It can be very helpful in training a new team member to have a checklists of items that need to be done daily.  Here's a list to get you started with billing in your office.

1.  Schedule Appointments
2.  Enter New Patient Information
3.  Enter Charges and Payments
4.  Balance Entries (Charges against Appointments and Payments against Deposits)
5.  Send Claims (electronically if possible)
6.  Send Statements (it's ideal to start "cycle" billing and do this daily to even work flow and cash flow)
7.  Follow-up on unpaid accounts (an office policy should be implemented to effectively manage this)
8.  Backup Data

    Even though the process may be different for each software system, the basic items are the same.  If you need help structuring this with your team members, we can help.  Call us at (888) 322-2455.  

    In addition, due to the overwhelming response of the clients signing up to transmit electronically, GatewayEDI has extended their $200  discount on the setup fee until December 10th, 2008.  To sign up today, click here.