On October 17th, Etactics held a special webinar event that covered how you can you streamline and automate your self-pay patient balance recovery processes.

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24. Launching of a follow up ticket based on a defined parameter
• Once an account becomes past due
• Specific age of receivable
• Monetary threshold
Assignment of accounts to each A/R rep based on multiple criteria
• Account aging
• Alpha
• Location
• Specific data code
• Dollar amount

28. Launching of a follow up ticket based on a defined parameter
• Age of receivable
• Dollar amount
Assignment of accounts to each A/R rep based on multiple criteria
• Account aging
• Alpha
• Location
• Specific data code
• Dollar amount
Closing accounts based on received payments

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31. Your team needs to have reliable processes to produce consistent
results.
• Define the recovery process
• Does the process vary depending on account
scenarios?

33. Your team needs to have reliable processes to produce consistent
results.
• Define the recovery process
• Is it scenario based?
• What is the timeline for follow up?

37. Your team needs to have reliable processes to produce consistent
results.
• Define the recovery process
• Is it scenario based?
• What is the timeline for follow up?
• Provide scripted communication
• Emails
• Phone calls

43. Employing a ticketing system
• Ticket represents an overdue account
• Tracks step in recovery process & all recovery efforts
per account

45. Employing a ticketing system
• Ticket represents an overdue account
• Tracks step in recovery process & all recovery efforts
per account
• Daily work lists

48. Employing a ticketing system
• Ticket represents an overdue account
• Tracks step in recovery process & all recovery efforts
per account
• Daily work lists
• Centralization of data
• Account summary
• Statement details

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53. Employing a ticketing system
• Ticket represents an overdue account
• Tracks step in recovery process & all recovery efforts
per account
• Daily work lists
• Centralization of data
• Account summary
• Statement details
• Patient information & notes

57. Do you have complete transparency?
• Navigating open accounts

64. Do you have complete transparency?
• Navigating open accounts
How do I evaluate my department’s performance?
• Process step evaluation

70. Do you have complete transparency?
• Navigating open accounts
How do I evaluate my department’s performance?
• Process step evaluation
• Individual rep activity

72. Do you have complete transparency?
• Navigating open accounts
How do I evaluate my department’s performance?
• Process step evaluation
• Individual rep activity
• Monetary reporting
• Trends

79. Set staff goals
• Monthly/Quarterly
• Incentives
Evaluating A/R Management tools
• Flexible
• Affordable