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Enhanced Front Office Workflow
The document outlines enhancements to the front office workflow presented by Tristan Schlotz, focusing on moving appointment scheduling online and automating patient intake and payments. It highlights the benefits of improved efficiency, cost savings for medical practices, and better communication between billers and offices through the Kareo platform. Key features include streamlined patient creation, automatic eligibility checks, and integrated payment processing, all aimed at reducing labor while enhancing billing accuracy.
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Enhanced Front Office Workflow
- 1. Enhanced Front OfficeWorkflow Presented ByTristan Schlotz
- 2. 2 Agenda • Move yourAppointment Scheduler Online • Automate Patient Intake • Integrate charge capture with appointment scheduling • Integrate patient payments with appointment scheduling
- 3. 33 Tristan Schlotz My KareoCareer • Premier Support - Billing Company Channel • Internal/External Training Specialist Subject Matter Expertise • Kareo Analytics • Clinical templates • Billing reports About Me • Does the NYTimes crossword puzzle every day • Works on puzzles during trainings Training Specialist About me
- 4. #01 Moving the Desktop AppointmentScheduler Online
- 5. 55 Opportunities: • Text messages •Automatic intake • Automatic consent forms • Intuitive interface • Online appointment scheduling • Access to clinical features • Provider websites • Accessible anywhere Legacy Desktop Scheduler
- 6. 66 Positive Feedback: • Intuitiveinterface • Designed around front office efficiency • Integrates with other platform features On The Roadmap: • Calendar view • Non-patient appointments • Timeblocks Current Platform Dashboard
- 7. 77 Positive Feedback: • Intuitiveinterface • Designed around front office efficiency • Integrates with other platform features On The Roadmap: • Calendar view • Non-patient appointments • Timeblocks Enhanced Platform Dashboard – Coming Soon!
- 8. 88 • Access foryour customers to Kareo Platform Solution Suite • Dashboard is free to all Kareo customers regardless of product subscription • Improved front office efficiency saves your clients time and money • Stronger lines of communication between billers and the medical office.Your customers can track patient balances and accounts, view notes from billers, and billing alerts. • Collect patient insurance benefits and store demographics in-app. Reduce eligibility rejections and simplify insurance appeals. • Run eligibility checks at point-of-service. Minimize write offs due to bad debt adjustments. • Collect patient payments in-app. Streamlines front office workflows and reduces biller labor. Impacts to Billing Staff
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- 10. 1010 Patient Creation • 30-secondpatient creation • Instant ELG checks before patient gets off the phone • Integrated with billing solution Appointment Management • At-a-glance overview of provider availability for the day • Available in a list or calendar view • For more flexibility, you can enter calendar and see a weekly or monthly view Working in the Kareo Platform
- 11. 1111 Patient Visit • Checkeligibility automatically at point-of-service • Collect insurance benefits, verify and attach supporting documents to patient chart automatically • Collect patient payment in-app and saved their card on file Downstream on the Billing Side • More accurate patient information • Fewer denials/rejections due to ELG issues • ELG issues easier to fix • Better patient collections and less labor for billing office Working in the Kareo Platform
- 12. #03 Online intake &consent forms
- 13. 1313 “The average doctoroffice can save $880.00/month in paper and labor costs by moving an average of 3 forms online” • Your clients save money • You get an insurance card and drivers license captured during intake, as well as subscriber demographic information captured error-free straight from the patient and immediately downloaded to the chart • Next step – medical histories online Solving problems for the providers
- 14. #04 Collect patient paymentsin- app
- 15. 1515 Features of Stripe •Process credit cards in platform, desktop or on mobile • Enables patients to pay online through email statements or the patient portal • Credit card swiper enabled Credit Cards Through Kareo • Simple, secure, integrated solution • Store credit card information • Can take payments anywhere Process Credit Cards In-App
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- 17. 1717 Impact For YourBillers: • Draft encounter for approval. No more manual entry! • Accurate patient demographics • Eligibility already verified for you • Financial agreement signed and scanned • Insurance card/driver license available in documents • Patient payment already collected • Card on file if the patient has open balances • Patients can pay bills online through patient portal • Gets the doctor office out of PM A Healthy Billing Pipeline Begins in the Front Office
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- 19. 1919 • Kareo Clinical •Platform Co-branding • Kareo Engage Success summit promotions Available Now through August 30th • Data Services • Discounted Reporting Package • Custom Note Types and EHR Template Development • Custom Online MACRA/MIPS Training Consult • Custom Onsite Training Available August 13 and 14 only: Refer a friend to Kareo and receive $500! Visit the Kareo Account Review table to learn more!