Front Office Systems
Smooth-running front office systems are critical to successful daily operations in your business.
Your front office staff will manage many essential functions for a smooth-running accounting system, including setting up new patient accounts and gathering each patient’s financial and insurance information. The strong systems you put in place will ensure your patients are receiving the best patient experience and the team is focusing on your business. The systems outlined and resources included in this section will help contribute to your new practice’s success.
Front Office Task Flow Guidelines
Scripting Strategies for Successful Scheduling
Scripting for Successful Financial Strategies
Scripting for Insurance Inquiries (PDF)
Monthly Financial Overview for the Front Office
Prospective Patient Phone Scripting
Debit/Credit Authorization Form (PDF)