Q:

I am a new doctor starting practice but seem to be very unorganized 
in terms of paperwork - How would you recommend filing the EOB 
for patients and Explanation of Payments? Also would you 
recommend making copies of HCFA or just writing it down when they 
were sent - i am using TGi solutions to run the office and I believe 
it covers a lot of those answers but I believe having a hard copy 
would also be great - thanks once again

A:

Thanks for the e-mail. Remember one basic concept of practice 
management .. nothing leaves your office pertaining to a patients 
care without a hard copy placed in their file. If it is a repetitive 
standard reminder form or card you can make note that these were 
sent. As far as insurance .. HCFA etc. a hard copy should be placed in 
their file .. as well as backed up on your computer. As far as an EOB .. 
not quite sure what your question meant. When an EOB comes in with 
the insurance check .. keep a copy within the patients file stapled to 
the copied insurance form. If you keep everything on a computer hard 
drive .. then be sure to have some form of a back up program such as 
a Zip drive and back your insurance files every other day .. best as 
three disks one for M/W/F

I recommend you get some free material from Chirostore. Go to this 
site and take advantage of what they offer.

www.doctorstore.com/catalog/subcat101.htm


Have a Great Day

Dr. M