Author Topic: Meetings with clients  (Read 2716 times)

DavidZ

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Meetings with clients
« on: December 28, 2009, 03:07:05 PM »
When you do billing, do you meet and provide reporting to the client regarding claim status, monthly or bi-weekly, or both?
And if both do you charge extra for meeting 2 times a month?

Pay_My_Claims

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Re: Meetings with clients
« Reply #1 on: December 28, 2009, 05:22:43 PM »
I personally don't meet with them unless requested-- They receive their reports monthly and it is included for Full Service clients.
I am meeting with a client next month to set up their office to improve the work flow process.

Michele

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Re: Meetings with clients
« Reply #2 on: December 28, 2009, 07:30:43 PM »
We also meet with providers only when requested, or if we feel there are things that need discussing.  If a provider requests meetings that seem to be too frequent and nothing is being accomplished then we try to figure out why the provider feels the meetings are necessary.  Then we address that need and usually the meetings are not required.  I've never charged extra.

Michele
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Pay_My_Claims

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Re: Meetings with clients
« Reply #3 on: December 28, 2009, 08:29:04 PM »
Yes, and if you are like me where the majority of your clients are out of state....that can be costly!!

PMRNC

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Re: Meetings with clients
« Reply #4 on: December 29, 2009, 08:12:18 AM »
for my in state clients I meet once a month with both the doctor and the office staff, these monthly meetings are very productive and allow us to go over any problems we might have with everything from communication to filing. It also allows both myself and the office staff to communicate with the provider directly. For my out of state clients I set up quarterly meetings, only done two of these so far but they seem to be working out nicely. I pick up the costs of travel and I also take them to dinner or lunch when traveling. To me it's worth it due to all that we can get accomplished with those meetings.
Linda Walker
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DavidZ

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Re: Meetings with clients
« Reply #5 on: December 30, 2009, 09:36:03 AM »
It's just I took over this solo practice, and the provider doesn't trust and had bad experiences and wants to meet 2 times a month and these meetings are 3 plus hrs, because this provider doesn't do anything fast and is always distracted.
I am thinking of a way to bill for the time I will lose.

By the way, want to wish a Happy and Healthy New Year to All!

David

Michele

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Re: Meetings with clients
« Reply #6 on: December 30, 2009, 10:04:06 AM »
Well, in that case, it should get better as he learns to trust you, but I would schedule the meeting and tell him that you only have until x:xx o'clock.  Be organized with your info, keep him on track, cover what you need to and leave.  Explain that you don't normally meet with clients this often and you will initially to get things going, but once on a smooth track the meetings will have to decrease a little in time.  You could also explain that you need to be working on his stuff, not talking about it, and you don't want to take away from the time you spend on his account.

Good luck, but personally, it sounds like his bad experiences may have been more on his end!

Michele
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DavidZ

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Re: Meetings with clients
« Reply #7 on: December 30, 2009, 11:08:24 AM »
the guy has problems, what can i tell you.

thanks

PMRNC

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Re: Meetings with clients
« Reply #8 on: December 30, 2009, 01:37:50 PM »
Personally I would take that not to mean just that he doesn't trust you, but that he cares and is hands on with his practice. With some of my clients I have to pull teeth to schedule these sit downs because In my opinion I think they are good for everyone involved and it helps me help them. I'd actually like to meet with mine more often. You could negotiate travel expenses since he's the one that wants the meetings.
Linda Walker
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Pay_My_Claims

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Re: Meetings with clients
« Reply #9 on: December 30, 2009, 03:24:36 PM »
Personally I would take that not to mean just that he doesn't trust you, but that he cares and is hands on with his practice. With some of my clients I have to pull teeth to schedule these sit downs because In my opinion I think they are good for everyone involved and it helps me help them. I'd actually like to meet with mine more often. You could negotiate travel expenses since he's the one that wants the meetings.

My SC provider is footing my costs, so it works out for me. Hopefully I don't have to make too many trips though.

DavidZ

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Re: Meetings with clients
« Reply #10 on: January 04, 2010, 10:00:32 AM »
I will see if I will be able to get something for my time(the meetings are way too long), there's not much travel 30min by car.

Happy 2010!

Pay_My_Claims

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Re: Meetings with clients
« Reply #11 on: January 04, 2010, 10:27:18 AM »
well I don't look for reimbursement for local providers. She is in another state, its a 4 hr drive, so there is a significant fee associated for that. I personally prefer local providers. I like building my community.