Back Office Management, 2nd edition, 2007 update 

Table of Contents

Preface

Policy on Policies

Office Services Management

bullet

Brand Name Identity/Welcome Letter

bullet

PacifiCare’s Welcoming Letter

bullet

HIPAA policies, procedures, resources, web links

bullet

Confidential, Privacy example policy

bullet

Access for Non-emergency Care

bullet

Access to Care and Access Time for Appointment Standards

bullet

After Hours Services

bullet

‘On Call’ Policy and Procedure

bullet

Telephone log

bullet

‘Walk-in’ Patient Triage

bullet

Address for All Adult Patients and Visitors

bullet

Chaperone in Exam Room for Pelvic Exams

bullet

Communication with Hearing Impaired Patients

bullet

Communication with Patients and Visitors – Limited English Proficiency

bullet

Transport of Patients to Area Hospitals

bullet

Admitting Process: Office to Hospital

bullet

Telephone Access and ‘Hold’ Time

bullet

Record for Telephone Calls from Patients

bullet

Smoke-free Environment Policy

bullet

Appointment Scheduling Policy

bullet

Missed or ‘No Show’ Appointment Policy

bullet

Reschedule Notification Letter format

bullet

Appeal process for missed appointment charge

bullet

Patient Registration

bullet

Registration Form

bullet

Payment Policy acknowledgment form

bullet

Insurance payment (or non-payment) release agreement form

bullet

Lien attachment form

bullet

Third party liability information sheet

bullet

Emergency ‘On-site’ Triage Policy

bullet

Emergency Telephone Triage

bullet

Office Emergency/Code Blue Policy and Procedure

bullet

Code Blue

bullet

‘Stat Nurse’ Call

bullet

Physical Abuse Policy

bullet

Patient Rights and Responsibilities

bullet

Advanced Directives, policy

bullet

‘Living will’ Declaration – example

bullet

Physician Request for Transfer of Care

bullet

Letter to patient – example

bullet

Discharge of terminated patients presenting for medical care, P&P

bullet

Nursing Services

bullet

Capitation fundamentals

bullet

Benefit and eligibility determination verification

bullet

Identification card

bullet

Financial Responsibility Guarantee Form

bullet

Eligibility FAQs

bullet

Eligibility and Benefits Verification – P & P

bullet

Waiver of Co-payments – P & P

bullet

Appeal of HMO Denial – procedure

bullet

Grievance tracking

bullet

Submission of encounter data and claims

bullet

Coordination of Benefits

bullet

Third party liability

bullet

Preadmission review

bullet

Sanctions and Fines – Utilization Management, P & P

bullet

Provider Sanctions and Fines: QI Committee

bullet

Fine Notification Form

bullet

  Record retention guidelines

bullet

Locum tenens - billing issues (Medicare guideline)

bullet

Credit cards

Ambulatory Care Site/Survey Visit Preparation Tools

bullet

Site visit policy/procedure

bullet

Criteria/list examples

bullet

Authorization and release form for medical office site visits

 Risk Management/Patient Relations

bulletPatient compliance
bulletReport of occurrence
bulletSafety Standards
bulletCustomer Concern Form
 

Medical Records

bulletGeneral Policies and Procedures for Medical Records
bulletMedical Record Documentation Standards
bulletRelease of Medical Record Information, P & P, CA law
bulletPsychotherapy Notes
bulletConfidentiality Issues
bulletAuthorization to Transfer Medical Records, example formats
bulletAffidavit to accompany medical records
bulletStaff initials/signature sheet
bulletCorrections to a medical record - policy
bulletConfidential Fax Transmission Format
bulletUnsolicited test results, P & P, example letter formats
bulletOnline Medical Records
bulletMedical records retention policy
bulletMedical records storage - security requirements
bulletReferences and Resources – Medical Records
bulletMedical Records and Coding – Web  Sites                                                                                                                                                                                                                                                                                                                                                

  E-mail apollomanagedcare@cox.net to request example pages or additional information.

Order Form

Return to Main Page 

If you keep doing what you’ve always done, you’ll keep getting what you’ve always got.

Peter Francisco