As the end of the insurance benefit year approaches, it is important to ensure that patients with treatment needs utilize their remaining benefits. PbN provides tools in Revenue IQ to help you identify and schedule these patients efficiently.
Steps to Generate a List of Specific Tx Planned Procedures
Navigate to Revenue IQ
Go to the "Treatment" section.
Select the Service Codes for the Unfinished Treatment
You can select the service codes you would like to narrow your search to and narrow it down by Provider and date range.
Filter by Insurance Plans
Add the Has Primary Insurance, Primary Insurance Is, and Primary Benefits Remaining filters.
Refine your list further by selecting all or specific insurance plans.
Adjust the dollar amount filter to display patients with remaining benefits matching your criteria.
Identify High-Priority Procedures
For example, identify patients who need crown procedures who are more likely to be scheduled and completed before the end of the year.
Delegate and Track Scheduling
Create tasks directly from the filtered list to assign scheduling responsibilities to team members.
Use these tasks to track the progress of scheduling and ensure timely follow-up.
Benefits of Using Revenue IQ for Year-End Planning
Streamlined Workflow: Filter and identify patients efficiently based on treatment needs and insurance benefits.
Increased Revenue: Maximize utilization of insurance benefits by scheduling high-priority procedures.
Enhanced Patient Care: Proactively reach out to patients to help them take full advantage of their insurance plans.
By leveraging these features, you can ensure patient satisfaction and practice profitability as the benefit year closes.