CMAA Patient Check-In and Financial Responsibilities

Patient Check-In Process

• First impressions matter; CMAA's demeanor influences patient relationships.

• Verify during check-in:

  • Patient's identity and demographics.

  • Insurance coverage (primary, secondary, tertiary).

  • Provider's participation in insurance plan.

Demographic Information

• Collect and confirm:

  • Contact details.

  • Insurance specifics (cards, photo ID).

• Update information especially for long-unseen patients.

Coordination of Benefits (COB)

• Determine order of insurance payment.

• Address financial responsibility with patient through open communication.

Patient Communication

• Accommodate diverse patient needs (visual/hearing, language).

• Use technology for check-ins to streamline processes.

• Provide a professional atmosphere for various patient conditions.

Telehealth Appointments

• Familiarity with tech (internet, devices) critical for patient engagement.

• Educate patients on the telehealth process and troubleshooting steps.

CMAA Responsibilities

• Collect and update patient demographic info accurately.

• Handle communications (calls, emails, patient portal queries).

• Review and inform patients of financial obligations (copayment, deductible).

Claims and Financial Responsibilities

• Understand patient financial responsibility and generate clean claims.

• Familiarity with billing codes (ICD-10-CM, CPT, HCPCS).

• Complete necessary forms (assignment of benefits, notices of privacy practices).

Documentation and Follow-up

• Ensure accurate patient records are maintained.

• Utilize encounter forms for billing and patient history.

• Review after-visit summary, schedule future appointments, and handle patient inquiries.