Workflows and Roles

Role: Office Manager

The following tasks are frequently performed by an office manager:

Time Clock Management

• Managing Employee Attendance

• Using Time Card

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Maintaining and Updating Insurance

• Adding Insurance Plans

• Editing Insurance Plans

• Changing the Insurance Form Used by an Insurance Plan

• Deleting Duplicate Insurance Plans

• Adding Bluebook Entries

• Editing Bluebook Entries

• Adding Allowance Tables

• Editing Allowance Tables

• Associating an Allowance Table with an Insurance Plan

• Updating Bluebook Allowance Table Fees

• Insurance Reports

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Closing the End Of Day

• Running the Daysheet Report

• Running the End of the Day Call Backs Report

• Running Daily, Monthly, Yearly, or Period Register Reports

• Running the Unsubmitted Claims Report

• Printing the Daily Operatory Schedule Report

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Printing and Managing Office Reports

• Daily Reports: Morning

• Daily Reports: End of Day

• Monthly Reports

• End of Year Reports

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Managing Patient Billing

• Setting Billing Statement Defaults

• Printing Billing Statements

• Printing Batched Billing Statements

• Generating Electronic Billing Statements

• Previewing and Printing Statements

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Managing Financial Arrangements

• Budget Planning

• Creating Credit Card Payment Plans

• eServices

• CareCredit

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Collecting Co-Payments

• Posting Patient Payments

• Posting Account Payments

• Posting Insurance Payments

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