Best Practices for Using Practice Management Software

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Best Practices for Using Practice Management
Software 

• Practice Management software. While technology
  isnt a complete solution without human
  oversight, the use of healthcare advancements
  like Practice Management software is improved by
  following basic standards. To that end, software
  best practices help promote proper usefor the
  benefit of both clinic staff and patients.

2
Define Registration Steps before Using Software

• Mapping out registration steps before using
  software will save you time when using a PM.
• Defining steps outside the software for patient
  scenarios will help you easily, and more
  efficiently, translate steps into a digital PM
  workflow.

3
Confirm Patient Form Needs Avoid Entering
Duplicate Patients

• Always review and update pertinent patient
  information, like insurance and guarantor
  information.
• Regularly assess patient forms and info needs,
  and as regulation or processes that need patient
  consent are added, import those forms into your
  system.

4
Verify Patient Insurance Immediately

• Verifying insurance up front is important for
  your clinic to collect both the correct co-pay
  and/or charge the correct amount if the patient
  responsibility is higherespecially if insurance
  is expired, incorrect, or non-existent

5
Have Clear Front-desk Staff Roles Commit to a
Training Program

• Ensure successful registration practices in your
  PM by defining which people will collect what
  information in the software.
• An updated and defined training program for new
  hires is also an important software best practice
  for ensuring proper PM use. 

6
Standardize Verbiage for Messages to Clinical
Staff

• If your PM and EMR are integrated and have
  in-system messaging, set ground rules for staff
  correspondence.
• Nothing is more frustrating than
  miscommunication. In an urgent care, it could be
  potentially dangerous and, at the least, it could
  cost staff valuable time in trying to decipher
  needs.

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