Upfront Collections

1
Upfront Collections
2
Retraining the Front End
Revised flow for scheduling patients to obtain
benefit of the Rules Verifying eligibility
online Populating the new Eligibility FFUQ New
method of posting payments
3
Creating new Processes

• Collecting deposits for self pay patients
• Looking at Current Statement balance
• Collecting prior balance or referring to
• Financial Counselor.

4
Providing the Tools

• Cheat sheets
• Scenario documents
• Scripting
• PIF alerts
• Using Rules Based Scheduling

5
Scenario Cheat Sheet
6
Scripting for Self-Pay patients

• We are required to collect a 50 deposit for
  todays services, how would you like to pay for
  that? Cash, Check or Charge?

If you are unable to pay the deposit for todays
services I will have you make arrangements with
the Financial Counselor.
7
Scripting for patients with prior balances
I see that you have a balance of 200 still
owing, how would you like to pay for that? Cash,
Check or Credit Card?
If you are unable to pay off the balance today I
will have you speak with the Financial Counselor
to make payment arrangements.
8
Copay and deposit collection
Click to receive description of Copay
and Deposit Collection
Select appropriate form of payment
Populate payment with Total Payment amount
Use UP Arrow to Post to Inv field Override amount
in Post to Inv field and enter the copay amount
for that visit
9
COPAY
A fixed amount an insured patient is expected to
pay for medical services at the time of the
visit. Copay amounts are almost always included
on the patients insurance card and may indicate
a different copay amount required for Primary
Care, Specialty Care and Ancillary services such
as Lab and X-Ray. Only the Primary Care copay is
loaded into our FFUQ.
DEPOSIT
When a patient is determined to be Self Pay, they
are required to pay a 50 deposit due for todays
services. Inform them that we accept Cash, Check
and/or Charge Card, and that an ATM is available
if needed.
PRIOR BALANCE
Any amount visible on the Patient Services screen
under the Financials heading, labeled Current
Statement Balance, indicates an unpaid balance
that we should attempt to collect.
10
Criteria for populating the Eligibility FFUQ
11
Populate all three Eligibility FSC Follow Up
Questions folllowing insurance verification For
example

• Eligibility Reviewed By Load your Flowcast
  Mnemonic
• Eligibility Reviewed Date Load T-today
• Eligibility Outcome Use drop-down dictionary
  (or ?) and select most appropriate answer

12
Financial Counselor add a PIF Flag in Demographics
Select 1)Reg only
Load a PIF flag
13
RULES BASED SCHEDULING IN ACTION!
14
PIF rule activation
Whenever a patient with a PIF flag present is
activated in Scheduling or Arriving, this alert
box appears
Financial Counselor documentation regarding
collection attempts will display in the Profile
Comments
15
FSC Rule Activation
If the patient has a Self Pay FSC, this pop up
rule is invoked at the time of scheduling and
arrival