What form is filled out for the End of Day paperwork that includes all clinic payments and petty cash?
Clinic Daily Balance Sheet
Is a Social Security Number Required for every WC patient?
YES!
True or False: If a patient has an amount in collections, they must pay it in order to be seen that day.
TRUE!
How much do you collect for a patient who has been in a MVA?
$150 upfront; remaining depends on office visit level and if they receive any additional services. We won't know the full amount until the end of the visit.
A patient has a 20% coinsurance for urgent care visits. What do you collect?
$50
Is insurance verification (eCW Eligibility, portal E&B, phone call) required for every patient filing private insurance?
YES!
Which form needs to be filled out for every new WC visit and every EPS visit?
WC/EPS Authorization Form
Which payer do we use when entering Tricare insurance on eCW?
Tricare
Once an Out-of-Pocket Maximum is met, does the patient need to pay for their visit?
No!
True or False: We only need to count our clinic's petty cash once a week.
FALSE!
What is the name of the system within eCW used by patients for appointment scheduling and online paperwork?
Healow
What does AIDET stand for?
Acknowledge, Introduce, Duration, Explanation, Thank You
What is printed from eCW eBO Reportsvfor the End of Day paperwork?
Day Sheet
True or False: Medicare Advantage plans pay instead of the original Medicare.
TRUE!
Name 2 "red flag" symptoms
Any of the following: Chest pain, shortness of breath, chest tightness, arm numbness/tingling, facial drooping, allergic reaction, slurred speech
When should you use WC NEW or EPS NEW as the employer in eCW?
When the employer is new and not in the system, or if the employer doesn't have the service you need to select (EPS).
As a PSS, are we allowed to give medical advice or turn patients away?
NO!!!
If eCW is not running an insurance, what are your next steps?
Try the respective portal. If that doesn't work, call the insurance company.
Which benefits must Medicare patients have for us to see them?
Part B
True or False: If a patient has Medicare and a supplement, the Medicare is primary and the supplement is secondary.
TRUE!
What is a guarantor?
The person that is financially responsible for the patient AND it cannot be a minor.
What is printed from Payment Mate for the End of Day paperwork?
Summary by Station
True or False: Medicaid patients are their own policyholder, even if they are a minor.
TRUE!
How will you collect payments for outstanding balances and collections?
Add a patient payment and select the visits/claims to attach it to
True or False: Send-out labs ARE included in our self-pay pricing.
FALSE!
What is a policy holder for an insurance?
The person who has purchased and owns an insurance policy.
Which form needs to be filled out and sent to Protocols for a company to be set up in our system?
Employer Services Agreement (ESA) packet
True or False: Integrity accepts Oklahoma Medicaid.
FALSE!
A patient has insurance through their employer and is also on their parent's insurance plan. Which one is primary?
The insurance through their employer.
True or False: We always collect a $20 copay from VA patients.
FALSE!
What is the name of the system we use to create patient charts?
eClinicalWorks (eCW)
What is the preferred eCW home page for the PSS?
Resource Schedule
A self-pay DOT physical will be registered as a...
Quick Visit
Which insurance portal can we use to verify Tricare if it does not go through on eCW?
Availity
Why is it important to call the VA Urgent Care line when verifying VA insurance?
This phone call opens their urgent care and pharmacy benefits and provides us with an important authorization number.
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