Intake Process
This resource is used to determine if your clinic is INN or OON with a specific insurance
What is PAR Report?
An attorney who calls the clinic with a billing inquiry should be connected with this specialist.
What is the Legal team?
These two filter conditions are selected when running the unsigned documents report.
What is nothing selected under "Hide" and "discharged cases" selected under "Show"
This report is the key to finding patients with missing policy notes
What is the Incomplete cases report?
When a patients name is spelled differently than it is printed on their insurance card, their relationship in Prompt is this.
What is "Unknown"?
This is what is sent in the email to WC when requesting additional auth
What is a signed POC or script dated within the last 2 weeks?
This is edited if the receipt creation date does not match the date the money was collected.
What is the "when did they pay" date?
These amounts are entered on the patient financial forms and reviewed with the patient
What is Total Policy amounts? (not accumulated)
This is signed at the Initial Eval, is not dated, and scanned in at the Eval
What is the Michigan auto letter
The Reports Checklist specifies this frequency for sending POCs
What is daily?
A missing referring MD is found on this report
What is the incomplete cases report?
This item displays the name of the insurance, address claims are sent to, member ID, & provider contact information
What is the insurance card?
This report is used for the WC audit.
What is Active Cases (filtered for all the WC insurances)?
Clinics do these two things before depositing a check received from a law firm
What is: 1) Scan in all correspondence and check 2) Email Legal to confirm check is good to be deposited
Every patient should be offered an IE within this number of hours from their phone call.
What is 48 hours Max?
In medical litigation, PI stands for this, not Private Investigator.
What is personal injury? (example: slip and fall)
Unsigned POCs are resent to the MD at this frequency
What is every 2 weeks for 6 months
The incomplete patients report (patient level) identifies this important demographic detail
What is a missing or incorrect address?
We ask for this additional coverage information on all auto patients
What is personal health insurance?
This patient detail field answers the "who" when sending WC ReEvals
What is policy notes?
The clinic till report won't be right if these three things don't balance.
What is cash, checks and credit cards?
This is recommended you do this before you enter a patient into Prompt
What is verify the insurance?
This is where the attorney is put into prompt along with the adjuster information
What is Other Contacts
This tool tracks POCs that aren't faxed from Prompt.
What is the POC Tracker
The Incomplete patient and cases report is run at this interval.
What is every day?
This must be included when submitting a request to new insurance.
What is the front and back of the insurance card?
Occupro notes flow into prompt this frequently
What is once a day?
This is who you email if your clinic can't make a bank deposit on Monday or Tuesday
Who is deposits?
This is the target amount of time for entering a patient into Prompt
What is 1 hour, but no more than 24?
This is NOT put in the case title by the clinic when there is an attorney on the case
What is LEGAL
[RCM will put this in the case title when they need to]
This person is to physically sign the POCs for direct access patients
Who is the treating therapist?
What is the purpose of the last visit scheduled report
What is to catch patients that have fallen off the schedule?
Humana, BCN, Peach State and other insurances always require authorization; this report shows if the auth button is checked.
What is the Incomplete cases or the active cases report?
A PAC should do this before reaching out to WC about a case
What is check the case notes?
We never do this to a credit card receipt in prompt
What is delete it?
[Unless instructed by billing to do so]