Workflows and Roles

Role: Treatment Coordinator

 

The following tasks are frequently performed by a treatment coordinator:

Managing Treatment Plan Reports

• Running the Treatment Plan Summary Report

• Running the Treatment Plan Detailed Breakdown Report

• Running the Treatment Plan Transactions Report

• Running the Treatment Plans for CareCredit Patients Report

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Setting Up Payment Options

• Account Budget Plans

• Patient Budget Plans

• Creating Credit Card Payment Plans

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Managing Preauthorizations

• Submitting Treatment Plans for Pre-Authorization

• Updating Pre-Authorized Coverage Amounts

• Treatment Plan Summary Report

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Maintaining Bluebook Information

• Updating the Bluebook After an Insurance Payment

• Adding Bluebook Entries

• Editing Bluebook Entries

• Tracking Bluebook Changes

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Reviewing Coverage

• Patient List and Patient Window Options

• Searching for and Viewing Patient Information

• eVerifications Service

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