Registration evaluation

Does the staff make it a priority to accurately gather and enter the necessary registration information for each patient? ___Yes ___No

Do they know what information is necessary to prevent claim delays or rejections? ___Yes ___No

Do they clearly understand the importance of recording information accurately? ___Yes ___No

Is there a clear understanding of what information is essential? ___Yes ___No

Is staff aware of what information is needed to do appropriate follow-up? ____Yes ___No

Does the staff discuss and obtain preauthorizations and referral information from patients? ___Yes ___No

Is there a clear understanding of when and how to obtain preauthorizations and referrals? ___Yes ___No

Does the staff understand and effectively communicate the financial expectations to patients? ___Yes ___No

Are copays collected at registration? ___Yes ___No

Does the staff discuss the payment options that are available to patients (credit cards, debit cards, cash, checks)? ___Yes ___No

Does the staff try to identify credit risks? ___Yes ___No

Does the staff recognize their potential to reduce patient statements? ___Yes ___No

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. Schedule a Free Consultation.