when needed.
100
With the exception of the first "automatic send" thru send routing of the POC - All attempts to obtain signature will need _________ __ ___ _________ ___.
What is documented in the communication log?
100
This is the effective date to use when adding a new patient - and you are setting up their insurance payor.
What is today's date?
200
Send routing is utilized to send out the POC to the referring provider. If the signed POC has not been received within this many days of this original electronic fax, then the OC will make the 1st attempt to contact providers office.
What is 7days?
200
Certain payers have documentation signature requirements which must be met in order to obtain _________ for services provided.
What is reimbursement?
200
A system which places additional accountability and efficiency on the clinic as well as the sales team. This process helps increase referrals scheduled and customer service to our referral sources.
What is Referral Recapture?
200
Once a referral is received in the clinic (ie. Fax, Walk in, Phone) 1. OC will quick register the patient with this required information ____ ___ & _____ _______. 2. OC will create a case and scan in referral if appropriate 3. OC will check (this often)______ the recapture report to follow up on referrals not scheduled. 4. Each phone call attempt will be ____________ in the call log of the __________ tab in the chart choosing the _____ _____category. Each call should be at varied times (Morning/Afternoon/Evening) to increase the potential of speaking with the patient. Please make sure to add the time in the notes of the call log.
What is 1.Name, DOB and phone number, 3.daily, 4.documented, communication, “referral recap”?
200
This is the name of the forms and places the OC would sign once the patient has finished the PIF's.
What is insurance verification form and hippa privacy policy form - witness signature?
300
If the signed POC has not been received within __ _____of the last attempt (Day 19) OC will make another ____ to the provider and refax the POC if necessary.
What is 10 days , call?
300
These are some requirements that show the OC made a reasonable effort, when making the 1rst attempt to provider for obtaining signed POC.
What is 1)verify the fax number? 2)request the POC be signed and returned? 3) refax via internal electronic process (if they say they don't have it)? 4) Document the communication log with all details.?
300
• Health History Forms from intake forms are now scanned into this category _________ __________ & Medical Form scanning category is used for __ _____.
What is Clinical History, MD Notes ?
300
This is an easy & efficient (might I add AWESOME) way to leave commonly used notes in patient charts/ communication log.
What is User Abbreviation manager?
300
This is required WEEKLY and can only be completed at a bank or by mailing _____ __________, then scanning the validated _______ slip on the ______ business day of the month in your EOD.
What is Bank deposit, deposit, last?
400
If the signed POC has not been received within __ ____(Day 26) the 3rd Attempt should be made to obtain signature prior to closing the open task. Additionally request a signed POC be faxed to the clinic within __ __.
What is 7 days , 24 hours?
400
These are some additional information items that should be found in the OC notes when entering the communication log for Attempt#2 for obtaining POC.
What is 1)status update details? 2) the providers preferred method of communication? 3)OC advised necessity of a signature to meet Medicare or other insurance requirements?
400
The use of abbreviations to replace words or sentences commonly used for noting patients charts. In this order:*Raintree Icon *Settings *Preferences *Spelling abbreviation options *(select them all) hit ok *_______ ____________ __________
What is User abbreviation manager?
400
When working a NCS - The OC will verify OOP has been met and all requirements for their benefit structure either online through an insurance website or by calling for the _______ _______ . This must be entered into a _____ ______ _______and noted in the ___________ ___ that a NCS has been added to the chart.
What is a second verification, therapy benefit record, communication log?
400
This happens if you change an appointment type on the scheduler after the therapists has opened up the note and began documentation.
What is loss of all note information! ?
500
At a MINIMUM of __ ___ post evaluation, Open task in Raintree may be marked complete by the ______ AFTER these __ attempts have been completed AND _________.
What is 45 days, Clinician, 3, documented?
500
Once 3 attempts are completed AND properly Documented a case can be made that the company has demonstrated "_______ ______" in obtaining the provider's signature and use of the Delayed Certification process established.
What is "Reasonable efforts"?
500
This policy is in place to 1)establish and ensure adherence to company standards regarding obtaining POC signatures 2) to ensure practice standards and payer requirements are met and documented.
What is Plan of Care Signature Process?
500
Details of the communication log for attempts to get a signed POC will need to include these.
What is 1) the number of the attempt (1,2 or 3)? 2) Date & Method (ex;call,fax,hand delivery,other methods)? 3) name & title of person you spoke with at the providers office? 4) details of the conversation (status update)? 5) date of follow up call?
500
When patient is unable to pay full copay. They are willing and agree to a smaller payment per visit but must make at least a $_____minimum separately each month - this is called a _____ _____. Pt may call customer service to set this up or if OC feels comfortable, they can take the first $50 payment toward the payment plan then EMAIL Customer Support and they will set it up. NO payment plans will be established until the first payment is posted to the account and is visible to the Business Office. 1. agree - (on an amount) then 2. document this in the communication log. **Educate the patient the payment at each visit does not go toward the ______ ____ , but both the visit payment and the monthly _____ _____ payments will go toward satisfying the patient's financial responsibility.
What is $50, payment plan all remaining blanks?
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