An efficient workflow is essential for a successful day - especially when working with Insurance! So, what does an efficient workflow look like? Let’s break it down!

When a patient comes in for treatment, you will want to make sure two things are filled out: the Services and Insurance Codes on the Line Items tab and the Dates of Current Illness on the Treatment tab. If your patients are consistently seen with the same Appointment Type, then these two tabs should SALT going forward if the Appointment has been marked as Complete on the Checkout Page!

Next, you will create an Invoice by checking the Patient out from that Appointment (which then creates the Appointment-Associated Invoice that is necessary for Claims). If the Patient has a copay, you may take this now by choosing the payment method that is appropriate. You can even put in copay as the payment memo for a good reminder!

✨Note:✨ The Insurance payment method will not be the payment method used for this. This payment method is for what the Insurance Company pays out from the Claim after it has been submitted and you receive the Claim Response.

Once the copay has been paid, you will either create a One-Click Claim or you will select Queue for Claim depending on whether or not you want to review Claims before bulk submitting them.

Next, you can either Bulk Submit Claims or view the status of a desired Claim by going to Reports > Insurance Reports > Insurance Claims. Once you receive a Claim Response, you will work out of Reports > Insurance Reports > Claim Responses. If the Claim has been rejected, you can choose to duplicate and resubmit the Claim. If the Claim has been paid out, you will want to make sure the associated Invoice has the amount paid added to it. This can either be done automatically from your Advanced Settings or done manually.

✨Note:✨ Your Auto-Pay settings will utilize the Insurance payment method. If you choose to add this payment manually, you will also want to make sure to utilize the Insurance payment method. Auto-Pay Claims can be found by going to Settings > Location Settings > Advanced Settings.

If there is any balance leftover, the patient will either be responsible for the remaining balance, or the Invoice can be written off depending on the requirements and laws that vary by state.

An efficient workflow is a happy workflow! 🤩