Using the Defensive Scorecard
What is the purpose of the Defensive Scorecard?
We want to help you save money!
Raise Awareness around controllable costs and determine when to Act vs. Coach
Prevent loss of Revenue due to errs in process
1x redo must be included where on the Acuity Logic Order to get credit?
In the "Lab Instructions".
(Make sure this is listed 1st, before any other note or redo code)
True or False?
Errors in processing insurance claims may lead to loss of revenue and a poor patient experience.
True
What system can you pull this report from?
Acuity
What folder in your Outlook inbox will have all defensive communication from Ari and Ali in one place?
The PM DM folder.
Operations Folder
Who do you contact if you missed a 1xredo on an order?
Email labissues@totalvisionllc.com. It is important to document these situations electronically.
-You may also partner with Andrew Zile if you have additional questions
Who do I contact if I have a question?
Respond to the billing specialist assigned to your practice. You can always email Billing@totalvisionllc.com for more details on who to reach out to specifically.
When is the best time to collect payment in full?
At the time of sale
Name the 3 steps to working the defensive scorecard.
1. Open the Business Ops Reports
2.Open the Defensive Scorecard
3. Review notes on each order. Take Action or Coach your team.
Which of the following are controllable remakes?
- Office Measurement
-Dr.Rx Redo
-Warranty
-Office Measurment
-Dr. RX Redo
"Bonus"
How would you control each expense ?
Where should the PAT number be input in Acuity?
Into the Authorization section
Name a "Protip" could you apply in your office weekly to reduce this total and collect more balances?
Call patients with outstanding balances
Pull "Notified WIP report" call patients with balances to pick up
Bonus "Call patients with credits" and encourage 2nd pair sales
Name the 5 reports on the Defensive Power Rank Scorecard.
Remake %
Remake Missing 1xredo code
Discounts over 50%
POS Insurance Errors
POS AR Within 90 days of sale
What do you do when your patient is Non-Adapt to their 1st Progressive lens? What is something you can do to prevent or solve their issues?
-Offer a second pair SV distance/reading/computer at the time of sale, to be used when they only need correction at 1 distance.
-Discuss Neourlens,Eyezen, options.
-Partner with OD ahead of time to provide multiple Rx options so there is no delay in transition
-Review the features of the lens and best practices for adaptation with the patient so they fully understand what to expect when wearing the lens
What are the most common insurance errors? Where can I find them?
-Overcharge/Undercharge
-Incorrect Sub ID or Primary Subscriber
-Cl fittings billed to insurance or incorrect allowance applied
- These errors are listed in the summary of the Insurance error report.
What is another report in Acuity that shows patient balances and orders in the process?
WIP
Name 4 of your 5 targets to hit
Remake % = 10% or lower
Remake w/ 1xredo = 100%
MOO 50% = 3% or improvement over last month
Ins. Error = 10% or lower
AR within 90 days = Improvement over last month
Which of the following Lab Remakes are controllable?
Lab-Frame Damaged, Lost Or Incorrect
Lab-Wrong Rx Used
Lab-Chip,scratch, Pit, Bevel
Lab-Frame Damaged, Lost Or Incorrect
- Only in the case where the Office shipped the frame to the lab. Utilize your tracer with POF or Enclosed frames as often as possible.
Frequent Lab errors? Email LabIssues@totalvisionllc.com
Your Patient had a $10 Copay and $45 allowance on their Anagram Benefits.When applying insurance in Acuity, what should you enter in the "Allowance" pop-up field? What should you enter in the copay field?
$55 and $10
What do you do when you have an order in process with 0% payment?
Review the order in Acuity. Contact the patient and collect the balance.