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For visits 1 Week From Today – Calling Patients with Outstanding Balances
<h2>Use this tutorial when calling patients with outstanding balances - 1 week in advance.</h2>

Use this tutorial when calling patients with outstanding balances - 1 week in advance.
 


Step 1

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.

Step 2

Pull up all relevant information to the patient in Epic





Step 3

Fill out

  • "Called By" (your name)
  • "Call Time" (ex. 8:15AM)




Step 4

Call patients with the most outstanding balance first, moving down the list.





Step 5

Check one "Response type." per call.





Step 6

Document the phone call in Epic (Even if no answer, and no message left)



Note: This step is important for billing.


Step 7

Repeat steps 4-6 throughout the day until list is complete.





Step 8

Make sure completed form gets in end of day folder for Dr.