Written by Reed Tinsley, CPA |
December 5, 2012
- 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
About the Author
Reed Tinsley CPA
This article is written by Reed Tinsley, a Houston, TX-based CPA with over 30 years of experience advising physicians and medical practices across Texas and the United States. Reed holds certifications as a Certified Valuation Analyst (CVA), Certified Healthcare Business Consultant (CHBC), and Certified Financial Planner (CFP), specializing exclusively in the healthcare sector. He is a published author, nationally recognized speaker, and trusted advisor to physicians on
accounting & tax,
practice management, and
financial planning.
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