This document discusses how customer service impacts the bottom line for healthcare practices. It begins with an introduction and schedule for the presentation. It then discusses how customer service has traditionally been non-existent in healthcare, except for certain specialties. Poor customer service can result in longer wait times, rude staff, an unkempt practice environment, and poor administrative follow-up. However, practices with great customer service are less likely to be sued. The presentation provides tips for improving customer service and reducing wait times. It emphasizes the financial value patients provide to a practice over their lifetime and stresses the importance of patient retention through strong customer service. Finally, it introduces Kareo's role in helping practices improve customer, scheduling, and billing functions.
Introduction to customer care and service
Main Contents
Customer
service
customer care/service
Types of customers
Types of customer services
Definition of Customer
What does customer mean?
why we need to study customer care & services?
Types of customers
six secrets of customer service
Fundamentals of customer care
Understanding the service product
Good customer service can bring more business. Do not consider your customer service department a cost but treat it as your business investment - Soumit Ranjan Jena
Introduction to customer care and service
Main Contents
Customer
service
customer care/service
Types of customers
Types of customer services
Definition of Customer
What does customer mean?
why we need to study customer care & services?
Types of customers
six secrets of customer service
Fundamentals of customer care
Understanding the service product
Good customer service can bring more business. Do not consider your customer service department a cost but treat it as your business investment - Soumit Ranjan Jena
The MTL Professional Development Programme is a collection of 202 PowerPoint presentations that will provide you with step-by-step summaries of a key management or personal development skill. This presentation is on "Customer Care Champions" and will show you how to excel as a customer service representative.
for novice and new hire of customer service at any entity. this training will help you to take your first steps and how to build your customer relation
Customer service careers- leading career option industry. Interesting Interactive customer service Careers with increased demand for customer service experts.
Customer service is the extremely important in building company image and business development. This presentation will give you brief guidelines about customer service skills.
Customer service is a necessary part of any job. There are some important parts to dealing with customers, and for handling the situation when someone is angry.
Customer Service Basic training for Public agencies. Diversity and culture competence play a huge role in customer satisfaction.
http://www.saharconsulting.com
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Presentation Description:
Everyone has his or her own definition of customer service, come find out WHAT ours is! The session informs employees of the necessary tools to have a successful customer service interaction so the customer leaves with a positive impression of their experience. This session will teach employees to do WHAT is expected.
The MTL Professional Development Programme is a collection of 202 PowerPoint presentations that will provide you with step-by-step summaries of a key management or personal development skill. This presentation is on "Customer Care Champions" and will show you how to excel as a customer service representative.
for novice and new hire of customer service at any entity. this training will help you to take your first steps and how to build your customer relation
Customer service careers- leading career option industry. Interesting Interactive customer service Careers with increased demand for customer service experts.
Customer service is the extremely important in building company image and business development. This presentation will give you brief guidelines about customer service skills.
Customer service is a necessary part of any job. There are some important parts to dealing with customers, and for handling the situation when someone is angry.
Customer Service Basic training for Public agencies. Diversity and culture competence play a huge role in customer satisfaction.
http://www.saharconsulting.com
Presented at Association of College Unions International Region 13 Annual Conference
Presentation Description:
Everyone has his or her own definition of customer service, come find out WHAT ours is! The session informs employees of the necessary tools to have a successful customer service interaction so the customer leaves with a positive impression of their experience. This session will teach employees to do WHAT is expected.
Customer service and improving your small practiceAnukulMadaye
Customer service is a crucial element in the progression of a clinic or a medical practice. In an age where everything is digitized, customer service is a great way to keep the human element in healthcare. We have compiled some great ways for medical practice owners and clinics to provide better customer service.
In this second of the series of questions and answers about the Partners for Change Outcome Management System and the challenges of public behavioral health, Mary Haynes, Ph.D. tackles cancelations and no shows and discusses how PCOMS can have a positive impact on missed appointment rates. For more information, visit the Public Behavioral Health page at www.heartandsoulofchange.com
CureMD’s Webinar, “Marketing your Practice on a Shoestring” for tutorials that will help inform patients of the practice existence, availability, and have a positive impression of your practice.
To watch the complete webinar please click the link below:
https://www.youtube.com/watch?v=19AVg3XGg28
Collecting Patient Payments During COVID-19 and Beyond - a Blueprint for SuccessKareo
The impact of COVID-19 is substantial and the way healthcare providers practice medicine has changed, and it’s not going back. Make sure your business has the right blueprint for success so you can continue collecting patient payments while providing quality care to keep your patients healthy and your practice profitable.
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This is from healthcare management classEXERCISE 8 IMPROVEMENT blossomblackbourne
This is from healthcare management class
EXERCISE 8: IMPROVEMENT CASE STUDY
Objective
To practice quality improvement tools by applying them to an improvement effort in an ambulatory care setting.
Instructions
1. Read the following case study.
2. Follow the instructions at the end of the case.
Case Study
Background
You have just been brought in to manage a portfolio of several specialty clinics in a large multi-physician group practice in an academic medical center. The clinics reside in a multi-clinic facility that houses primary care and specialty practices as well as a satellite laboratory and radiology and pharmacy services. The practice provides the following centralized services for each of its clinics: registration, payer interface (e.g., authorization), and billing. The CEO of the practice has asked you to initially devote your attention to Clinic X to improve its efficiency and patient satisfaction.
Access Process
A primary care physician (or member of the office staff), patient, or family member calls the receptionist at Clinic X to request an appointment. If the receptionist is in the middle of helping a patient in person, the caller is asked to hold. The receptionist then asks the caller, “How may I help you?” If the caller is requesting an appointment within the next month, the appointment date and time is made and given verbally to the caller. If the caller asks additional questions, the receptionist provides answers. The caller is then given the toll-free preregistration phone number and asked to preregister before the date of the scheduled appointment. If the requested appointment is beyond a 30-day period, the caller’s name and address are put in a “future file” because physician availability is given only one month in advance. Every month, the receptionist reviews the future file and schedules an appointment for each person on the list, and a confirmation is automatically mailed to the caller.
When a patient preregisters, the financial office is automatically notified and performs the necessary insurance checks and authorizations for the appropriate insurance plan. If the patient does not preregister, when the patient arrives in the clinic on the day of the appointment and checks in with the specialty clinic receptionist, she is asked to first go to the central registration area to register. Any obvious problems with authorization are corrected before the patient returns to the specialty clinic waiting room.
Receptionist’s Point of View
The receptionist has determined that the best way to not inconvenience the caller is to keep her on the phone for as short an amount of time as possible. The receptionist also expresses frustration with the fact that there are too many things to do at once.
Physician’s Point of View
The physician thinks too much of his time is spent on paperwork and chasing down authorizations. The physician senses that appointments are always running behind and that patients are frustrated, n ...
Patient Collections - Preparing Your Technology, Your Staff, and Your Financi...Kareo
The task of collecting patient responsibility balances consumes more time and resources than ever before, particularly for independent providers and their staff. Whether your practice handles collections in-house, outsources to a third party such as a billing service or collection agency, or uses a combination of those options, the level of success in collecting these balances depends on having a solid foundation built on some key fundamentals.
Most practices have a pretty good idea of what they should be doing, but figuring out where to start and what tools and training are needed can be a daunting task. Even when you have your plan put together, finding the time to execute can be difficult. As with most new habits, taking on the task in smaller manageable steps greatly improves your chances for success.
In this webinar, we will cover:
-Choosing the tools and technology needed for success
-Developing and maintaining a strong patient financial policy
-Preparing your team to become collections superstars
-Implementing best practices for pre-visit communication
-Establishing an on-going review process to maintain your gains
A highly efficient front office can improve collections, reduce claim denials, and drive practice productivity. Invest in training and fine tuning the process. Here are 5 tips for achieving success.
EXECUTIVE SUMMARYClient’s requirement Panion Project seeks to aBetseyCalderon89
EXECUTIVE SUMMARY
Client’s requirement: Panion Project seeks to address the optimal performance of care workers in Canada and the USA by ensuring better access to quality care. ………………………………
Introduction
Healthcare happens to be the concern of every facet of humanity and for this reason, the Panion project is of great interest and relevance to every community where it exists. At some point in our lives, we have found ourselves, or a family member, or a colleague, or friends needing medical attention, and we all desire that this health/medical situation be treated with the utmost care, skill, professionalism, and acceptable standard.
It would therefore be interesting to render our professional knowledge towards providing valuable information, analyzing potential challenges and opportunities, improving the system and methods to optimize the desired outcome of the Panion project.
A lot of factors that undermine the performance of care workers as identified by the client are but are not limited to;
· The mismatch between job specification and care worker’s attributes.
· The huge commission charged by health care agencies.
· Poor compensation and benefits packages,
· Long distances are often required to deliver service to health-seeker,
· Absence of incentives for skill enhancement and career development.
Scope: Having identified the problems that increased employee turnover in health care services, the Panion project seeks to address these problems and also increase employee retention by using employees retention strategies and tools like training, employee engagement, and development, benefits, and other employee capacity building skills.
Speak up…
• If you don’t understand something or if something doesn’t seem right.
• If you speak or read another language and would like an interpreter or translated materials.
• If you need medical forms explained.
• If you think you’re being confused with another patient.
• If you don’t recognize a medicine or think you’re about to get the wrong medicine.
• If you are not getting your medicine or treatment when you should.
• About your allergies and reactions you’ve had to medicines.
Pay attention…
• Check identification (ID) badges worn by doctors, nurses and other staff.
• Check the ID badge of anyone who asks to take your newborn baby.
• Don’t be afraid to remind doctors and nurses to wash their hands.
Educate yourself…
• So you can make well-informed decisions about your care.
• Ask doctors and nurses about their training and experience treating your condition.
• Ask for written information about your condition.
• Find out how long treatment should last, and how you should feel during treatment.
• Ask for instruction on how to use your medical equipment.
Advocates (family members and friends) can help…
• Give advice and support — but they should respect your decisions about the care you want.
• Ask questions, and write down important information and instructi ...
10 Tips for Reducing Wokers' Compensation CostsEPAY Systems
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While the laws regarding workers’ compensation benefits vary from state to state, all but one state requires mandatory coverage for private employees. Generally, these mandatory benefits include medical bills, compensation for lost time from work, and permanency benefits for the residual effects of a work related injury. Interestingly, medical services provided on a workers’ compensation case are typically billed at a much higher rate than Medicare, state provided health coverage such as Medicaid, and even private group health insurance. Because of this and other factors, the cost of doing business has taken a significant toll on both the traditional “mom and pop” small employer and large corporations in certain states.
While workers’ compensation coverage is a necessary expense for businesses, there are also many indirect costs of on-the-job injuries and accidents, which go beyond your insurance costs. This may include training replacement employees, investigating claims, repairing damaged equipment and property, and implementing corrective measures. Plus, your business may lose productivity and be forced to deal with lower employee morale.
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Putting the SPARK into Virtual Training.pptxCynthia Clay
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Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
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Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
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Improving profitability for small businessBen Wann
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Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
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1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
2. Your Hosts Today…
Rochelle Glassman
President, United Physician Services, LLC
www.upshealthcare.com
Terry Douglas
Marketing Team, Kareo
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KAREO | CONFIDENTIAL
3. How to Participate Today…
Follow us on Twitter
@GoKareo
We’ll be tweeting live using
the hashtag #KareoTip
Join our other social media channels for
constant updates!
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KAREO | CONFIDENTIAL
4. Our Schedule for Today…
1
Introduction & Welcome Rochelle
2
How Customer Service Impacts
Your Bottom Line
3
Discover Kareo’s Role
4
Answer Questions
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KAREO | CONFIDENTIAL
5. Rochelle Glassman
•
Nationally-recognized healthcare consultant
•
Former executive-level consultant for Cigna
•
Healthcare business entrepreneur
•
30 years of healthcare business experience
•
President/CEO United Physician Services, LLC
•
Physician Advocate
•
Trauma-trained RN
Rochelle@UPSHealthcare.com
www.UPSHealthcare.com
602.685.9500
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KAREO | CONFIDENTIAL
6. Our Schedule for Today…
1
Introduction & Welcome Rochelle
2
How Customer Service Impacts
Your Bottom Line
3
Discover Kareo’s Role
4
Answer Questions
PAGE 6
KAREO | CONFIDENTIAL
7. Customer Service in Healthcare
• Traditionally non-existent in the
healthcare field—except for certain
specialties:
Concierge practices
Elective/plastic
surgery practices
Medical spas
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8. Customer Service in Healthcare
Did you know?
Providers and practices with
great customer service skills are
LESS likely to be sued for
malpractice—irrespective of the
treatment provided to the patient
and the outcome!
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9. Customer Service in Healthcare: The Issues
• Wait times and poor schedule management
• Rude or inattentive staff
• Disorderly or unkempt practice
• Not using active listening skills
• Poor administrative follow-up
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10. Wait Times and Poor Schedule Management
• National average wait time: 23 minutes
• Neurosurgeons have highest average wait: 30 minutes
• Optometrists have shortest average wait time: 17 minutes
If your wait time is too long, it encourages your patients to
book appointments during inconvenient times (evening and
lunch times) and reduces the practice’s ability to maintain
steady patient flow throughout the day. This creates a system
that ‘feeds’ on itself and makes wait times even longer.
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11. Wait Times and Poor Schedule Management
• Extended hours—schedule
should be based on patient
convenience, not employee
convenience.
• Today, even some banks stay
open 6-7 days a week from early
morning until evening hours.
• Make sure you maintain
appointment slots for urgent care
and same day appointments.
• Allow patients to schedule at their
own convenience online.
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12. Wait Times and Poor Schedule Management
• Manage your schedule and staff to reduce wait times:
Manage your MAs. They must work at a reasonable pace.
Manage appointments according to estimated time to treat (ETT):
• Is this a patient with a cold? (8-10 minutes) or a yearly checkup? (15-30
minutes). Make sure you differentiate the types of visits you have an block
off time accordingly.
• If you are running behind, split the wait time between the
waiting room and the examination room—patients will feel
like they’re waiting less.
• Notify the patient if you are running more than 30 minutes
behind schedule and offer to reschedule.
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13. Inattentive and Rude Staff
• Often happens in healthcare—it’s a stressful environment.
• Staff tend to be assigned conflicting job responsibilities
such as answering the phone, performing data, AND
greeting patients.
• Communication is often not personable.
• Patients are not always feeling well.
• Hire the right personality—usually a biller does not make a
great greeter.
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14. Inattentive and Rude Staff
• Define and separate your staff roles:
An employee who is assigned to greet patients can not
effectively answer the phone at the same time.
Patients on the phone, and in person, feel like they don’t
have your attention.
Make sure you separate the responsibility either by person
or by time.
• Have providers practice active listening skills.
• Do not discuss financial situations with patients when
other patients can hear.
• Do not allow your staff to gossip in front of patients.
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KAREO | CONFIDENTIAL
15. Inattentive and Rude Staff
• Implement a customer service program.
Have your staff smile when they answer the phone. The act of smiling is
conveyed in your voice.
Greet the patient by name.
Have your staff keep eye contact with patients.
Your receptionist is your first point of contact. Make sure he or she is
trained to make patients feel comfortable.
Answer the phone on the second ring. Do not have an ‘auto attendant’
answer the phone if you have the resources to do so.
Ask patients if they don’t mind being put on hold instead of announcing
that they will be put on hold.
Set policies that all patient calls are returned by the end of the day.
Make sure patients are not put on hold for more than two minutes.
Maintain a zero-tolerance policy regarding rudeness to patients.
Call patients back when you say you will.
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16. Customer/Patient Feedback
• Implement a customer feedback program
Send your patients a feedback form via email for new visits.
Send a feedback form thereafter every year.
These feedback forms can be the eyes of ears of your practice.
Patients can describe the problems they see with your practice
from an important viewpoint—the customer’s!
Send a survey to patients you have not seen for a year. They may
have left and you don’t even know it yet.
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17. The Unkempt Practice
If your waiting room or practice is busy or messy, it tends to
create a stressful environment for patients. It also portrays
disorganization. The office must be clean at all times.
Maintain a policy for picking up the waiting room every day.
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19. What is the Value of a Patient to a Practice?
Let’s assume a patient has at least one physical per year, and
a few sick visits. That equates to about $500 per year or
$25,000 over the lifetime of the patient. But this is a pretty
conservative estimate.
If the patient has a disease, let’s say diabetes, heart disease,
or obesity, then that amount can easily exceed $100,000.
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KAREO | CONFIDENTIAL
20. But You Can’t Please Them All
• Sometimes, having the best customer service isn’t
enough. You may have a disruptive patient who
causes problems for your practice:
Non-compliant patients can become a liability—EVEN IF
YOU HAVE DOCUMENTED THE NON-COMPLIANCE. A
lawsuit can still occur that ends-up being cheaper to
settle, but happens to your liability premiums?
Patients who are lewd or rude to you and your staff
should not be tolerated:
• Take issues of sexual abuse from a patient to your staff very
seriously. You could be held accountable if you don’t handle
the situation correctly.
• You may lose the revenue, but it’s not worth the
liability.
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KAREO | CONFIDENTIAL
21. How to Terminate a Patient
• You need to avoid a claim of
patient abandonment.
• This can’t be done during a critical
stage of treatment.
• You can not refuse a patient if they
owe money and show up for an
appointment. You can reschedule
a preventative visit but must treat
an acute visit.
• Some offices terminate a patient
over a $25 copay—but look at the
big picture—it’s not worth losing a
patient over $25.
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KAREO | CONFIDENTIAL
22. How to Terminate a Patient
• Giving the patient written notice, preferably by certified mail,
return receipt requested;
• Providing the patient with a brief explanation for terminating the
relationship (this should be a valid reason such as noncompliance or failure to keep appointments);
• Agreeing to continue to provide treatment and access to
services for a reasonable period of time, such as 30 days, to
allow a patient to secure care from another person (a physician
may want to extend the period for emergency services);
• Providing resources and/or recommendations to help a patient
locate another physician of like specialty; and
• Offering to transfer records to a newly-designated physician
upon signed patient authorization to do so.
Source: American Medical Association
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23. Additional Resources
•
Job Description
–
•
front desk / check-in position with focus on customer care.
Patient Satisfaction Survey
–
–
•
Paper form to download and use for your patients
Let us know if you would like us to help with online survey you can email to your patients.
Value of a Patient Calculator
–
Easy tool to help you calculate cost
Visit www.upshealthcare.com/store
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KAREO | CONFIDENTIAL
24. Our Schedule for Today…
1
Introduction & Welcome Rochelle
2
How Customer Service Impacts
Your Bottom Line
3
Discover Kareo’s Role
4
Answer Questions
PAGE 24
KAREO | CONFIDENTIAL
26. Discover Kareo’s Role
• Cloud-based
• Medical Billing
• Patient Payment Services
• Insurance Billing & Remittance
• Scheduling & Practice Management
• Electronic Health Records
• Patient Portal
• Medical Billing Services
20,000 Providers Nationwide
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27. Discover Kareo’s Role
• Scheduling
– Multi provider
– time allocation
– Reason code
– Reminders!
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28. Discover Kareo’s Role
• Scheduling
• Manage
Patient Calls
– Put in tasks
– Track, audit
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29. Discover Kareo’s Role
• Scheduling
• Manage
Patient Calls
• Reports
– Patient Account
Ledger
– How much did we
sell to this patient
this year? ($4K)
– Since we first saw
the patient?
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33. Our Schedule for Today…
1
Introduction & Welcome Rochelle
2
How Customer Service Impacts
Your Bottom Line
3
Discover Kareo’s Role
4
Answer Questions
PAGE 33
KAREO | CONFIDENTIAL
34. Let’s Answer Your Questions
888.775.2736 x1
sales@kareo.com
Live Chat @
http://kareo.com/chat
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KAREO | CONFIDENTIAL