Marketing

• Reports about the source of referrals
• Referral source mailing labels

Admitting

• Intake processing
• Maintain client information
• Reports on status of authorizations
• Client mailing labels
• Client phone lists
• Client profile reports

Activities

• Enter sessions and Session Batch Report, family payments and E.O.B.'s
• Enter family payments
• Process E.O.B.'s
• Batch Report - Receipts
• Schedule Report (reconcile sessions entered with appointment book)

Billing

• Insurance billing
• Family billing
• Print special collection letters
• Insurance Needs Report (Insurance billing information needed)

Collecting

• Claims followup processing (followup work center)
• Print followup worksheets (to work problem claims)
• Bring up a client statement
• Report - "What Insurance Paid and Why" (for explaining to family)
• Print a collection letter
• Report - "Client Profile" (key intake info)
• Edit insurance postings (edit amounts entered for deductibles, copays, etc.)
• Aging reports
• Report - "Where's My Money?" (detailed report on receivables)
• Enter writeoffs
  

Payouts

• Payout processing
• Collections report
  

Reports

• Special medicaid reports (to make sure medicaid procedures are followed)
• Report - "How Am I Doing?" (statistics on each therapist)
• Insurance processed report (communicate what is going on)
  

Copyright 2003, Summit-Edge, Inc.