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Chiro Business I
Tri 1
| Question | Answer |
|---|---|
| #1 rule in Chiro Business | Money is the by product of srevices rendered |
| #2 Rule in Chiro Business | Successful treatment plans and Dr/Pt relationship are based upon trust and response to care |
| Importance of Telephone Procedure for YOU | Impress patient, Verify Ins. Coverage, Educate Pt. |
| Importance of Insurance Procedure for PT. | forms first impression, uses comfort level to support or question their decision |
| Telephone Locations | front desk, offices, dark room, therapy bays, multiple locations = FASTER SERVICE, always remember to SMILE |
| Telephone materials needed | Daily Telephone Log (name, time and reason), Insurance Information and Verification Form, Scheduling Boook |
| 5 Steps to NP protocol | Greeting, Acknowledge caller, Get information, Schedule Visit, Bond on close |
| What is Bonding on the Close? | make sure pt knows how to get to clinic, tell who will meet them |
| Preparation for NP visit | Insurance Verification, Prepare forms, NP Literature, Morning Mtg, Reminder Call |
| Insurance Verification | A financial report necessary, suppl. pymt verified, need grp #, policy #, beneficiary name, Beneficiary ID, Phone # to Verify |
| Verified on each visit... | Insurance change |
| Do Not ask Insurance if pt. specifically has CHIRO coverage | ask about individual services |
| NP 1st Visit Goals | surpass expectations, determine if you can help, gather info |
| NP 1st Visit Info Forms | Privacy Notice, New Pt. Registration,Case Hx, Ins. Verification, NP Consultation, Pt. Examination, X ray Orders, X ray Report |
| Pt Education on 1st Visit | FAQ brochure, Welcome Letter |
| Privacy Notice (1st Visit) | how we use info, when we share info, Pt. rights, Clinic's rights |
| NP registration form (1st Visit) | pt. contact, pt. personal, emergency contact, spouse, Pt. employment, sommary of visit, authorization for exam, notice we may not accept case, notice additional services may be recommended |
| Pt. Case Hx Form (1st Visit) | Health Complaint, Lifestyle/Habits, Family Hx, previous illness, Injuries, Hospital/Medicine, Review of Systems, Pregnancy Status |
| Notices (1st Visit) | Hx, consult and x-rays performed for informational services, and X-rays are property of the clinic and origionals are not released |
| Authorizations (1st Visit) | Consent to X-ray, Consent to examinations |
| More Notices | Insurance is not intended to pay for all care, Recommendations based on pt. condition not finances, no guarantee ins. will cover cost, pt. will be told cost b4 performed, pt. is responsible for pymt |
| Authorizations..again.. | Assignment of Benefits, Information Release |
| What is a Report of Findings? | Every pt. who recieves an exam or X ray, this is the pt of official case acceptance OR referral |
| When are recommedations? | Every case accepted recieves these, and also a Financial Report |
| When are ROF and Recomm. given? | can be split back to back days, or can be altered if emergency relief is needed |
| Visit 1 | Intake forms, Consultation, Exam/X-ray |
| Visit 2 | ROF, Pt. Options, 1st Trmt, Follow-up call |
| Visit 3 | Recommendations, Financial Report, Scheduling |
| What are goals for report? | tell what is wrong, provide info so pt. can make decision, find what pt. wants to do |
| Pt. Concerns | Whats wrong, How long, How often, How much |
| Report Materials | education materials(charts, handouts), Anatomical models, List of findings |
| 5 Steps to NP ROF | Can you help, tell what is wrong, find what pt. wants, First treatment, Schedule Recommendations |
| What do you explain when telling Pt. what is wrong? | Body Structure, Soft Tissue and Performance |
| Body Structure | Posture Imbalance, Degeneration, VSC Levels |
| Soft Tissue | Spasm, Trigger Pts,Scar tissue/Adhesions, Laxity |
| Performance | Joint ROM, Balance/Agility, Strength, Flexibility |
| When do you get Informed Consent? | Before giving 1st treatment on 2nd Visit |
| What is in Informed Consent? | Provider's information, benefits, Risks, Probability of Risks, Other treatment options, Riskd of not being treated, Witness |
| What is said in the Follow up call? | ask how they responded, give home instructions, confirm next visit |
| Materials needed for 3rd Visit | Forms(treatment plan, Pt. Care Guidlines, Pt. Questionaire, Appt. Calender), Financial Report, Care Class Ticket |
| 5 Steps to Recommendations and Financial Report | Recap whats wrong, Treatment Plan, Financial Report, Pt. Acceptance, Multiple Appt. Scheduling |
| What is the Treatment Plan? | tells how long and frequency, catagory, short and long term goals, lifestyle modification, supports, nutrition, restrictions, factors that will delay response |
| What is the Financial Report? | Tells Pt. how much and payment options, given by CA |
| When does Pt. Accept Plan? | Signed treatmet Plan, Signed Care Guidlines, Signed Pt. Questionaire, |
| When is Pt. 2nd Treatment? | 3rd Visit |
| When are Progress Exams? | every 12 visits, evaluate response, record results on Pt. Eval form |
| What is a Progress Report? | Pt. update, may have new trmt plan, new goals, may neen new financial repot |
| Pt. Response to Care | if no response in 5 visits..2nd opinion, further diagnostic tests, revise plan. If no response in 12 visits...revise plan. |
| Update Hx & Exam | done when 30 days have gone by( does not include maintenance Pt.), If Pt. misses 3 yrs, go to NP protocol |
| Record Keeping Rules | common sense |
| Daily Notes | Date, Attending DC, Subjective,Objective, Assessment, Overall Condition, Plan, Todays Procedures, Next Visit, Education Material given |
| Subjective | What Pt says |
| Objective | What DC finds |
| Assessment | Conclusion, Diagnosis |
| Overall Condition | Improved, Worse, Same, resolved |
| Plan | Action Taken |
| What is Budgeting? | An annual estimate of the total value of resources required for the performance of your mission, broken down monthly and includes revenues and expenses |
| Revenue | Money In(NP & EP Cash Collections, Ins. Collections, Supply Sales, Equip. Sales, Nutrition Sales |
| Expenses | Money Out (STAFF -wages, FICA, prof. dvlpmnt FINANCIAL-bank fees, CC process. OFFICE-rent, supplies, equip., maintenance, phone, gas, water, Ins., Education Material. ADVERTISING-print, cable, directory, care class, web. PRINTING, POSTAGE, TRAVEL, |
| Key Points to Borrowing Money | Ability to repay, Credit Hx, Debt to Equity ratio, Collateral, Exp. |
| Credit Score determined by.. | Total debt, Consumer debt, Debt to available credit ratio, mortgage credit, auto credit, credit appl. and public records |
| Total Debt | of ALL account, not as important as pymt Hx or % available |
| Consumer Credit | Credit Card Debt-should have more than 1 but not too many, not all opened at same time, not all closed at same time. If these are high your considered a risk |
| Mortgage Credit | Avg. Pymt, Avg, balance..you want these lower than National Avg. |
| Auto Credit | Avg Pymt. and Balance...get them lower than National Avg (currently 382.00/mnth) |
| Credit Applications | Inquiry posts each time a lender checks Hx,..Mult. check over long time will lower score, but mult. checks at once will not |
| Public Records | Avg. number of late Payments 30 -120 days past due, Bankrupcy/Foreclosure/Repossession |
| Scoring Rating | A-(670-7400) B(620-670) C (580-620) D(550-580) |
| where should I be? | 620 or higher!! |
| Reporting Agencies | Equifax, Experian, TransUnion |
| What is the Fact Act? | ammendment allowing 1 free report a year |
Created by:
hwhite
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