Author Topic: What paperwork do I need to do a consult?  (Read 1849 times)

locmama

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What paperwork do I need to do a consult?
« on: September 01, 2009, 03:34:04 PM »
I have just started a home based medical billing company and have yet to secure my first provider client.  Would you please assist me with a list of the necessary paperwork I should carry with me when I do a consult.

So far I have:
A Contract
Provider/practice profile sheet
List of services provided
Pricing plan

Lisa

PMRNC

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Re: What paperwork do I need to do a consult?
« Reply #1 on: September 01, 2009, 03:54:31 PM »
Are you talking about AFTER your presentation? Usually if I meet with a potential client for the first time I don't have a price plan or a contract ready because I don't know what they need AND I like to crunch the numbers first. I don't have a "menu" of services/pricing.
I usually bring with me sample reports, I do bring the office profile/matrix needed and I also have a folder I keep if they feel they are ready to take the next step which has forms they can complete so that I can provide a practice analysis which helps me with pricing. Usually on my first visit I like to listen more than I talk so that I have a good feel for the problems they are having and then I can come up with solutions. I also have a flip chart that I can modify with a dry erase/pen to show them cost savings of outsourcing if I am meeting with doctors who are thinking of outsourcing or not sure at this point. I also bring along a copy of my compliance plan which many have asked me to see. I also have a binder with all of my achievements, experience, certifications, etc., which is sort of like a resume or a portfolio. Another thing I like to bring along are some testimonials or references.
Linda Walker
Practice Managers Resource & Networking Community
One Stop Resources, Education and Networking for Medical Billers
www.billerswebsite.com

Pay_My_Claims

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Re: What paperwork do I need to do a consult?
« Reply #2 on: September 01, 2009, 05:29:21 PM »
*writes this all down*

locmama

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Re: What paperwork do I need to do a consult?
« Reply #3 on: September 01, 2009, 08:27:13 PM »
Whew!! Got it.  Thank you.

Lisa

gderilus

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Re: What paperwork do I need to do a consult?
« Reply #4 on: September 04, 2009, 01:55:33 PM »
Hello everybody

Can anyone tells me where I can find a copy/template of a compliance plan or do I have to write it myself from scratch.
Thank You

Also, I'm trying to start my business from home and I want to get a PO Box, does it matter If I get just PO Box number or a PO Box with a street address instead.

PMRNC

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Re: What paperwork do I need to do a consult?
« Reply #5 on: September 04, 2009, 02:09:27 PM »
Use the OIG's Proposed plan for Third Party Medical Billing Companies. Yes you will need to write one for YOUR business.

http://www.oig.hhs.gov/fraud/docs/complianceguidance/thirdparty.pdf 
Linda Walker
Practice Managers Resource & Networking Community
One Stop Resources, Education and Networking for Medical Billers
www.billerswebsite.com

Steve Verno CMBS, CEMCS

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Re: What paperwork do I need to do a consult?
« Reply #6 on: September 04, 2009, 05:40:32 PM »
I created a sample compliance plan that includes the red flag rules.  I gave a copy to the Medical Association of Billers and Don self.  He might have it on his website.   You can PM me for the web addresses.
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