GST- General Services Team (Back Office)

Sample Effective Actions for Every Role

 

Communication

 

1) Set up a payment plan for an overdue account that requires an initial payment.

2) Explain that the doctors are paying the copay.

 

Self-Starting

 

1) Initiate an appropriately documented write-off on the spot with a patient.

2) Complete an 80/20 analysis on daily or weekly tasks.

3) Complete the top-priority task for your day.

 

Financial

 

1)  a patient interface that results in payment.

2)  Discuss the financing options.

3) Receive payment on a resubmission.

4) Successfully complete a patient account following a conversation with a doctor.

5) Collect on an over-90 account.

6) Collect on an account over $1000.

 

F2F

 

1)  Make a positive comment to a patient about a treating doctor or hygienist.

2)  Have positive interaction with the clinical staff.

3)  Have a great call with an insurance company representative. 

 

Upstream To:

All (influences next visit)

Downstream From:

All