Keeping a recall list from going stale
The list is generated, then worked by phone, and the scheduling that results happens in a system the communications tool cannot see. Keeping the two in agreement is the unglamorous half of the value.
Electronic eligibility answers whether a patient is covered, and then somebody opens the payer portal anyway to find out what is actually payable.
There is a mandated electronic standard for eligibility, and it works. It confirms that a plan is active. What it routinely omits is the detail the front desk actually needs: frequency limitations, waiting periods, alternate benefit provisions and remaining annual maximum. That gap is the origin of most manual verification in this sector.
- Weave
- Open Dental
- Twilio
When this is the wrong thing to build
Pick something else if your schedule is already full. Filling it faster is not the constraint, and outreach into a full book annoys patients.
The constraint that shapes it
A practice is a covered entity, and any vendor that creates, receives, maintains or transmits protected health information on its behalf is a business associate, which requires a written agreement in place before any disclosure. More on how this sector works.
Two sources of truth. One queue of the rows that do not line up. Read what this shape is, or start from one of these.
- Rebuilding an annual operating expense reconciliation from the lease
- Reconciling a broker trust account three ways every month
- Matching a closed transaction back to the lead that produced it
- Collapsing two overlapping MLS feeds into one property list
- Widening a conflicts search past exact spelling
- Rebuilding a billable day from the trail the systems already keep
- How do I stop texting patients who already booked?
- Why does my recall list include patients with appointments?
- How do I keep a recall list in sync with the schedule?
- Best way to reach patients overdue for a cleaning?
Back to medical and dental practices, or see how this is priced and scoped.