Patient Balances
How to do Patient balances, payments, and statements. Patient balances on their account with your Practice can be easy to use within the Genesis Chiropractic Software. You need an easy way to enter patient co-payments, insurance payments and then provide various people with a statement when they ask for it. This functionality is inside of the Genesis Patient Accounts and it will make your work life much easier. Your Patient Accounts must be accurate because you don’t want your patients or insurance companies questioning what you provide to them. You need an easy way to print out statements in case you need to send them to lawyers, patients and insurance companies. Patient Balances must be kept up to date and Genesis Chiropractic Software has the accuracy built-in. All you have to do is to enter the information on the right account. Watch this Free Webinar to learn more from Jason Barnes, and to see exactly how it works. Enter your information and watch it immediately. Read the transcript: My name is Jason Barnes. I’m the Chief Operations Officer here at Genesis Chiropractic Software. And I am looking forward to today’s topic. Not the most complicated topic of the day but one in the past where we’ve had some of the highest rates of actual participant interaction. I guess today we’re going to talk about how to enter in patient payments and then furthermore we’re gonna take it down the line with, how are we gonna get the interpretation of, what was paid for, what wasn’t paid for, what’s patient responsibility and how do we get statements either to patients or how do we get statements to attorneys. Sometimes insurance companies want to see, “Hey, I need a complete breakdown.” So we’re gonna show you some of the tools available for doing all of that. So, as we’re going, I always, always recommend that you ask questions. I will be monitoring the questions throughout the webinar. So, feel free to chat them in and I will take them…I’ve never not gotten to all of them so feel free to chat them in and I’ll make sure that they’re tackled. And looking at this, it’s 2:04, let’s get underway. So we always like to start in the actual schedule. So, when we’re doing this, we want to make sure that two things are happening, right? When we click on a patient, there’s a couple of ways of actually getting to the place where you’re gonna enter patient payments. So, we’re not going to start with going through all of those but coming to the More button, gives you a lot of options, alright? So, the first one we’re going to talk about is not necessarily getting to the patient account. Because you could find yourself in one of two scenarios, either the patient is paying as they go or they’re paying on a recurring or a prepayment. So if they’re paying on a recurring basis, meaning, they’ve got $300 coming in via a credit card, that’s one way. They could be paying on recurring where they’re coming in and putting a check in, or running their card for $300 in a month. I want to make sure we cover all the scenarios. But right now, we’re just going to cover the scenario which is the patient is paying as they’re going. So, patients walking through the door. We are integrated with a number of credit card companies and we noticed, and we’ve run all the reports and statistics and this will not surprise you, that most of our clients who are private, pay with credit cards. If you’re using an integrated merchant service company, like a FORTIS or a ClearGage, you can come down and actually click on the FORTIS Processing, it will bring you to the patient that you’re on and you can actually run a card. So if you wanted to, you can come down here and you can run a sale, run a refund. And so if the cards are already on there, you can come in, you can post $50, you know, for a regular adjustment, let’s just say, and that’s that. You’re going to process the transaction, it brings up a receipt. This automatically posts on the patient account so this is one of the ideal scenarios that we talk about. The largest percentage of the patient payments that are going to be processed are going to be done through credit card. So, if you’re talking about that we really do recommend looking at some of the solutions that we already have integrated. So we’re gonna close out of this, and we’ll get back. If you were not using an integrated method, you would still go to the More button and we would take you into the Patient Transactions tab, it’s going to bring up a pop-up, which I’m going to not maximize, rather I’m going to take the opportunity here to focus in on one specific area here. This specific area is right here at the bottom, where you have a date of February 21st, 2017. You can change that date, there are very few situations which I would recommend that you change that date but it’s always possible, you can do that. However, this next date is a service date and we’re going to talk about that in a second, all right. But if $50 was what you wanted to put in, you would choose a credit card, if you wanted to choose MasterCard, Visa, etc, you can go to the next step there and you would simply put Add Payment. That payment would automatically be added to this Transaction tab as the next item in here. However, you’ll notice that we didn’t put a date associated with the payment, that is a big deal, that makes a big difference in the Genesis system. Because the way we’re talking about not only posting patient payments but how we’re going to allocate the money that
The Patient Experience Pioneer
What Sets Genesis Chiropractic Software Apart? The Patient Experience. Yes, choosing the right software to manage your Chiropractic practice is a vital step in ensuring your office runs more easily and efficiently, but it’s even more than that. Here at Genesis Chiropractic Software, it’s also about the patient experience. You’ve probably heard more talk these days about patient engagement but the truth is, at Genesis, we’ve been working on the patient experience and patient engagement from the very beginning. Genesis is the pioneer in the field. In fact, our software is designed specifically to ensure that the patient experience is not just good, but the best possible in each and every patient encounter. Genesis is more than an electronic health record. It’s far more than a software to improve your billing. Genesis Chiropractic software was built from the ground up to model the software used by Fortune 500 companies to enhance their customer experience. You see, these companies have the data, the money, and the technology to analyze each and every piece of the customer experience. They break it down to its components and discover what works and what doesn’t so that good results are not just understood, they are repeatable. Prior to Genesis, the type of software that these multi-billion dollar companies use was not available to Chiropractic practices. After all, what Chiropractic office has the type of resources available to companies like Amazon or the Ritz-Carlton? But, we at Genesis had a mission… a mission to bring this Fortune 500 technology to Chiropractors… a mission to apply this technology to the patient experience and optimize it in the same way the big boys were using to optimize the customer experience. The result was Genesis Chiropractic Software. Unlike other software that just functions as an EHR or billing system, Genesis goes a step further – a big step further. Genesis uses the technology that companies like Amazon depend on and breaks down every task that must be completed in your office to ensure that every single patient receives the optimal patient experience. From greeting a patient to scheduling appointments, making follow-up calls, performing re-exams, and more, the system assigns each task to the person in the practice best equipped to handle it. Even better, with one glance, it allows you to see how many necessary tasks have been completed and even more importantly, how many have not. You know in real-time what must be done to ensure your patients receive the best care possible. And, you can see if there are any “mission critical” points to handle to make sure patients don’t drop out of care. Genesis Chiropractic Software’s focus on the patient experience sets us apart. Don’t settle for just another EHR. Put our Fortune 500 technology to work in your practice, gain visibility into your practice’s success, and enhance your patients’ experience with Genesis today.
Patient Portal
See the Patient Portal within Genesis Chiropractic Software A new Patient Portal has been created within Genesis Chiropractic Software. Your patients will be able to fill out their intake forms online at home or online at a kiosk at your office. You’ll also be able to exchange secure messages with them within the Genesis secure software system. This Patient Portal is a much better way to do it versus PDF forms that your patients print out and then fill out. The paper forms still have to be typed into patient demographic forms in the Genesis Chiropractic software, so filling out the paper forms ahead of time saves the patient time but not your staff. A better way to do this is to have your patient type their demographic information directly into the Genesis Patient Portal forms. This will save a lot of time for your staff and it will keep them from making typo mistakes while rushing to get it done. 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: All right, we seem to be matching the number of web and audio participants which is typically the sign to get started. So, if anyone does have any questions, feel free to chat me. It will actually tell me during the presentation whether or not somebody has a question at an appropriate moment for a pause. We’ll pause, we’ll take the question, and make sure you’re able to get the information that you need today. As always, at the end we’ll stop and open up for questioning about this topic, but I usually like to stick around for a couple minutes and people can pretty much ask any question they want about any topic that, if I can answer, I’ll be happy to. Introducing myself. My name is Jason Barnes. I’m the Chief Operations Officer here at Genesis Chiropractic Software. Every couple of weeks, we get on here and we do a presentation about a new feature or some feature that we had around for a while that maybe we made it a tweak to. But oftentimes, it’s about helping you solve a problem in your practice or that could be affecting your practice so that, you know, when it does happen to you, you know how to take advantage of something that we already offer. And today, we’re actually going to keep it pretty simple, introducing a patient portal. Now, this technology that we’ve been rolling out over the last couple of months here is finally ready to be used, and what we’re excited about today is how to help you do basically two things, how to help patients fill out documentation at home and how to continue to stay qualified for Meaningful Use should you need to. And in addition to that, there’s some information that patients can utilize within the patient portal, send messages, you can send messages back to them so that you can stay in contact with them outside of text alerts, etc. So today we’re actually going to start off with going to the link that I had set up in my email, and we’re gonna work backwards for today. So, working backwards for today, we’re gonna start off with the email that sent. We’re gonna click on that, and we’re gonna show you what the patient is seeing first and foremost of all. Now, there’s two different types of links that you can send here, and we’re gonna show both of them. So, for those practices who want to qualify for Meaningful Use and for those practices who have made a decision that that’s not for them, Meaningful Use being the incentive program that started out for the Centers for Medicaid and Medicare. We are in Stage Three or Phase Three of that right now, and so we’re gonna go to that. And we’re also gonna show you what this looks like for patients who are not doing that. So we’re gonna give you both vantage points today. So, giving you an idea of what it is that your patients are going to be able to see. If you’re sending this to a patient for the first time, there’s not gonna be much of a summary. But if you look at this from the patient’s point of view, how does that patient become a patient, whether at their screening, whether or not they heard an advertisement, or if they walked into your office? How do you get a patient to give you their information and fill out the information that you need to get? It’s going to be through their email that you’re going to get them a link to the Genesis system that will give them access to your particular portal, meaning their portal within the Genesis system. So they’re first gonna get a summary. That summary is gonna have a table of contents which has to do with a few different things…I’m gonna blow this up here, what kind of problems that they had, what kind of medications alerts, what sort of immunizations they’ve had, if any, which are taken from histories. This next one is an XML file. That is a Center for Medicaid and Medicare requirement that you have to have an XML file, should this patient need to take a file such as this and go to Medicare or Medicaid’s website and actually upload it. But more importantly, if you are hooked up with one of our software platforms such as 3RX or MyRxx which are some of those platforms that we offer…this is a just a sample of them. We offer more on this, that offer at-home exercises, ways to remind patients of what their stretches, or their homework is. We actually have those in the patient portal, as well, integrated. Obviously, you wouldn’t see more than one in your patient portal, should you do that. But
Increase Patient Retention with ZingIt Solutions
ZingIt is Integrated into Genesis Chiropractic Software As a Chiropractor you know that if you don’t keep in touch with your patients and communicate with them, then they will appreciate the value of your chiropractic care less and less. They need to be constantly reminded of the value of chiropractic until they become raving fans and they refer everyone they know to your practice. This is a great idea but how do you keep in contact with your patients? People don’t answer their phones very much nowadays, but they’ll look at a text message instantly. Are you texting your patients? ZingIt has an online system that makes it easy to communicate with your patients. Let them send your messages to your patients and then you can concentrate on giving them the best patient care. These tools have been integrated into your patient accounts, so please put them to good use. Use ZingIt to reduce No Shows, reduce No Future Appointments, send appointment reminders, send birthday messages and inform your patients of something special happening at your office. Why? Because happy patients and happy staff makes a practice owner very happy. 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: Jason: My name’s Jason, I’m the chief operations officer here at Genesis Chiropractic software and I’ve been working with the company for seven years now, and Prior to this, technology was the space that I worked in. I don’t come from a background of healthcare administration or healthcare consulting or advising. And so, from my perspective, scaling technology was always a part of how I got up and spent every day of my professional life. And to that end, I started working with a company that started supporting chiropractors and the very unique needs of the chiropractic world. Now, I’m not suggesting that other specialties, other types of clinicians don’t have really unique needs but focusing on these it’s been fun and understanding the one specific difference that I see with chiropractic is that it needs to be followed up on so vehemently. You’ve got to work so diligently to help chiropractic patients realize that they need to commit in order to get the full benefit of the chiropractic care that’s being offered. And to that end, we are going to talk about how, just our software solution alone, we know is inadequate to help. And today we wanna tell the story of how it is we partner with others and why we partner with others to do that. Joining me today is Steve Weber from Zingit. Now, Steve has been one of those partners, and certainly not the only one, but one that we really have enjoyed working with. And that doesn’t just go for you, Steve, that goes for the entire organization, folks over there that have helped us take a platform that’s great in a lot of ways that we think, and we’re grateful that a lot of our clients think of it, and create something that’s better for clients and for chiropractic and for those practices that know without great technology, they can’t leverage a fantastic team and an awesome service to create an experience that can change communities. So, today, we are focusing on how those relationships take off and how a platform like Genesis is used to actually help all of us accomplish that. So, Steve, thank you for joining us today and we’ll get underway. Steve: Well, I, certainly, appreciate being here. It has been a pleasure as well working with the team at Genesis. And having spoken to loads of offices on a daily basis I can tell you that from a user standpoint, clients of Genesis speak very, very highly of the team and how the software works. So, we’re happy to be associated with Genesis and more importantly, just from my standpoint, I love working with chiropractors because they’re out there to really help patients and we want to help them do that. And there are some significant challenges that chiropractic offices and their staff face every day. So, what I wanted to do is, first of all, share a little bit about myself. Like you Jason, I’ve been here six, almost seven years now. And before that I was in the healthcare space but mainly not chiropractic, but more selling to hospitals and medical offices for many years. So, when I joined here we really wanted to make a difference, and that’s what we’re looking to do with the offices that we work with. Partner with solutions that are industry-leading like the Genesis Chiropractic Platform, their software, but then also provide a solution that everybody faces every day which is patients just don’t answer the phone anymore. So, you can call until you’re blue in the face but they just don’t answer the phone. So, when we first started working with Genesis, Jason that was, I wanna say almost four years ago now. Jason: Yeah. We had the debate the last call we’re on it. I think four years is what it looked like from our first client comming on board. Steve: Yeah. Very beginning of 2013, so in a month it will be four years. So I don’t know, do you want to flip over to my presentation or what are they seeing on the screen? Jason: Yeah, right now they’re seeing what I’m sharing which is just a couple of questions and so I’ll finish a little bit more of the set up Steve, and then we’ll flip over to you, probably take about two minutes here. So, for four years we’ve been working together but I wanna tell the story of prior to getting to actually how we got to that point. I wanna tell the story more of how we got to saying, “Yes,” to a Steve Webber when we got on the phone. So I’ll lead up
