Patient Retention Tools Really Work
Genesis Patient Retention Tools Really Work As a Chiropractor you know that patient retention is the life blood of your practice. It’s much easier to keep the patients that you have than it is to attract completely new patients to your practice, as well as being less expensive to market to them. How do you retain patients in your practice? What do you do about No Shows and No Future Appointments? Do you have a plan and a person to take care of that for you? Do you know for certain if they actually follow-up or not? With Genesis Chiropractic Software your staff will be automatically notified to follow-up with alerts, notifications and tasks to remind them to get back with every No Show and No Future Appointment. This ensures that no patient is forgotten about and none of them will fall through the cracks. Watch this Free Webinar to find out more from Jason Barnes, and to see exactly how it works. Enter your information and watch it immediately below. Read the transcript: So welcome, my name is Jason Barnes, and I’m the chief operations officer here at the Genesis Chiropractic Software. I’m really glad that everyone joined this today. And as we’re talking about patient retention, this is gonna be more of a session where we go over the strategies and the best practices that we recommend. Now, I’m looking forward to hearing any feedback, any suggestions that anybody on this call has, and we’ll open it up at the end for questions and answers, and I’ll check periodically throughout the presentation. Feel free to actually type in any of your questions, I’d be happy answer them. I know as we’ve had webinars recently here, some of the best interactions that I’ve had have been over the last couple of sessions, where I know we can learn so much from you guys. And we build a system so that it will work for so many practices, but I know there are lots of scenarios where the things that we recommend sometimes don’t work, so we’d love to hear about those and see what we can do to solve those issues. But I’m actually gonna start on a more personal note today. So to do that, showing a picture, this is my family. I like ’em a lot. They’re….been married now for nearly 16 years and we got 3 beautiful kids. And the reason I use this particular slide is they are the most important thing to me. I’ve been supporting chiropractors in offices now for seven years. And my personal story is that I was not very good at it for the first three because I didn’t realize that the office managers, the front desk people, and most of all those practice owners, feel the same way about their patients as I do about my family. So the moment that I realized that that connection existed, is when I started becoming more effective at helping practices actually make that connection themselves. So I don’t let my 13-year-old daughter go out without knowing where she’s going and having the ability to communicate with her when she isn’t home on time, or needs to be picked up from gymnastics, or school, whatever it is. And so I’d like to actually apply that same logic to your patients. I understand that you care about them and you wanna track them. But we’re gonna go over the strategy that we’re recommending to actually do this. And if you care about them the way I care about my family, I think we’re gonna have a great presentation today. So getting started, what are your family goals? Number one, you wanna grow the family. [inaudible 00:02:46] may or may not be not be done, but I know all of you wanna keep growing your practices, and that I’m sure of. So as you wanna grow your family, you wanna track the family that you’ve already got. You cannot install GPS trackers on your patient, you can’t do it. So your goal is to get more, keep the ones that you have by tracking ’em, and then finally you need to communicate. You need to communicate with those patients, there’s no way around that. So today we’re gonna talk about how are we gonna do this, all right? Because the family matters, you have to have a practice that has team clarity. What am I supposed to do? So we wanna talk about how to achieve clarity from practice owner, to office manager, to front desk, to CA, what is it that you want each person to do to help gain new patients and keep the ones that you have? So retention is going to be the main focus for today’s presentation. When a patient falls into one of those gaps, right, how do we know who fell out of touch, how do we identify those scenarios? Even if you put in the best preventative measures in the world, there’s always gonna be a patient no-show, there always gonna be patient who somehow can’t schedule their future appointment right now and they want you to get in touch with them in the future. So how do we identify those gaps? And so because the family matters, we have to be able to answer these questions, what’s your team supposed to do and how are you going to identify those people that need attention, right? So what’s our secret? First we have to define the problem, right? So that’s what we’re talking about with giving great direction to your team, making sure they know exactly what to do, because we’ve actually defined what’s gonna happen. Then we have to be able to measure it. How often is it happening? How often is there are patient choose leaving without a future appointment, or no-shows, or somebody who is transitioning from the end of a care plan into maintenance care, or and an exacerbation took place and they have
Patient Retention Success Stories
We’ve talked a lot about how putting Genesis Chiropractic Software to work in your office can help you create a better patient experience, increase revenue, improve patient retention, and just generally make your life easier. Today, I wanted to take the chance to introduce you to two of our real-world success stories, doctors just like you who leveraged the power of Genesis and have seen the incredible results first-hand. The first doctor I’d like to introduce to you is Dr. Chris Zaino. Dr. Zaino’s practice sees 2,600 patient visits each week. A high-volume practice like this one is an amazing opportunity to change the lives of so many patients through the power of Chiropractic, but also provides many opportunities for patients to fall through the cracks. That’s why Dr. Zaino is so happy with the access to patient care plans that Genesis provides. Dr. Zaino says that the Genesis heat index that shows him and his staff immediately through a color-coded system whether a patient is missing visits gives him the opportunity to take action right away and get patients back on track with their care plans. In the Genesis system, when a patient is compliant with their care plan, the screen you see is white. If they miss a visit, it turns pink to warn you that they need to get back on track. If more visits are missed, the screen will be red. According to Dr. Zaino, that red screen is great for reminding him to take the time to connect with his patient and explain to them the importance of their care because for every visit they miss, they are “going backward”. Dr. Zaino says, “It’s all about connecting and connecting can be done in a split second if you’re doing it right.” Another doctor, who has harnessed the power of Genesis in his office is Dr. Jason Haas. Dr. Haas loves the fact that the Genesis system is set-up to provide easy interface with the Posture Screen software. He uses the Posture Screen tools in his office to educate his patients on what their posture looks like, should look like, and to provide follow-up data on changes in their posture as a result of their compliance with their care plan. With Genesis and Posture Screen, Dr. Haas’ patients can see immediately what their posture looked like prior to care and how it has improved. Dr. Haas says, “Genesis makes it easy to use with their interface. This gives us an incredible practice certainty we couldn’t get with other practice software.” The successes that Dr. Zaino and Dr. Haas have had with Genesis in their practices is just a small sampling of the incredible stories we have received from doctors who have implemented the software in their Chiropractic offices. From increasing patient compliance to simply making running their offices more efficient and intuitive Genesis has provided countless benefits to our doctors.
Genesis Patient Accounts Can Have Multiple Active Care Plans
Multiple Active Care Plans for Each Patient are Possible. Accurate patient care plans enable you to predict future income and keep track of insurance and cash payments. What if you have more than one provider in your office? What if you have a multi-specialty practice with Physical Therapists, Occupational Therapists, MDs, and Dietitians for weight loss? It’s possible to keep track of all of their scheduled visits on one care plan listing all of their visits, but it’s more complicated. It’s better to schedule separate appointments on their various schedules and then create a care plan for each specialty. That’s the simple way to do it. If you want to complicate things, then you can try to have their care plans combined into one or put it all on one from the beginning. So it is possible but there will be more details to pay attention to. Watch this Free Webinar to find out more from Jason Barnes, and to see exactly how care plans work. Enter your information and watch it immediately below. Read the transcript: And so today we’re talking about how you can actually manage a practice where you have patients that are coming in for more than one specialty. Now, this specialty requirement does not mean that it has to be something fancy. You can have somebody who has a care plan for acupuncture, a care plan for massage therapy, a care plan for chiropractic but this is where we’ve seen it more useful is where practices have opted to use multiple active care plans for physical therapy, for MD’s, for weight loss, for nutrition, or detox, for chiropractic and some of which are all of the above and more. So the why we’re doing this is, care plans are great. They do lots of great things for you but we’re gonna actually get into the old care plan versus the new care plan and why you should use the old one and why you should use the new one and what their differences are today. So that is the goal of today’s discussion. So when we start talking about a care plan, why on earth do you want to actually use a care plan? Now, this is a situation where it really doesn’t matter if it’s a cash patient or an insurance patient. When you have a new patient that walks through the door, and they’re gonna enter Care, the main reason for doing a care plan has to put a financial agreement in place with that patient that says, “Okay. Over the course of the next 10 weeks, you’re gonna come in for 60 visits and we are going to agree to pay this much money for your care.†Now that much money can be broken down into insurance versus patient or just patient money but you didn’t necessarily outline every single CPT code that you’re going to build because you can’t at that point. But your treatment plan includes over a period of time how much that patient is going to pay. So if I click on View Care Plan for our specific Genesis test patient here. and as we’re looking at this, we’re gonna break it down and I’m gonna get pretty specific here. So this training isn’t typically for the first time somebody is actually reading a care plan. And what that means is we have a care plan here on the first one that we’re looking at and I’m not gonna explain necessarily on the screen yet but just theoretically, if you’re gonna have a number of visits, you do have to put how much money is going to be charged per visit. So this top line here is a highlighted blue line is what we’re talking about. If you don’t know exactly what you’re gonna bill, each time a visit is built out, you have to go in manually adjust whatever it is you build to what you agreed that you were going to have the patient pay. That is very time consuming and very difficult if you have to do it on a not only a patient by patient basis, but a visit by visit basis. So what the care plan does is allow all of that to be automated as long as you set it up in the first place. If you’ve got one patient with one specialty, that has worked well for over a decade now and many of our users are found that super useful. But as practices have changed and began to evolve, the need has also changed. So if you have multiple specialties, you can still use a single care plan. And we’ll illustrate that today and we’ll make sure that we go through what your options are. But your primary goal for a care plan is still to have the manual adjustments that you would do on a visit by visit basis to bring down what the patient responsibility is going to be automated. That is the purpose to automate the adjustment of those charges down to what the patient actually owes. That doesn’t change no matter what. So even if we’re talking about multiple active care plans, we are still going to do just that. We’re just gonna help you do it and track it in a slightly different way so that you can discuss things with a patient more easily, you can hold clinicians responsible for what they’re doing and ultimately, the patient should have a better experience. So enough of the pomp and circumstance, we’re gonna actually get into the nitty-gritty of this. So, the first thing that you’re gonna to see here is this highlighted line, is yes we have an active care plan 36 V for 2015, 36 visits. And this one is starting from 1123 of 2015 to 1231 of 2016. It’s a long care plan. However, if you move over this, this is a really traditional care plan, probably the most popular 36 visits. And
Move Your Chiropractic Software to the Cloud
7 Hidden Benefits Of Moving Your Chiropractic Software to the Cloud The cloud is now used in everything from the banking you do online to shopping on Amazon. What you may not know is how moving to the cloud can help your Chiropractic office run more smoothly and efficiently, provide the highest quality patient experience, and even protect you and your patients in the event of a disaster. Let’s take a look at four benefits you may not have thought of that come with moving your practice management to the cloud with Genesis Chiropractic software. Benefit # 1 – Works on any computer Because Genesis Chiropractic Software is in the cloud and works on a browser you can use it on any of your current computers or tablets as soon as you become a client. Mac, PC, iPad. Anytime, anywhere, from anywhere there is a internet connection. Benefit # 2 – No server hardware necessary With Genesis’ cloud-based system, all you need is an internet connection to be up and running. No expensive hardware installations are required to immediately put your practice management system in place and begin streamlining your day-to-day operations and providing the best patient experience possible. In fact, thanks to the widespread availability of high-speed internet options, it has never been easier for your Chiropractic practice to take advantage of the benefits cloud-based technology delivers. Benefit # 3 – No in office down time Since Genesis is online, you can run all of your computers off of one hotspot or cell phone connection should your internet connection fail. Most newer computers have their own battery source where in the past this was limited to just laptops and tablets. That means that even when the power goes out you can still run your entire office with just a cell phone connection. No interruption in patient flow. Benefit # 4 – Speed Genesis has thousands of users accessing its’ database of millions of patients each and every day. Doctors are astounded by the speed of the system. With other systems you’ll notice the system gets slower and slower the more patient data you add to the system. Benefit # 5 – Fast and easy implementation With Genesis Chiropractic software, transitioning to the cloud is quick and intuitive. There are no implementation hurdles to overcome and our coaches meet with our clients monthly to ensure the best results from Genesis’ fully integrated Scheduling, EHR, and billing services. Genesis will even assist you when needing to transfer patient demographics from your old system. Benefit # 6 – Unmatched security With Genesis and our cloud-based practice management system, you can be assured of the highest possible security for your patient records. You still own your data. Contrary to what most non-cloud based software companies tell prospects. Your data is stored in HIPAA compliant data centers with redundant onsite and offsite backups. There is a team onsite 24/7 should there ever be a problem with any of the servers. All data changes are protected bank-level security and encryption. Two factor authentication for those that choose to take their security to the next level and stay ahead of security standards. You can make sure different employees have different access levels to the system and even prevent them from logging into Genesis when they are not in the office. Eliminates your liability. All healthcare business are required to carry insurance on their data security. Most are unaware and never get it leaving a huge liability exposed. Storing your PHI in Genesis mitigates this risk. Security with Genesis is the new industry standard and unmatched. Benefit # 7 – Protection from data loss In the event that a disaster strikes, Genesis Chiropractic software offers an additional benefit with its cloud-based technology – secure data backups. Even if you suffer a fire, flood, or tornado, your data can be accessed when you need it. The Genesis data center took a direct hit from hurricane Sandy and experience zero downtime for any of its’ clients across the country and overseas. Genesis Chiropractic practice management software and chiropractic billing service offers both cloud-based ONC-certified software and a rich set of built-in and optional chiropractic software services you can easily implement in your practice. Because of this, Chiropractic software reviews consistently places the Genesis chiropractic EHR, chiropractic soap notes, customer service and chiropractic billing services as tops in the industry. The Genesis system is designed and built by chiropractors for chiropractors, integrating leading technology with easy-to-launch chiropractic practice management software system; a chiropractic software platform that is affordable and powerful enough to help you automate your practice management and increase your practice profitability and provides unmatched security and protection in the event of a disaster. When it comes to choosing a practice management system for your Chiropractic practice, the benefits of that come with moving to the cloud make it the clear winner.
Genesis Patient Accounts Can Verify Insurance
How does your Chiropractic Practice handle Insurance Verifications, Authorizations and Referrals? As a Chiropractor you know that accurate patient insurance verifications, authorizations and referrals is a very important part of creating a great patient experience in your office. Plus it’s the way you’ll be getting paid for your services, so it’s a very important part of your practice’s health as well. You must verify. It would be a perfect excuse for the insurance company to reject your insurance claim – you didn’t verify it and the treatment wasn’t authorized. Genesis Chiropractic Software has thought of these problems with insurance companies and the insurance verification tools are a click away in your patient’s account. Watch this Free Webinar to find out more from Jason Barnes and Jessica Pancoast, and to see exactly how it works. Enter your information and watch it immediately below. Read the transcript: Jason: Well, good afternoon and welcome everybody. Jason Barnes with Genesis Chiropractic Software. With me, I can’t say as always, because it’s been a while since we’ve been together. It’s Jessica Pancoast, the head of our training and help desk teams here, and I’m excited to be back in the same room with the amount of travel that we had recently. Being back in the same state, actually, is kind of nice. But it’s been exciting. We’ve been out visiting a lot of our practices and I know we’ve even met some of you guys that have been on the calls, so thank you for joining us. We’re gonna give it just another moment here. Great, and we’re just gonna get started then and if you do have a question, though, please use your chat. Jess, where do they get that again? Jessica: If you do not see the chat on the left-hand side, just open there for you, up at the top will be a button that says “Show chat,” and if you click on that the chat window will be there on your left-hand side. And down at the bottom you’ll be able to type in any of your questions. Jason: Okay. So, I’m looking forward to today because some newer things that I’ve heard that people have not been made aware of, as far as our software is concerned and our service. And then, some things that, even though people knew we had, I found that were not being used to their fullest potential. So, I’m gonna go ahead and introduce the topic for today. We’re gonna be talking about insurance verifications, the different ways that we can do those, the service that we can provide. Everyone, I think, knows why they’re so important, but then we’re also gonna talk about authorizations and referrals, as well. So, under this umbrella, really, it all comes down to, “Am I going to get paid for the services that I’m performing?” When I have insurance verification and it’s not done correctly, I wish I could tell you that no matter what information you got or the source you got that information from, it would always be 100% reliable, but I think there are probably a number of people listening to this right now nodding their head when I say, “Even if you’re in touch with the insurance company, you’re not always gonna get 100% accurate information.” Aside from that, authorizations that you have to obtain, how to be notified of those authorizations, and the referrals themselves that you’re gonna get. We’re gonna go over the nuts and bolts of how you’re actually gonna record that information in the system, and more importantly, how we can coach you to help the system reminds you when you’re running up against situations where somebody’s not gonna be covered. And if they’re not covered, what you can do and how you can be prompted to actually have conversations with those patients. Now, for those of you running all cash practices, there are certain times where authorizations are still needed, referring doctors are still needed, but very, very rare. This is mostly for our clients who are actually gonna see patients with insurance and bill to insurance. But that transition over to cash is also super important and there’s a few things, care plans, that can be discussed as well. So, actually, to jump right into it, we’re actually gonna get right into a patient. All right. And our favorite patient, well, maybe not our favorite, Jess, but… Jessica: The one we use a lot. Jason: The one we use all the time is our Genesis patient, and we’re in our regular scheduler here. And I’m gonna click on this patient tab, and we’re gonna zoom in just a little bit for clarity sake here. And so, Jess, I’m gonna ask you in a moment here to help us out with the actual anatomy of these sorts of things. But before we do that, you’re in the scheduler and you have a patient that walks through the door who is not covered by insurance anymore, is one situation we can go over, has an authorization that’s run out, which is a second situation. Or you have a referral that is only good for X number of visits or for a certain date range. Those are the main scenarios that we’re gonna cover today, and then we’re gonna go over how we can set up the notifications, which will help you guys being made aware of these situations, and what you can do with those notifications. So, Jess, can you help us? Jessica: Sure. All right. So, any of the authorizations, any of the referrals, they’re all gonna go on this referral tab, that way the system is able to, as best they can, help you out and automatically apply the appropriate referrals and authorizations to the claim when it’s created. So, when you go into this referral tab, a lot of times you’ll have a default row that just has pretty much no information, no real information, anyway. It has some basic dates
Harness the Power of the Cloud for Your Chiropractic Practice
If you have been using an old, reactive type of practice management system to run your office, you know how limiting and stressful it can be. You’ve been stuck searching report after report to make sure what needs to be done is actually done. You have been forced to memory manage your practice, go home still worried about whether everything for the day was completed, and seen patients drop out of care when every task was not handled as well as it should be. It’s time to move away from those problems, better manage your practice, and decrease the stress for yourself and your staff. It’s time to harness the power of the cloud for your Chiropractic practice. Unlike those out-dated practice management systems, you need a proactive workflow system, like the one provided by Genesis Chiropractic Software. This is a technology that is equivalent to how the iPhone and other new technologies change the way you make phone calls. This is something that didn’t exist even a few years ago. It is cloud-based and there is a reason there is so much talk about cloud technologies. It’s because the cloud offers a new functionality that isn’t available with non-cloud-based technologies. The difference between cloud-based and non-cloud systems is that cloud-based systems store your data in the cloud and analyzes it for you. It’s able to learn. Like a nervous system, it is able to look across all of those reports that you used to have to dig through and do the work for you. You don’t have to waste your time anymore. Then, once something happens in real-time, it creates a task for the person best-suited to complete it and delegates it to that person in real-time. The system delegates tasks to each person in the practice, including the doctor. It doesn’t wait for people to memory manage unlike the reactive, non-cloud systems. With those systems, you may have to look at ten different reports to find a task that needed to be done. Do you have time to go to ten different reports? You have work to do, phone calls to make, emails to respond to, patients to care for. You don’t need to add in the stress of trying to remember every single task that needs to be completed. That is exhausting and doomed to failure. With Genesis Chiropractic Software and it’s cloud-based, real-time analysis, the goal is that at the end of the day, each person has one screen that they can see the work they need to complete, no searching. It could be a no-show, an expired care plan, billing, claim follow-up, or any number of other tasks. As the owner of the practice, when you know exactly the number of things that have to happen, you also know whether or not they all were completed. At the end of the day, when you see that the final number of tasks to complete is zero, you know that the day was as successful as possible and that every single thing that needed to be done was handled. Using a cloud-based system, like Genesis Chiropractic Software, removes the stress of managing by fire. It stores your data, analyzes it, learns and adapts, and lets you know in real-time how your practice is performing. It’s about time to harness this power and put a cloud-based system to work in your Chiropractic practice.
Stop Memory Managing In Your Chiropractic Office
The owner of a Chiropractic practice has to wear many hats. You’re in charge of patient care and education, staff management, accounting and financial management, and the thousands of other things that go into running a business. This can be extremely stressful and if you are not using the software and technology available to help automate your tasks, you are in an even worse position. Without a proactive software that breaks down your tasks, assigns them to a staff member, and ensures accountability, you are stuck memory managing your practice. This leaves you stressed out, your staff stressed out, and results in a patient experience that is far less than optimal. If you are using one of the old reactive types of systems to manage your practice, you are most likely relying on reports to make sure that everything is completed like it should be. The problem with this, as you know, is that it leaves you searching report after report. If you wanted to follow up on an insurance claim, you have to go to some aging report, find the claim, and then follow up on it. That means that you have to probe. You have to actively go find the work before you can do it. Then, no one actually knows how much work was supposed to happen for that day, as opposed to how much work did happen. You may find out that an x-ray that was supposed to be performed wasn’t. Then, three months later, you find out that a hundred x-rays weren’t done. You shouldn’t have to work this way. The way this works is that with a reactive system, there are a lot of different reports. There are cash flow reports, retention reports, future appointments, expired care plans, compliance reports and the list goes on. The problem with this is that your staff has to go to each report individually to find the work that needs to be done before they do it. Then, you as the owner or doctor have no idea across all of those reports how many things are supposed to happen today and whether or not they were completed. This leaves the owner of the practice totally out of control. It leaves you memory managing every single thing that happens. It leaves you stressed out when you leave the office, trying to remember if everything was done for the day. You shouldn’t have to work this way. On top of that, memory managing is stressful for your staff. When you look at an old report and find things that haven’t been done like they are supposed to, like those hundred x-rays, you focus on that for the week, making sure all x-rays are performed. Next week, when you see a report that shows future appointments aren’t getting scheduled, you stress that. The next week, it might be care plans. This leaves your staff never knowing what to expect. It’s about time to stop the memory management. It’s time to move to a proactive system that helps you automate the handling of the tasks that make your practice successful. It’s time to throw out those old, reactive systems and finally take the stress out of managing your Chiropractic practice.
Leverage the Technology Available to Run Your Practice More Easily and Efficiently
There is so much technology available today that makes our daily lives easier. Our banking, shopping, personal communications, and more are all done over the internet. We are already leveraging cloud technology in almost everything that we do. Isn’t it about time to leverage that same technology in our Chiropractic practices, and choose a practice management system that makes things easier and more efficient? I have said before that the biggest companies in the world are using this type of technology and software to make their interactions with customers run more smoothly. In my practice, this enterprise level technology wasn’t available initially. I had to go outside of chiropractic to learn how technology is actually used in real businesses to make things more efficient, effective, and scalable. What I learned was that to accomplish these goals, you have to break it down. Internally, in our business, we break it down into people, processes, and technology. For the people part of this we ask two questions. Who are the people that are responsible for getting the tasks done? What are their responsibilities? Then, we ask “What are the processes you want them to follow?” If a new patient comes into your office, what actually happens? What do you say to them? What paperwork do you need them to fill out? What different options are you going to present to them? Most importantly, this all has to be documented. The Ritz Carlton is an excellent example of a business that has their processes broken down to ensure that there is never a missed step and every guest receives the best experience possible. They even know how many steps it takes to make the bed and every housekeeper has a checklist to make sure every one of the over 30 steps is performed every single time. That’s just the bed, not the rest of the room. That is how the Ritz Carlton creates an amazing experience for every guest. They have a process, it is documented, and every person in the process knows exactly what to do. The next step is to leverage technology. Again, the Ritz Carlton is the perfect example of how to do it right. They keep a profile on every guest, tracking what you like, what you drink, how you like your steak, and every other small detail. They have all of that information about you at their fingertips. They never even have to ask. It is all automatic. I learned how to create and leverage that same type of system in my own Chiropractic office and created Genesis Chiropractic Software. With it, I was able to automate tasks and make it simple for the people in my practice to follow the processes and create an amazing patient experience every time. Genesis Software helped me to get really clear on what needed to happen each day, who was responsible for each task, and it kept my staff and myself accountable for those tasks. Fortune 500 companies used to be the only businesses that could afford this type of technology. Now, the technology is there, readily available to help Chiropractic offices of any size become more effective, efficient, and profitable. Isn’t it about time to leverage this enterprise level technology to create the best patient experience possible while at the same time making running your practice easier?
ClearGage is integrated into Genesis Patient Accounts
How does your Chiropractic Practice handle Patient Credit Card Payments? ClearGage makes it easy. As a Chiropractor you know that accurate patient credit card processing and patient accounting is a very important part of creating a great patient experience in your office. Can you charge a patient’s card in real time and automatically post it in your patient’s account? Do you offer patient financing where everyone qualifies with no credit checks? Well, now you can with ClearGage. Genesis Chiropractic Software has thought of these questions and the ClearGage tools you need are just a few clicks away. Watch this Free 45 minute Webinar to find out more from Jason Barnes and Chip Hunziker, and to see exactly how it works. Cleargage offers real-time credit card processing, electronic checks, ACH, patient financing, online bill pay for patients and a lot more. The patient financing will make it much easier for your patients to accept a long term care plan. Your patients will value their care a lot more because they’ll want to get their money’s worth. That means less no shows and a smaller number of no future appointments as well. Learn how to use Cleargage to improve your patient satisfaction. Enter your information and watch it immediately below.
Patient Accounting
How does your Chiropractic Practice handle Patient Accounting? As a Chiropractor you know that accurate patient accounting is a very important part of creating a great patient experience in your office. For your office, how do you determine what your patient’s owe? When do they owe it? Why don’t they owe it yet? How do you determine where your dollars are outstanding? What would your patients think of your practice if you couldn’t provide this information to them within moments as they wait in front of you? Genesis Chiropractic Software has thought of these questions and the tools you need are just a few clicks away. Watch this Free 30 minute Webinar to find out more from Jason Barnes and to see exactly how it works. Learn how to use this tool to improve your patient accounting, your patient statements and ultimately your patient satisfaction. Enter your information and watch it immediately below. Read the transcript: Good afternoon and welcome, everybody. Jason Barnes with Genesis Chiropractic Software. It’s about two minutes past the hour, and we’re gonna get started in just a moment here. I’d like to thank everyone for joining us. Keep in mind that everyone is muted for this presentation so if you do have a question, I ask that you type it in so that I’ll get a notification and we’ll answer it as we are going. Feel free to type those in at any given point, and we’ll make sure to answer them as quickly as we can. So we’re just gonna give it another moment here, and we’ll get started. All right, guys, it’s four minutes past the hour. We’re gonna get going. Today, we are actually speaking about patient accounting. And I wanna make sure we go through a few things here when it comes to patient accounting and trying to understand exactly how your patients can understand a few things. Number one, what it is that they owe, number two, when they owe it, and number three, why don’t they owe it yet. And if that question at the end of this doesn’t make much sense, I’ll hopefully put the pieces together today while we’re talking. If there are other questions that you want answered throughout any portion of this presentation, feel free to type them in, and we’ll do our best to answer them today. Right now, though, we’re gonna get started with actually a brief overview of some reporting for the entire practice before we get into exactly what it is that’s outstanding for an individual patient. So patient accounting, I’m gonna blow up this for the presentation so that you guys can see it a little bit more easily. But first, I wanted to go into a few reports. First, we go to reports, our billing analytics, and we can go to what’s called our accounts receivable or AR breakdown. When we bring up this particular report, it’s going to give us the breakdown of where our dollars are outstanding. Our total accounts receivable balance for the first one is representing our insurance accounts receivable, our patient balance, how much money is sitting there in claims that need to be addressed on our workbench, special projects. Collections is a status so if a line item on a patient account is in collections status, that means that that particular balance has been sent or is designated for a collection agency. And then added all those up in the last column is the total. That AR breakdown allows you to see, and you can drill into that number and see that there are 695 claims for this particular example that actually make up that balance of $78,000. So you can sort this, you can filter by it, you can do greater than or less than. So if you wanna look at amounts greater or less than, you know, let’s just say $100, you’re able to do that. So any amount less than $100 or any amount greater than $100, you’re able to do that within these fields at the top of this pop-up report for your accounts receivable breakdown. Why do you wanna know these things? Keeping a finger on the pulse of how much, in a way, a patient balance is is important. There can be thresholds you can set for yourself of what is or isn’t acceptable. And today, we’re going to hint at the fact that we really like to see policies and procedures put in place. If you go over here to your search patient feature, simply click on search and patient, that gives you a number of options as well. So if I don’t look at anything else and I just simply click on a search which is going to search for all of them, it’s gonna give you all open patients and their patient balance here in the right hand corner. If I wanna search for people that have been seen in the last 120 days with a balance only, I can then search for those patients as well, and it goes from 2,200 in our demonstration account down to 174 patients. And you can actually see that these are sorted into the balances which are the highest on the right-hand side. And I wanna make sure that you guys understand that these tools are meant for you to be able to identify those patients, but in no way, shape, or form is this the best way or the best practice that Genesis is going to recommend to handle these balances. And so we’re gonna get into this process a little more as we’re moving forward here. But to start out, to recap the big picture, you wanna be able to look at your accounts receivable breakdown to see how much in the way of patient balances are actually existing as a total for your practice. And keep in mind that this is regardless of the data service. This can be 10 years old, 2 years old, or 2
