ABEO Billing Client Questionnaire

Full Name *

Practice Name *

Phone *

Email Address *

Current EHR Software *

Tell me about your practice (how long has the practice been in business; Multiple locations)? *

How many providers? *

What are the hours of operation? (Is office opened on weekends) *

How many patients are seen in the office daily? *

What volume of the patients seen daily are Vision Insurance claims vs Medical Insurance claims? *

Do you or your staff provide services to the following: hospital rounds, nursing homes, and/or home health? *

How long has your office used current software? *

Rating 1-10 (1 being little knowledge, 10 being expert), how well does office staff know the Crystal PM software? *

Does your practice use its own clearinghouse? If so, who? *

Does your office take medical and vision insurances? *

If you take vision insurance, which plans?

Does your practice COB (2ndry claims filing) claims to vision plans when the claim is filed primary to a medical plan and the services are denied for being routine related? *

Does your practice provide Vision Therapy services? *

Does your practice use the VSP integration? *

Is your practice currently contracted with all insurances on your patient’s roster? *

Are there any insurance companies that your practice currently doesn’t accept?

Does your practice accept Medicare/Medicaid patients? *

Does your practice accept workers comp? *

Are all medical claims filed thru Clearinghouse such as BCBS, Medicare, Medicaid, UHC, Aetna, etc? *

Does your practice collect copays, deductibles, and/or coinsurance upfront? *

Does your practice collect for all or partial services rendered on self-pay patients at the time of service? *

How is your practice currently receiving payments from insurance companies? *(Example do you receive all ERA’s thru a Clearinghouse, do you go to multiple websites to pull payments, or do you receive paper checks/EOBs)

Does your practice use in-house labs or send out? *

Does your practice charge a “No Show” fee? *

Does your practice currently verify insurance prior to each visit for both medical and vision? *

Does your practice scan in insurance cards within your current software? *

If the patient’s insurance requires a referral, is this obtained by your staff from the patients PCP or do you require the patient to be responsible for having a referral in place? *

Does your practice use waivers or ABN’s? *

Is your practice currently participating in MIPS/MACRA? *

What is your practice’s total monthly receipts average (all insurance payments and all patient payments)? *

What is your practice’s current outstanding Insurance AR total? *

What is your practice’s current outstanding Patient AR total? *

Does your practice use an outside collection agency for unpaid patient balances? *

Does your practice charge a finance fee on statements? *

Upon request, can you provide the following reports: monthly receipt totals for last 6 months, summary of current insurance A/R, summary of current patient A/R? *

Can you tell me about your current billing situation (Pros & Cons) *

Please upload the last 6 months of your revenue in Excel or PDF format

Crystal Practice Management

ABEO Billing Client Questionnaire