Genesis Patient Accounts Can Have Multiple Active Care Plans
Multiple Active Care Plans for Each Patient are Possible. Accurate patient care plans enable you to predict future income and keep track of insurance and cash payments. What if you have more than one provider in your office? What if you have a multi-specialty practice with Physical Therapists, Occupational Therapists, MDs, and Dietitians for weight loss? It’s possible to keep track of all of their scheduled visits on one care plan listing all of their visits, but it’s more complicated. It’s better to schedule separate appointments on their various schedules and then create a care plan for each specialty. That’s the simple way to do it. If you want to complicate things, then you can try to have their care plans combined into one or put it all on one from the beginning. So it is possible but there will be more details to pay attention to. Watch this Free Webinar to find out more from Jason Barnes, and to see exactly how care plans work. Enter your information and watch it immediately below. Read the transcript: And so today we’re talking about how you can actually manage a practice where you have patients that are coming in for more than one specialty. Now, this specialty requirement does not mean that it has to be something fancy. You can have somebody who has a care plan for acupuncture, a care plan for massage therapy, a care plan for chiropractic but this is where we’ve seen it more useful is where practices have opted to use multiple active care plans for physical therapy, for MD’s, for weight loss, for nutrition, or detox, for chiropractic and some of which are all of the above and more. So the why we’re doing this is, care plans are great. They do lots of great things for you but we’re gonna actually get into the old care plan versus the new care plan and why you should use the old one and why you should use the new one and what their differences are today. So that is the goal of today’s discussion. So when we start talking about a care plan, why on earth do you want to actually use a care plan? Now, this is a situation where it really doesn’t matter if it’s a cash patient or an insurance patient. When you have a new patient that walks through the door, and they’re gonna enter Care, the main reason for doing a care plan has to put a financial agreement in place with that patient that says, “Okay. Over the course of the next 10 weeks, you’re gonna come in for 60 visits and we are going to agree to pay this much money for your care.†Now that much money can be broken down into insurance versus patient or just patient money but you didn’t necessarily outline every single CPT code that you’re going to build because you can’t at that point. But your treatment plan includes over a period of time how much that patient is going to pay. So if I click on View Care Plan for our specific Genesis test patient here. and as we’re looking at this, we’re gonna break it down and I’m gonna get pretty specific here. So this training isn’t typically for the first time somebody is actually reading a care plan. And what that means is we have a care plan here on the first one that we’re looking at and I’m not gonna explain necessarily on the screen yet but just theoretically, if you’re gonna have a number of visits, you do have to put how much money is going to be charged per visit. So this top line here is a highlighted blue line is what we’re talking about. If you don’t know exactly what you’re gonna bill, each time a visit is built out, you have to go in manually adjust whatever it is you build to what you agreed that you were going to have the patient pay. That is very time consuming and very difficult if you have to do it on a not only a patient by patient basis, but a visit by visit basis. So what the care plan does is allow all of that to be automated as long as you set it up in the first place. If you’ve got one patient with one specialty, that has worked well for over a decade now and many of our users are found that super useful. But as practices have changed and began to evolve, the need has also changed. So if you have multiple specialties, you can still use a single care plan. And we’ll illustrate that today and we’ll make sure that we go through what your options are. But your primary goal for a care plan is still to have the manual adjustments that you would do on a visit by visit basis to bring down what the patient responsibility is going to be automated. That is the purpose to automate the adjustment of those charges down to what the patient actually owes. That doesn’t change no matter what. So even if we’re talking about multiple active care plans, we are still going to do just that. We’re just gonna help you do it and track it in a slightly different way so that you can discuss things with a patient more easily, you can hold clinicians responsible for what they’re doing and ultimately, the patient should have a better experience. So enough of the pomp and circumstance, we’re gonna actually get into the nitty-gritty of this. So, the first thing that you’re gonna to see here is this highlighted line, is yes we have an active care plan 36 V for 2015, 36 visits. And this one is starting from 1123 of 2015 to 1231 of 2016. It’s a long care plan. However, if you move over this, this is a really traditional care plan, probably the most popular 36 visits. And
Genesis Patient Accounts Can Verify Insurance
How does your Chiropractic Practice handle Insurance Verifications, Authorizations and Referrals? As a Chiropractor you know that accurate patient insurance verifications, authorizations and referrals is a very important part of creating a great patient experience in your office. Plus it’s the way you’ll be getting paid for your services, so it’s a very important part of your practice’s health as well. You must verify. It would be a perfect excuse for the insurance company to reject your insurance claim – you didn’t verify it and the treatment wasn’t authorized. Genesis Chiropractic Software has thought of these problems with insurance companies and the insurance verification tools are a click away in your patient’s account. Watch this Free Webinar to find out more from Jason Barnes and Jessica Pancoast, and to see exactly how it works. Enter your information and watch it immediately below. Read the transcript: Jason: Well, good afternoon and welcome everybody. Jason Barnes with Genesis Chiropractic Software. With me, I can’t say as always, because it’s been a while since we’ve been together. It’s Jessica Pancoast, the head of our training and help desk teams here, and I’m excited to be back in the same room with the amount of travel that we had recently. Being back in the same state, actually, is kind of nice. But it’s been exciting. We’ve been out visiting a lot of our practices and I know we’ve even met some of you guys that have been on the calls, so thank you for joining us. We’re gonna give it just another moment here. Great, and we’re just gonna get started then and if you do have a question, though, please use your chat. Jess, where do they get that again? Jessica: If you do not see the chat on the left-hand side, just open there for you, up at the top will be a button that says “Show chat,” and if you click on that the chat window will be there on your left-hand side. And down at the bottom you’ll be able to type in any of your questions. Jason: Okay. So, I’m looking forward to today because some newer things that I’ve heard that people have not been made aware of, as far as our software is concerned and our service. And then, some things that, even though people knew we had, I found that were not being used to their fullest potential. So, I’m gonna go ahead and introduce the topic for today. We’re gonna be talking about insurance verifications, the different ways that we can do those, the service that we can provide. Everyone, I think, knows why they’re so important, but then we’re also gonna talk about authorizations and referrals, as well. So, under this umbrella, really, it all comes down to, “Am I going to get paid for the services that I’m performing?” When I have insurance verification and it’s not done correctly, I wish I could tell you that no matter what information you got or the source you got that information from, it would always be 100% reliable, but I think there are probably a number of people listening to this right now nodding their head when I say, “Even if you’re in touch with the insurance company, you’re not always gonna get 100% accurate information.” Aside from that, authorizations that you have to obtain, how to be notified of those authorizations, and the referrals themselves that you’re gonna get. We’re gonna go over the nuts and bolts of how you’re actually gonna record that information in the system, and more importantly, how we can coach you to help the system reminds you when you’re running up against situations where somebody’s not gonna be covered. And if they’re not covered, what you can do and how you can be prompted to actually have conversations with those patients. Now, for those of you running all cash practices, there are certain times where authorizations are still needed, referring doctors are still needed, but very, very rare. This is mostly for our clients who are actually gonna see patients with insurance and bill to insurance. But that transition over to cash is also super important and there’s a few things, care plans, that can be discussed as well. So, actually, to jump right into it, we’re actually gonna get right into a patient. All right. And our favorite patient, well, maybe not our favorite, Jess, but… Jessica: The one we use a lot. Jason: The one we use all the time is our Genesis patient, and we’re in our regular scheduler here. And I’m gonna click on this patient tab, and we’re gonna zoom in just a little bit for clarity sake here. And so, Jess, I’m gonna ask you in a moment here to help us out with the actual anatomy of these sorts of things. But before we do that, you’re in the scheduler and you have a patient that walks through the door who is not covered by insurance anymore, is one situation we can go over, has an authorization that’s run out, which is a second situation. Or you have a referral that is only good for X number of visits or for a certain date range. Those are the main scenarios that we’re gonna cover today, and then we’re gonna go over how we can set up the notifications, which will help you guys being made aware of these situations, and what you can do with those notifications. So, Jess, can you help us? Jessica: Sure. All right. So, any of the authorizations, any of the referrals, they’re all gonna go on this referral tab, that way the system is able to, as best they can, help you out and automatically apply the appropriate referrals and authorizations to the claim when it’s created. So, when you go into this referral tab, a lot of times you’ll have a default row that just has pretty much no information, no real information, anyway. It has some basic dates
ClearGage is integrated into Genesis Patient Accounts
How does your Chiropractic Practice handle Patient Credit Card Payments? ClearGage makes it easy. As a Chiropractor you know that accurate patient credit card processing and patient accounting is a very important part of creating a great patient experience in your office. Can you charge a patient’s card in real time and automatically post it in your patient’s account? Do you offer patient financing where everyone qualifies with no credit checks? Well, now you can with ClearGage. Genesis Chiropractic Software has thought of these questions and the ClearGage tools you need are just a few clicks away. Watch this Free 45 minute Webinar to find out more from Jason Barnes and Chip Hunziker, and to see exactly how it works. Cleargage offers real-time credit card processing, electronic checks, ACH, patient financing, online bill pay for patients and a lot more. The patient financing will make it much easier for your patients to accept a long term care plan. Your patients will value their care a lot more because they’ll want to get their money’s worth. That means less no shows and a smaller number of no future appointments as well. Learn how to use Cleargage to improve your patient satisfaction. Enter your information and watch it immediately below.
How do you retain your patients?
Retain your Patients! How do you determine your chiropractic patients are at risk of missing their appointments? To retain your patients, you need a plan. How can you see what the trend is for your office? Can you find this information in reports? Probably, but you have dig deeply into them to find the information and then you have to take action on it by assigning follow-up to your staff. There must be an easier way to do this automatically and Genesis Chiropractic Software has it built-in for you! Learn how you can use alerts, notifications and the radar chart in addition to reports to retain your patients. The radar chart uses two time periods to compare several of your metrics. This lets you see if you’re meeting your goals with a quick glance at the graph. Alerts and notifications will let you create pop-up messages on the schedule to inform you when a patient has no future appointments or their care plan is running out of visits. Using these tools is how you automatically retain your patients. These will allow tasks to be created and those will prompt your staff to follow-up with those patients. To retain a patient is much less expensive than advertising to attract new patients. Learn more about patient retention with the free webinar that can be viewed right on this page. Enter your information and watch it now. Read the transcript: Jason: All right, it’s four minutes past the hour, Jess. I think it’s time to kick this off. Let’s share, and…perfect. Well, as all of our notifications said, today’s topic is on patient retention and, more specifically, really, how you can use alerts and notifications, and the big graphic up on the screen called your radar chart, we call it the radar chart, anyway, in addition to reports. So, we’re gonna start by talking about, you know, the problem that we’re trying to solve is, you’ve got a patient that walks through the door, how many of those patients are you able to retain? And everybody knows that this is the lifeblood of your practice, and yet we see so many practices, I was looking at one earlier this morning, Jess, just telling you about it, that’s averaging, over the last year, over 50 new patients a month, yet their visit counts remain stable. They’re plateaued. You know, with minor fluctuations. So, how do we avoid that? You have to change something, right? You’ve got to do something differently in your practice in order to do that, and step number one is figuring out how on Earth you can recognize which patients are at risk. And so, first of all, we wanna talk about how you can see what your trend is, how is it that you’re doing? And a lot of times, you think to yourself, “I’ve got to go digging deep within the bowels of the system to find all of the relevant reports,” and I’d like to point out, Jess, that’s it’s not really the case, is it? Jessica: No. Jason: So, what we’re showing here is, what we refer to as that radar chart. And just for one moment, Jess, would you mind ex-ing out of it and just showing them? This is on your homepage when you login. If you don’t see it, then you’re among the few that have not switched over and that center portion, pretty much, is just the place where you’ve been opening tasks, and it should have an option for you to, you know, show me my health monitor. Jessica: Yeah. It’s a blue link up at the top. It says, “Show me my practice health monitor.” Jason: Perfect. You click that, and the problem is, when you first look at it, it won’t be configured. So, we’re gonna need to do a little bit extra in order for this one to be meaningful, but I’d like to show you how meaningful it is now. So, pop it back out again, Jess, if you don’t mind. So, first is, what are we looking at? This allows you to look at a graph that’s a circle, and each one of the metrics ends up being an axis on this circle, such as new patients. You know, for this particular practice, our demo practice, they had 18 patients one month and they had 14 patients the next month. If you look at the upper-right-hand corner of the popout, those months and their corresponding colors, which Jess is highlighting right now, are there. So, July of 2013, all the way through April of 2016. I know it’ll be a little ridiculous, Jess, but if you don’t mind clicking on the metric, I’d appreciate it. It also will graph out exactly what your data points were between that time, and right now we’re looking at this on monthly basis. I don’t think it’s necessary to do it weekly or daily for this particular metric given the time span that we’ve got, but it will give you all of the data points. You know, for this practice, obviously, you can see that it was doing well and then it stopped doing well. But if it’s your practice and that was the case, you’d know about it. You don’t have to go digging too deeply. Close that one popup. But the one thing you should notice when looking at new patients is, along that new-patient axis, you’ll see two points, one in green and one, I think purple, you can call that color? Jessica: Yeah. Jason: Yeah? So, the one in purple is toward the outer edge of the circle, and the one in green is a little bit less than halfway, we’ll call that. And that is actually an indication of performance based on a goal set. So, when I said “configured,” that configuration will actually tell you how you’re doing according to what goals you’ve set for your practice. So, in this particular case, let’s just