Intake Process
What are the two forms that a new patient fills out for their Consultation Appointment?
Intake Packet & Medical History
What is the price for the non-refundable surgical fee?
$2495
What is the Daily report called that you run to collect payments?
Area Invoice Dues Report
Which side of the chart are all medical consents located?
Right side
What do you do with the Intake Paperwork that the patient hands back to you?
Review it to ensure that all the paperwork has been fully completed, update demographics, hand-off to PCC
What are the 3 important documents that you should receive prior to Invoicing a New Sale?
Financial Agreement, Quote, and Driver's License
What are the 4 Financing options that we accept at Sono Bello?
CareCredit, Alphaeon, Enhance, and Special
APM/PM (Assistant or Practice Manager)
What demographic information do you update on the patient's profile?
Name, Email, Phone #, Address, and Gender
Who's signatures are required on the Financial Agreement and Procedure Quote forms?
Patient and (PCC) Patient Care Consultant
How far from surgery are we to collect check payments?
14 business days
YOU
Once you update the patients Intake Packet, who do you handoff the paperwork to?
PCC (Patient Care Consultant) or PCA (Patient Care Assistant)
What is the checkout process called when Invoicing a New Sale?
Seamless Check-out Process
Which Financing options are collected a day before surgery?
CareCredit, Alphaeon, and Enhance
Patient Medical Chart Index
What are the PES Non-Negotiables for greeting and checking-in patients?
Smile, Stand, Make Eye-Contact and greet with a Warm Welcome
After completing the Seamless checkout process, what are the 3 important requirements that you do afterwards with the patient's paperwork?
Schedule preop/sx dates, build chart, and audit patient's chart before handoff to APM/or PM to audit.
Which Financing option is to be collected 7 days prior to surgery?
Special Finance
What platform do you use to print out consent forms?
MCN (Manuals Portal)