– Create self-pay policy
– Create materials to clearly communicate policy to patients
– Consider policies for special circumstances
– Make reminder call in advance of appointment
– Confirm demographics
– Scan insurance cards
– Collect co-pays & deductibles
– Collect completed HIPAA forms
– Ask if patient wants credit card info securely stored to pay future balances
– Request payment for existing balances or establish electronic payment plan if payment can’t be made immediately
Medical Practice Management
