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WorksheetsFront Office Quiz
Total questions: 35
Worksheet time: 6hrs 50mins
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.
For KLEER non-preventative services, when you hit "insurance payment" tab, what amount is posted?
$0
The amount of the services for that day.
80% of the amount of the services for that day.
The amount they paid for KLEER membership
For KLEER Perio plan, what perio service is NOT considered a preventative cleaning, but patients often think it is included?
Scaling and Root Planing
Regular Cleaning
Perio Maintenance
Oral Examination
For KLEER appointments, after walkout what tab do you press at the bottom of the account screen to post the payment?
Walkout
Insurance Payment
Account Payment
Adjustment
If mail is returned, and you cannot contact the patient, the next step is:
Try contacting the patient via email/text
Send another mail
Leave a message
Document the attempt and move on
What does “coins” or “co-ins” mean when it’s typed in the account notes?
It refers to a type of currency.
It is the amount of patient responsibility.
It means a transaction is pending.
It signifies a completed transaction.
What does <ACT> mean?
The patient had a full benefit breakdown done via Verifyed. A document will be in
SmartDocs and all coverage books and percentages should be perfect for TX planning.
The patient was checked to see if they are active with their
insurance for this appointment date.
Cartin letting US know there is an issue.
No insurance needed for appointment.
What do we put in the prefix < > to indicate that we submitted to Verifyed?
<ACT>
<SUB>
<INS>
<VER>
What does <---> mean?
The patient had a full benefit breakdown done via Verifyed. A document will be in
SmartDocs and all coverage books and percentages should be perfect for TX planning.
The patient was checked to see if they are active with their
insurance for this appointment date.
Cartin letting US know there is an issue.
No insurance needed for appointment.
What does <!!!> mean?
The patient had a full benefit breakdown done via Verifyed. A document will be in
SmartDocs and all coverage books and percentages should be perfect for TX planning.
The patient was checked to see if they are active with their
insurance for this appointment date.
Cartin letting US know there is an issue.
No insurance needed for appointment.
What does <INS> mean?
The patient had a full benefit breakdown done via Verifyed. A document will be in
SmartDocs and all coverage books and percentages should be perfect for TX planning.
The patient was checked to see if they are active with their
insurance for this appointment date.
Cartin letting US know there is an issue.
No insurance needed for appointment.
True or false – if an appointment is in black Cartin doesn’t verify it at all?
True
False
Where can you find out the age limit for ortho?
On the official website
In the memo/insurance memo
On insurance SmartDoc
All are possible choices. If you can't find it, call insurance.
Where can you find whether or not downgrades are automatically being calculated in the treatment plan?
On the benefit breakdown
In the patient memo
Check the Coverage Book attached
In the appointment schedule
If a patient has insurance and the treatment plan shows all standard fees with no insurance adjustments, and you can see that they are already attached to the insurance with a fee schedule, what do you do to fix it?
Recalculate the TX plan
Ignore the issue and proceed with the standard fees
Remove the patient from the insurance plan
Contact the insurance company for clarification
On any claim pop-up at walkout, which box should you NEVER leave blank (unless it is a basic cleaning/filling)
Banding date
Preauthorization #
Remarks
Leave NO blanks
How often should you check on the billing spreadsheet?
Daily
Weekly
Monthly
Annually
If a patient is out of network and we are not sure how their insurance company is going to pay, how much should we collect upfront for services?
The full amount of the service
A partial amount based on estimated costs
Nothing until the insurance company pays
A standard copay amount
If a claim is over 3 months old, what should you do?
Call the patient and let them know.
Verify insurance is set correctly and active with a V24 plan.
Close it and let 360 Billing know.
Ignore it.
If you are attaching new insurance and have to close old claims, why is it a problem if the old claims are not reopened?
No one can track a closed claim to follow up on payment.
It will increase the patient's "due now" balance.
It can result in legal complications.
All of the above.
Which BUTTON on the walkout insurance pop up re-creates a claim without actually sending it anywhere?
Submit Manually
Print Now
Print Later
Re-create
If you want a claim resent to the insurance company (because you corrected something on the insurance or patient information), which BUTTON on the walkout insurance pop up do you select?
Print Now
Submit Manually
Print Later
Submit Electronically
If a claim has already been created and you would like to add an auto note or seat date, how can you do that (same day/not sent to Vyne yet)?
By editing the "Change Ans" button in the insurance pop up.
Add an account note with the information for the billing company to find.
By emailing the billing company.
By submitting a new claim.
How do you know if it’s too late to add an auto note to a claim?
When the claim has a submitted date in the insurance pop up.
If appointment is gray on schedule screen.
If services are blue in the account.
All of the above
If the claim has already been submitted (2 dates listed in the insurance pop up), and you remember that a seat date or narrative should’ve been noted, where can you put that information so that the billing company can find it?h
By editing the "Change Ans" button in the insurance pop up.
In the patient memo
Email 360 Billing
Add an account note and put "Attention 360 Billing"
True or false – if a patient has a cleaning and a filling on the same day, you can walk out all the services together?
True
False
