NEW PATIENT INSURANCE INFO

When new patients come and and you copy their insurance card, PLEASE check to make sure all the numbers are ledgible and are not cut off. Also, check to see if there is an ID number on the card- if not, please make sure to get the subscribers social security number. Ask the patient if they are the card holder or if it the spouse/parent. Whoever is the card holder, we need to get their ssn.
Thanks
Kathy

MASSAGE ONLY PATIENTS

Just a reminder that if someone is coming in only for massage, please do not set them up with a file in Medisoft. They are put under a generic CASH account, that way they are not taking up space in Medisoft, and it is easier to keep track of them. I will put them in Medisoft if/when they become a chiropractic patient.
Thanks
Kathy

New Patients

Just a reminder for everyone to write new patients down on the pink form at the front desk. Also, remember to add the referral information. It really helps when I go to do the numbers. Thanks, Pam

Nutritionals

Whenever you sell any nutritionals, PLEASE make sure to break it down on the fee slip of how much is for the product and how much is for tax.
Thanks
Kathy

Receipts

Per SK- Please make sure you write up a receipt for ALL cash transactions- whether or not the patient wants one. It is our only method of tracking cash payments.
Thanks :)

NEW FORMS

FYI-
There are now new forms to use for:

Request for Information....from other clinics
Release of Information.......to other clinics

There are separate files for these in the drawer, and they can replace the old 1/2 sheet forms used in the past.

Kathy

New Patients

Just a reminder: When we get new patients, please send the entire new patient file back to Kathy with the fee slip. I will enter the patient and give the file to the appropriate dr.
Thanks :)
Kathy