Section · 19 guides

Support

Tools to set us up for success

Sending a Fax

Believe it or not, healthcare still works with Fax. Here is an excellent example of the hill we are climbing to change the system. Take a look below at how to send a fax. 📚 Resources Nee…

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Patient Retention & Care Gap Outreach

This process ensures patients are consistently followed up with to maintain continuity of care, improve retention, and close care gaps such as labs, imaging, and follow-ups. Proper outrea…

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Handling Medical Records Requests

Sending and receiving medical records requests is a fundamental part of providing support to a healthcare company. With the lack of streamlined information and how important Patient medic…

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Marking a Patient as Pre-Existing

There are many times in Zocdoc where a Patient will book another visit with us, but will mark themselves as a new Patient. When they do this, we are charged again for the visit, when all…

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Adding Order Results to EHR

Most of all visits, especially the first visit for a new Patient, will have an order attached to check what may be happening. Mostly this will be for an image order, or a lab order. Take…

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Creating a Lab Order

There may be a time where you have to create a lab order for a Provider. LabCorp portal can have glitches and issues so sometimes it will fall on support to make sure something gets proce…

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Handling Copay / Deductible Deposits

There are several different actions that we may need to take regarding the Patient's copay or deductible deposit. Take a look below at some of the main actions you can perform and what ac…

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Patient Referral - Cigna

Since we do a lot of primary care, referrals is a big part of what we do. Depending upon the insurance company will determine the steps needed. Depending upon the insurance plan will dete…

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Patient Referral - United Healthcare

Since we do a lot of primary care, referrals is a big part of what we do. Depending upon the insurance company will determine the steps needed. Depending upon the insurance plan will dete…

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Patient Referrals - Anthem

Since we do a lot of primary care, referrals are a big part of what we do. Depending upon the insurance company will determine the steps needed. Depending upon the insurance plan will det…

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Adding Patient Eligibility & Benefits

Adding a Patients value of benefits that you got from checking their eligibility is what determines if we lose money on a visit, or collect the proper amount. Because a lot of visits are…

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Patient Onboarding

Making sure the Patient is onboarded and in the app before their visit is extremely important. There are many automated actions and triggers that we do when they are in the app so if they…

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Getting in Contact with Patients

There are many different ways we can get in contact with a Patient. The time that it is most important is when they have booked an appointment and we need to verify or collect information…

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