Initial Consultation Questionnaire

 

Please consider the following items before our initial meeting:

Your history and practice history:

  1. How long have you been in practice?
  2. Current number of patients.  Per cent of patients on Medi-Cal?  On Medicare?
  3. Daily practice activity(# of patients, phone calls, walk-ins)
  4. Current staff and their roles within practice
  5. Current practice obstacles
  6. Health Insurance plans accepted
  7. Percentage of PPO vs. HMO patients
  8. Percentage of patients without insurance

Current software in use:

  1. Medical practice accounting software
  2. Medical billing software and or outside vendors used for billing purposes.
  3. Current patient medical records retrieving system
  4. Other

Current medical records system:

  1. Workflow from patient appointment to final reimbursement including appointment setting, patient record review, patient record updating (during and after appointment), billing and collections.
  2. Basic understanding on what the government’s, “Meaningful Use Objectives”  are.  Meeting these objectives is required  to maximize the government’s incentive payments from implementing an approved EMR software system.