Patient check-in Chaos
Front Desk Frenzy
Back Desk Buzz
Insurance Cards, Please
Co-pay or No Co-pay
100

What is the first thing patients forget to bring with them at time of check-in?

What is their insurance cards?

100

When should Demos be verified?

Night before appointments and morning of.

100

What question should be asked at check out?

Is the patient going to order any materials

100

What numbers do you need off the insurance cards?

ID or Subscriber # and Group Number

100

Which insurances normally require a copay?

Eyemed, VSP, NVA,(vision plans) Medicaid

200

This must be verified every visit even if the patient states "nothing has changed"

What is demographic information?

200

If insurance is changed from what we have, what do we do?

Update in Insurance window - Inactive previous insurance and change on the Demo Sheet

200

What fees need to be collected before patient leaves?

Copays, and/or contact lens Evaluation

200

When should insurance eligibility be pulled?

Upon making appointments

200

If "Up to" is listed on copays, what do you collect?

The amount listed ie:  CL Eval "up to" $40.00

We charge patient $40 and write off the $15.00 for existing.  We do not need to bill the $40 to ins.

300

What do you do with the Insurance cards when a patient does  have them with them?

Scan them into their file 

300

Who can sign the HIPAA page?

Patient over the age of 18, or guardian

300

Should back desk offer to book a future appointment?

Yes

300

Whose name should be in the insured box?

Holder of the insurance plan

300

What % on CL evaluation with VSP do we write off?

15% unless it's a new fit, there may be a max charge of $60

400

What box is missed the most being checked on the Demo?

Marital status

400

What visits require a deposit before being seen?

Any Office visit or special testing visit

400

What should be verified before patient leaves?

Material order, and Insurance benefits.

Also making sure proper insurance is entered.

400

What is the difference between Medicare & Medicare Advantage?

Medicare Advantage replaces Medicare 

Medicare usually has a supplement (additional Insurance policy)

400

If medical insurance says "Pays Routine" do we collect the copay?

No, unless it's a different insurance from last time, or if they are new patient without a record of medical coverage.

500

Who is responsible to mark recall notices?

A. Dr, B. Tech,  C. Front Desk, D. Back Desk




C. Front desk

500

Who is responsible for answering the phone?

Everyone!

500

What do we do with demos when after the patient leaves?

Initial proper lines, scan into electronic file or give to appropriate staff to finish orders.

500

What do you do if we don't know patient's insurance benefits or if we are in network?

Tell the patient to call the back of their card to get benefits or check the website for in network providers.

Last resort ask Michelle or Eileen!

500

Do Medical insurances require copays?

Yes, some do have copays after an initial visit ie; Medicare Security health (50.00) Aspirus or Medicare some have $45.00