Patient Access
Insurance Terminology
All About Medicare
Know Your Metrics
Master Class
100

Primary metric affected by referral dalays

DTA

100

Patient payment before coverage starts

Deductible

100

Modifier added to show medical necessity after a patient has reached their threshold amount

KX Modifier

100

What does DTA have to be within?

5 days

200

Maximum amount a patient is responsible for each year.

Out-of-pocket max
200

Form used when the patient receives a letter stating their PT benefits will no longer be covered.

ABN form 

200

What does CX rate have to be below to be passing?

15%

300

A referral is received but not contacted same day. Explain at least 3 downstream risks.

Increased DTA. Patient's health continues declining. Patient dissatisfaction. Reduced conversions. Lost Referrals. 

300

Approval required before treatment

Authorization

300

What is the 2026 Deductible for MCR patients?

$283

300

Capture Rate Goal

70% or above

400

A patient has exhausted their PT benefits. What are three things you should offer the patient?

Charity Care, ANNC or ABN form, Self-Pay with a GFE form for costs. 

400

Proof that services are justified

Medical Necessity

400

What is the 2026 threshold amount for MCR patients?

$2480

400

Hours to response includes what 3 categories added together in Leading Reach?

New, Received, and Pretext Sent

400

A patient switches insurance mid–plan of care. Walk through the required operational steps in Soarian to update the insurance.  

Ask what the effective date is. Wait until the patients first visit has charges dropped in Soarian AFTER the effective date. Create a new policy under the insurance tab. Click on Manage List and "Copy to treatment series" going forward in order to apply new insurance for future visits but not past visits. 
500

What do you have to do before sending a Patient Dismissal Letter due to attendance non-compliance?

Partner with the treating therapist first because it is their decision. 

500

What is the new Smarthealth Plan called?

Health Alliance

500

DAILY DOUBLE

When is an active MCR not considered primary for a patient?

When a patient has an ACTIVE GHP from an employer with 20 patients or more with MCR based on age. OR When a patient has an ACTIVE GHP from an employer with 100 patients or more when MCR based on disability. 

500

What is the Utilization Goal for therapists to be considered passing?

85% or higher