CARE PLAN CALCULATOR TRAINING:
BUILDING CARE PLANS PATIENTS SAY 'YES' TO!

Care plans are the foundation of patient retention; therefore, this session focuses on building care plans of all types using the Care Plan Calculator, including Individual plans, Family plans, Insurance plans, Cash plans, and Plans with discounts.


***If you have not yet completed the SETUP -please do that now.**

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FAQ:

Care Plan tips CREATE TEMPLATE PLANS USE TEMPLATE PLAN ENROLL PT IN CARE PLAN

 

Optional TRAINING VIDEOS TO SET YOU UP FOR SUCCESS:

Simplifying Plans With Insurance

Care plans are the foundation of patient retention, which is why it's important for patients to be on a care plan right from the start of care. This session demonstrates how to build care plans that incorporate insurance benefits. We will show you how to factor in the deductible, copays, and coinsurance. In addition, we walk through how to communicate the financial conversation with the patient.

 

Best Practices For a Successful Financial Report of Findings

Dr. Miles Bodzin & Holly demonstrate how to go over care plans (finances) with your patients. Properly reviewing finances makes it easier to enroll patients and avoids common problems that can occur if your patient is not fully aware of the terms of agreement.

 

Best Practices for Compliant Discounts

When it comes to discounting your services, there are two things you need to be aware of. First, you need to be aware of legalities and compliance. The other simply has to do with profitability. In this session, we will be bringing clarity around the topic of compliant discounts and the best practices when applying them to your financial plans.

 

Good Faith Estimate: The Care Plan Calculator helps to satisfy the Good Faith Estimate portion of the Patient No Surprises Act. Learn more about this HERE and how to set up the system to accommodate that. 

 

Who should train? We recommend that the provider and all team members involved in billing and patient care participate in training. After watching the training videos to learn and understand the basics, we are more than happy to schedule a 1-on-1 web meeting with your office to answer any additional questions or give you a little extra help.

We have special times set aside for this 45 min to accommodate our members. appointments Mon-Fri. Contact our Training & Support Dept. to schedule training at 877-343-8950 x102 or email Support@CashPractice.com

The Care Plan Calculator® is the #1 Payment Plan Tool for professional cash & insurance blended care plans for creating loyal patients!