RSSAll Entries in the "Management Tools" Category

Sample job description: Financial counselor

This job description will help you select the most qualified financial counselor candidates.

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Sample audit checklist

The following is a sample checklist to navigate you through the audit process.

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Sample financial arrangements form

The following is a sample financial arrangements form you can use in your revenue cycle department.

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Sample ED copay form

The following is a sample emergency department copay form to get patients paying before they leave.

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Sample variable deposit calculation

This tool will help ensure that deposits are accurately and consistently determined.

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Tell the plan about a denial’s noncompliance

If you need to contact a plan about a denial’s noncompliance, use these five tips.


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Sample job description: Customer service supervisor

Need a customer service supervisor? Use this for a job description.

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Sample accounting entries

Note: The details of the month-end analysis and the formula(s) used to develop the amount of the adjustment will vary from facility to facility. In general, this adjustment is an estimate of the outstanding charity service that will be applied to the stated A/R. The result is to reduce revenue and A/R to the appropriate net amounts.

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Sample job description: Manager (self-pay/customer service)

“The Self-Pay/Customer Service Manager is responsible for all communication and research regarding patient accounts and patient inquiries; ensures payment on all self-pay accounts and oversees the securing of sponsorship; manages all clerical support staff.”

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Sample patient preregistration process script

“Hello, this is __________ with _________________. I am calling to verify your account information for your visit on ______. We gather this information in order to ensure that your registration process is as simple as possible. I will also give you the amount due for your copay or deductible.”

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