The client has made the following changes to the job.
Client prefers freelancers from:
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
Fill out Intake form over the phone
Call on insurance to verify
Patient comes in
• Patient fills out paperwork (9 pages total)
• Take/record vitals
• Collect copay
Patient sees the doctor
• Doctor takes notes
• Dx (diagnosis) / Rx
• Doctor faxes report to pediatrician
Schedule next appointment (able to sync Access “Scheduling” with Outlook?)
Record patient on Billing sheet (flag if insured – goes to Flatirons Billing)
Fax Billing sheet & each patient’s Insurance Verification form to Toni
Hit “Settle” on credit card machine (if any credit card transactions took place)
Staple credit card “settle” statement & Toni’s fax together & put in folder
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