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.

Once a claim is created, you can manage them from the Claims tab at the top of Clerk, where you can view the status of claims, claim responses, and handle any rejected claims.

You can also use the Claims tab to help manually update payments made to claims by selecting the desired invoice and using the insurance payment method. If you would like Clerk to update patient balances for you, head over to Settings > Location Settings > Advanced Settings. Your Auto-Pay settings will utilize the insurance payment method.

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! 🤩

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