Physician front desk ideas and procedures

- 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

Have questions? I’m here to help.

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About Reed Tinsley, CPA

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Reed Tinsley, CPA