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|For visits 1 Week From Today – Calling Patients with Outstanding Balances|
Use this tutorial when calling patients with outstanding balances - 1 week in advance.
Make sure you have the paper report:
"Outstanding Balances - 1 Week Out
Note: This report is to be filled out, and put in Dr's End of Day folder.
Pull up all relevant information to the patient in Epic
- "Called By" (your name)
- "Call Time" (ex. 8:15AM)
Call patients with the most outstanding balance first, moving down the list.
Check one "Response type." per call.
Document the phone call in Epic (Even if no answer, and no message left)
Note: This step is important for billing.
Repeat steps 4-6 throughout the day until list is complete.
Make sure completed form gets in end of day folder for Dr.