Categories
Browse approved procedures by topic. Some categories may not yet have seeded content in this demo.
How do I process a new patient?
New Patients · p. 8–11
How do I handle a late new patient?
New Patients · p. 8–11
What do I do for a paperwork-only visit?
New Patients · p. 10
What are the daily treatment steps?
Daily Treatment · p. 14–15
What are the case management guidelines?
Case Management · p. 15+
What do I do for an NSF (non-sufficient findings) exam?
Case Management · p. 9
How do I create a new patient in Medisoft?
Medisoft · p. 14–15
What are the daily closing procedures?
Closing Procedures · p. 14–15
How do I close out the Appointment Book (services, patient visits, and new patients)?
Closing Procedures · p. Appointment Book
What is on the Nightly Checklist?
Closing Procedures · p. Nightly Checklist
What is on the Weekly/Monthly Cleaning Checklist?
Closing Procedures · p. Weekly/Monthly Checklist
How do I do the Final Packet after a patient is released?
Case Management · p. Final Packet
How do I pink a patient when they are released from care?
Case Management · p. Patient Records
What happens on Day 2 for the Report of Findings and first adjustment?
New Patients · p. 12
What is the difference between 1st party and 3rd party coverage?
Insurance · p. Insurance/Billing
How do I verify a patient's insurance?
Insurance · p. Insurance/Billing
What are the billing codes and how do I bill Med-Pay/PIP?
Insurance · p. Insurance/Billing
How do I post a payment when a check comes in?
Insurance · p. Insurance/Billing
How do I handle a settlement reduction or write-off request?
Insurance · p. Insurance/Billing
How do I complete the Informed Consent and Patient Affidavit?
Patient Charts · p. Patient Charts
How do I complete the AOB/POA and PHI authorization forms?
Forms · p. Patient Charts
What is the Tolling Agreement and how do I witness and file forms?
Forms · p. Patient Charts
How do I keep the Travel Card and Patient Ledger (Gold) Card?
Patient Charts · p. Patient Charts
How do I maintain the New Patient Log and the Fax File?
Patient Charts · p. Patient Charts
Where does a new patient number come from?
Closing Procedures · p. New Patient Log
How do I complete a Medical Disability Statement, work/school excuse, or referral notice?
Forms · p. Patient Maintenance
What are the physical therapy minimum guidelines and the combined-time rule?
Therapy · p. Therapy
How do I set up ice, moist heat, traction, muscle stim, ultrasound, or massage?
Therapy · p. Therapy
What do I document on the Travel Card for therapy, and when do I stop and get the doctor?
Therapy · p. Therapy
What are the Appointment Book rules and ink colors?
Daily Treatment · p. Appointment Book
How do I reschedule a patient or move them between AM and PM?
Daily Treatment · p. Appointment Book
What are the Blue Sheet rules for follow-up calls?
Case Management · p. Appointment Book
What do I do for weekly closing?
Closing Procedures · p. Closing Procedures
How do I close out the month and reset the Appointment Book?
Closing Procedures · p. Closing Procedures
How do I fill out the Deposit Report?
Closing Procedures · p. Closing Procedures
What do I say on the phone to patients?
Telephone Scripts · p. Miscellaneous
How do I request and log petty cash?
Forms · p. Miscellaneous
How do I submit a check request or log a referral gift card?
Forms · p. Miscellaneous
How do I log into the cloud and Medisoft and find a patient?
Medisoft · p. Medisoft
How do I file a lien in Medisoft and the Arkansas Notice of Medical Lien?
Case Management · p. Patient Records
How is a Missouri chiropractic lien handled?
Case Management · p. Patient Records
How do I handle a request for a patient's records?
Case Management · p. Patient Records
How do I correct an error, handle a minor, or handle a transfer of care?
Patient Charts · p. 15–17, 26–34, 54–55
Which new patient forms are used only at state-line clinics?
Forms · p. 26–34