Workflows We Have Implemented
Client Intake
We can build work queues for each step of the intake process. These work queues can be accessed in only a few clicks and act as daily "To Do Lists" for your intake staff. We will work with your current intake process steps to create an efficient electronic process.
Billing Scrubbing & Corrections
Choose from over 20 different error filters that we have created or have us build custom searches based on your workflows. We will also present you with a number of efficient options for flagging, following up on, and fixing errors.
Database Integrity Checks
A key to any efficient electronic system is having all the needed information in the system. We have over 40 options of database searches that we can help you set up to run daily searches to find missing or contradicting information in your system.
Program Banks & Clinical Setups
Looking to get build your own library of programs but aren’t sure where to start or worried about how long it will take? We can help you build an easy to use electronic library of all your programs.
Revenue Cycle Management Workflows
We can help you with workflows for all aspects of the revenue cycle management management process. From seeing what is ready to bill, sending out claims, billing secondary insurances, and posting payments.
Client & Employee File Management
We can take your traditional employee or client file and create labeling, searching, and tracking systems to keep track of all of your paperwork.
Employee Onboarding
We can create custom workflows for you to screen candidates, gather needed materials for potential employees, and transition candidates to employees in only a few clicks.
Overall System Setup Options
Not sure where to start, we can help. We will walk through all aspects of set up. We will show you different options for how to set up each component of the system and implement the setup you have chosen.
Scheduling Systems
Still using paper or Excel for schedules even though you are paying for practice management software? Let us help you go use the system you are paying for to go paperless and save time.