Front Office Quiz

Before running a treatment plan, what is the first thing you should check?

• Memo/Smart Docs insurance information

• Insurance company attached has the V24 after it

• See if there are old open claims

• Online portal

Name the 4 things that MUST be verified because they are not calculated in the treatment plan and you will have to manually edit it.

• plan is active, correct codes, old open claims, fee schedule

• patient history, tooth number, frequency, age limits

• coverage book, account balance, old open claims, fee schedule

• age limits, waiting period, non-covered services, downgrades

What do you say if a patient says “is this the exact amount that I am going to have to pay after insurance?”

• Yes, based on your insurance plan, this is what will be covered.

• No, this is an estimate based on your insurance set-up. Whatever insurance does not cover will be patient responsibility.

• Maybe. We try to estimate it the best we can.

• I am not sure.

If you are not sure if a service is covered (limited or no memo, plan with no insurance portal online, etc) what can you do to assure that you have a correct treatment plan?

• Call the insurance provider

• Assume it is covered

• Ignore the coverage details

• Proceed with the treatment without checking

If I’m re-creating a claim just to keep it open and it doesn’t need to be re-sent to insurance because they already have it, which BUTTON do I press on the walkout pop up?

• Print Now

• Print Later

• Submit Electronically

• Submit Manually

What should I say at walkout to a patient that still has old claims open that are over 6 months old, but they technically owe nothing for today’s visit?

• Reassure the patient that the old claims will be handled by the clinic.

• Tell the patient they owe nothing for today's visit and ignore the old claims.

• Inform the patient about the old claims and let them know there may be an issue with their insurance. Double-check their ins. info.

• Advise the patient to contact the billing department for more information.

When queueing a statement, what should I put in the first blank for the date?

• The current date

• The date of the last time they had a $0 balance.

• The system fills that in for you.

• The date of the last visit

If a patient doesn’t pay at walk out or says they will call back to pay, which of the following is an essential step that has to be done?

• Give them an invoice

• Queue a statement

• Make an account note

• All of the above

On the walkout popup for a KLEER patient, what’s the one BUTTON that you have to change?

• Change to Submit Electronically

• Change to Print Now

• Change to Print Later

• Change to Submit Manually

For KLEER preventative appointments, when you hit "insurance payment" tab, what amount is posted?

• $0

• The amount they paid for KLEER membership

• The amount of the services for that day.

• 80% of the amount of the services for that day.