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
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.
How to Write SOAP Notes Faster
Use built-in SOAP Note Macros to type your narrative with clicks on macro buttons. Remember the good old days of typing and printing SOAP Notes papers for mailing to insurance companies? Those days are not quite over for some practices that are clinging to the old days. For the practices that are moving on with the required Electronic Health Records (EHR), you need it to be a simple, easy to use interface. Now imagine taking it a step further by creating a button to type a narrative that you type multiple times a day. You click that button and insert that text where ever you need it in your SOAP note. You can create as many time saving macro buttons as you want. Now imagine one more step further… you could use a touch screen in the exam room to touch your macro buttons and complete your note in seconds! Then touch a button to sign-off and submit it to the claim scrubbers. What could be easier than that? Learn how with the free webinar that can be viewed right on this page. Read the transcript: Jason: Good afternoon, everyone. We are going to give this a couple of minutes to get started. Jason Barnes and Jessica Pancoast here. We always give just a moment or two for a few people running a minute or two late to login. So, thank you for joining us today and we’ll get started in a moment. We’ll just give it another 30 seconds here, Jess, and then we’ll introduce the topic and get going. We usually get started four or five minutes past the hour and we’ve got a number of people that are logged in so far. What we’d like to tell everyone is you’ll notice that you’re muted, and if you’d like to ask a question, pretty much any given moment, feel free to absolutely type one in. Jess, can you give that little instruction you always give that I don’t remember? Jessica: Sure. On the left-hand side there should be a chat box. If you are not seeing that chat box, up at the top left there is a button that says “Show chat,” and you can click on that and you’ll get the text box where you’ll be able to type in your questions, and we’ll check on those questions throughout the webinar and, yeah, answer them. Jason: Great. So I do this to you, I don’t ever really forward the emails over to you because it’s my email that’s associated with the webinar account, but we didn’t get almost any feedback after the multi-specialty webinar but it’s been watched over almost 400 times since then. Jessica: Wow. Jason: So, by far, our most viewed webinar and the comments have been…actually, a spectrum of comments have been made, most of which positive, but a lot of which wanted to know more with a lot of questions. So, if you’re listening to this right now wondering if we got them, we did. We do not respond to anyone individually, but we have our team getting together all the questions so that we can take a second swipe out of it. We are projecting the first or second week of June to do a follow up webinar for our multi-specialty practices. But today’s topic is, again on efficiency. And I’ll start with…this is most for clinicians, but this also affects your billing and your coding of claims as well. One of the great things about the Verical system is that it’s going to create, every single time a clinician goes in to bill out a visit, it creates an exact duplicate of the previous visit, including your CPT and diagnosis codes. However, your first visit, it’s still up to you to fill in which CPT codes and diagnosis codes. So, today is about how we can save a lot of time on that first visit with things that you do often and repeatedly, I guess is a better way of saying that. And then, any time that you have a previous visit that’s been loaded with documentation as well as the CPT code and diagnosis codes, we’re gonna show you how to add things easily as well, so that you can save time doing that. So, we’re gonna focus how you can do that with the documentation, but with an emphasis today, really, on making sure that diagnosis codes and even some of your CPT codes can be included with those conditions or types of patients that you see on a frequent basis. So, to do that, we’re actually just going to get into a demonstration right now. So, Jess, we’re gonna start out with just a basic overview of our XMR and then we’re gonna move into our coding. Jessica: Okay. Do you want me to just go into a brand new patient? Jason: Yeah, absolutely. Jessica: Because I actually created one this morning. Jason: Yeah. Perfect, perfect. Thank you. Jessica: All right. This is actually a brand new patient I created earlier today. So, in the travel card, you’ll that the EHR tab is the first one that is opened on this account and this is where we’ll be able to create our note. There are several different tabs that can be used to put the note together, as well as blank text boxes so something can be just typed in. We do, of course, recommend using our button selections as that will make the note faster to create. And, of course, to fill in a basic note, you are clicking in the buttons and making selections in the popup that comes up. So, I’m just going to, for example, put in a quick little sports injury that happened, some shoulder pain. Jason: We were told in the past to slow down, to slow down, and I don’t fault you, but I understand completely. And just do one CTRL-plus for me, Jess. Jessica: Sure. Jason: Thank you. Jessica: So, I’m just clicking on
What is a Monthly Health Check?
A Monthly Health Check will help you. Have you set your practice goals with your Practice Success Coach? A Monthly Health Check for your practice and how it can help you is what’s covered in this free webinar. Your Practice Success Coach will help you set goals and KPIs for your practice and then follow-up with you about them each month. You will know immediately if you’re on-track to reach your goals and if not, then your Practice Success Coach will suggest ways to make improvements. You will learn a lot about your no shows, no future appointments, your collections for cash and insurance, your accounts receivable over 120 days and other important metrics. If you don’t track them, then how can you improve? Learn more by watching this free webinar on this page right now. Read the transcript: Jason: Let’s start over. Welcome, everybody. I hope everyone dug out of the storm and has able to remain warm at least here on the East Coast from Kentucky up to Massachusetts. I know buried is just the right word to use as far as snow is concerned, buried. I know we dug out from nearly two and a half feet of snow here. And so I hope for those people who are only able to make this webinar today because they weren’t able to open their business doors, I hope that you find it useful and I hope we’re able to give you some information that you can act on here in the future. So just to give you an idea of who I am, Jason Barnes, I’m the Chief Operating Officer, and I’ve got Jessica Pancoast with me, who is the head of our Help Desk and Training teams. And we usually tag team these weekly webinars, bringing useful information to everyone today. We’re gonna spend 15 to 20 minutes on monthly health checks, answering questions like, “Why should I have a monthly health check? What is a monthly health check? How can a monthly health check help me with a member of our coaching staff?” And then we like to open it up for any other questions that you might have at the end of it, so while we stick around to see how we can answer any other questions. So first answering a question of, “When somebody looks for a new software package, what are they looking for?” Well, that ranges from one office to the next with what types of problems that they’re going to solve and what kind of solution they’re looking for. Yes, it would be hard for me to say, “I know where the right solution for every single office out there.” But I know we do have something for everybody. And just like people use personal trainers to get the most out of a gym experience or workout experience, I know that we have people who can personally train and apply the tools in our gym, meaning the software system, to help practice owners, office staff really get the most out of what they want to accomplish. So today we’re gonna be talking about teamwork and how we can use our coaching staff to help identify what the issues are in your practice and then at least supercharge it, make it as efficient as possible. And so I want to fast forward all the way to the end of what you’re supposed to be getting out of working with our coaching staff. When most practices come on board, we take a snap shot, take a snap shot of what their practice performance was. How many visits they have, how many patients they were seeing actively at any given time, and what their per visit reimbursement rate was, and then what their overall office collections. And then we compare that after six months for a random subset of those clients, and we found that in each and every situation where those offices were having monthly health checks with our team, we were able to see pretty stark improvements after a six-month time frame. So, if you’re wondering, “Well, you know, how would working with somebody help me achieve those types of results?” That’s what we’re gonna talk about today. So, to answer that next is, what is a monthly health check? The first thing a monthly health check is is a prioritization. Your office can be working on 20 different projects at once. I can start listing off things that you could be working on. You could be working on implementing new no-show, no future appointments. You could be trying to get a business within the business off the ground, trying to put together e-commerce or selling more point of sale items. You could have a problem with hiring associates, training staff members. All of these things are important. Everything I listed is super important. But while that’s happening, you don’t have some of these credentials. While that’s happening, you don’t have the ability to realize that temptations, you know, didn’t show up this week and they’re never coming back again. So what we like to do during monthly health checks is, first of all, create a table in which we know what is urgent, what’s a necessity, and how on earth we should approach triaging, the things that need to be done in your practice. Are we able to do this for everything? No, but most things that are under the umbrella of good, solid best practices of practice management, we’re gonna be able to provide solid insight. We put together this graph and this decision making tree to help really coach providers in a situation with what should I be focusing on first, right? So the urgent, not urgent, managing and focusing. Patients are the lifeblood of your office. They’re always the first thing that we have to make sure… If we’re not paying attention to them, we know that every other metric in your practice is going to
