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Front Desk Data Tracking Checklist

Posted on 05. Feb, 2009 by in Toolkit

Clean data means more than just a healthy bottom line. It means a smoothly operating office and a less stressful environment. Here are 5 steps to sanity:

1. Send in forms first. Make sure to send patients their insurance forms prior to the first office visit. This will decrease the backed-up mob of patients in the waiting room and make the patient-intake process run faster.

Just a few little patient registration mistakes can cost your practice thousands. Protect your bottom line with Steve Verno.

2. Wait to key it in. Don’t input patient data right away. Wait until you’re sure it’s correct before you reach for that computer keyboard.

3. Involve the patient in error-checking. Review the registration forms with the patient present. Give him or her a chance to correct the information.

4. Remember the important stuff. Make sure to verify the patient’s insurance card, employer and address....

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