PERFECT PRACTICE SOLUTIONS
PRESENTS
Collection of FIRST 8
The Simple Solutions Guide
The Simple Solution Guides
So what are the Simple Solution Guides? Basically, 75 years of knowledge and know-how in guides that cover every subject a chiropractic officeneeds. On March 1st, the first eight guides became available for purchase. Your office can buy any one guide (based on topic), or get an outstanding deal on all eight guides. Each manual is PACKED with close to 100 pages of information; the 8-pack has over 850 total pages!
Dr. Ty Talcott, who has over 40-yrs experience in chiropractic --and had the first million-dollar practice in the world back in the early 80's; he is a successful practice management guru and leader in HIPAA compliance. Ces Soyring has over 35-yrs experience on the administrative side of chiropractic including insurance, coding and staff training. Together, they have collaborated to develop a series of practice guides thatevery office will find to be their corner-stone for success.
Order your set today!
By Ty Talcott, DC, CHPSE & Ces Soyring, BA, CHOC
The First 8Guides…
Guide 1:
- Practice Essentials and New Doctor Checklists
Find all the things that fall through the cracks – the comprehensive GUIDE foreverypractice relative to legal concerns, registrations, business plans and what it takes to move forward! An absolute must for a new doctor check list essential for launching a new practice!
Guide 2:
- Front Desk ABCs
This guide covers the ABCs of the Front Desk, but it is much more than that! It has some history, procedures, communication tips and marketing.
Guide 3:
- Insurance 101
This one is ALL about INSURANCE, from what you need to know before you sign a managed care contract to filing claims for Medicare and auto accidents.
Guide 4
- Principles of Documentation
This guide covers required documentation for E/M codes, how to write effective treatment plans, and clinical rationale for therapy codes.
Guide 5:
- Managing Medicare Madness
This book is the A to Z Guide on everything you need to know about Medicare.
Like when is Medicare Secondary and how to write a Medicare TX Plan and the required documentation needed based on CMS guidelines.
Guide 6:
- Office Policies & Procedures
Why Policies & Procedures are Required;What is important about Policies & Procedures;Tips on How to Write an Office Policy;Tips on How to Write a Patient Policy;Tips on How to Write an Employee Policy
Guide 7:
- The Ultimate CA Training Manual
This manual is a “MUST” for an office. We have job descriptions and tips on every position, including terminology, staff policies and communication scripts.
Guide 8:
- Hiring/Firing & Team Building
What can I say about this guide? Other than it is possibly one of the most important manuals every office needs! This Guide is ‘PACKED’ with legal tips and practical guides to finding –and keeping—the right people.
Table of Contents
Guide 1: Practice Essentials & New Doctor Checklists
Quick Glance of a New Practice ChecklistPage 12
Chapter 1Page 16
Write a Business Plan
Choose a Business Structure
Choose a Business Location
Choose a Business Name
Tips on Essentials to ConsiderPage 19
Office Space –Right Fit for EfficiencyPage 20
Operation BudgetPage 22
Projected Revenue Pages 23-24
Choose a Legal Structure Pages 27-28
Choose a LocationPages 29
Choose a Business NamePage 31
Chapter 2Page 32
Register your business
Get your EIN tax number
Get your NPI number(s)
Get your PTAN number(s)
Register Your BusinessPage 33
EIN NumbersPage 34
NPI NumbersPage 35
PTAN NumbersPage 36
Chapter 3Page 41
Employer insurance responsibilities
Employer reporting responsibilities
Employer mandatory posting responsibilities
Employer/employee relationships – Hiring a staff
Being an EmployerPage 42
Employer ReportingPage 43
Posting RequirementsPage 44
Hiring & Interviewing Pages 46-65
Who you Need to HirePages 66-73
New Doctor ChecklistPages 74-81
Chapter 4Page 82
Bonus Book: The HR Manual &
Employee Handbook
Federal Record Keeping RequirementsPage 96
Employee Orientation ChecklistPage 111
Employee First 90-days Training RecordPage 112
Table of Contents
Guide 2: The Front Desk ABCs
Chapter 1: Knowing the BasicsPage 12
Basic PrinciplesPage 13
Chiropractic Principals-
A Historical ReviewPages 15-27
Chapter 2: Basic Team BuildingPage 28
Building the teamPage 29
Job DescriptionsPages 33-36
Daily ChecklistPage 37
Training ChecklistPage 38
Performance ReviewPage 42
Team MeetingsPages 43-48
Gold Star PresentationsPages 49-50
Chapter 3:Basic ProceduresPage 51
Administrative Employee Conduct PolicyPage 52
Important ScriptsPage 55
Office ProceduresPage 67
Sample Procedure ManualPage 78
Sample Informed ConsentPage 90
Chapter 4:Bonus BookPage 93
7-Keys to a Successful Front DeskPage 94-117
& Scripts for Cash PracticesPages 118-120
Table of Contents
Guide 3: Insurance 101
Chapter 1: Cash PatientsPage 13
Chapter 2: Managed Care – Non-ParPage 14
Chapter 3: Managed Care – In-NetworkPages 15-27
Chapter 4: MedicaidPage 28
Chapter 5: MedicarePages 29-38
Chapter 6: Personal InjuryPages 39-41
Chapter 7: Workers’ CompPage 42
Claims ChecklistPage 43
Insurance TerminologyPages 44-50
Filing ClaimsPages 51-53
Structuring a Billing CompliancePages 54-57
Minimizing Risk/AuditsPages 58-64
Intake formPage 65
Fee SlipPage 66
Common CPT CodesPages 67-69
Common HCPCS CodesPage 70
Bonus Book:
Collecting Difficult Accounts
Tips & Sample LettersPages 72-83
Table of Contents
Guide 4: Principles of Documentation and Billing
Establishing “Clinical Rationale”Page 12
Documentation Rules to Live byPages 13-14
Practice Standards & ProceduresPages 15-16
E/M Codes Documentation RequirementsPages 17-35
ChecklistPages 36-38
Home Visit E/M CodesPage 41
Rest Home E/M CodesPage 42
Prolonged Physician Service CodesPage 43
Consultation E/M CodesPage 44
Medical Conference CodesPage 45
Telephone Calls CodesPages 46-47
Preventative E/M CodesPages 48-49
Special E/M Disability ExamsPage 50
Modifiers & CCI EditsPage 51
Test & Measurement CodesPages 52-55
Sample DocumentationPages 56-58
Common Coding ErrorsPage 59
Sample Bundle letter E/M & CMT CodesPage 60
CMT CodesPage 61
Establishing a Paper Trail of DocumentationPage 62
Charting for TherapyPage 63
PMR CodesPages 64-67
Documenting Rationale for TherapyPages 68-74
Special Service CodesPage 75
HCPCS CodesPage 76
Required Medicare DocumentationPages 77-84
Effective Treatment PlansPages 85-87
Book Bonus: Sample Forms & LettersPages 88-111
Table of Contents
Guide 5: Managing Medicare Madness
Contact Info for CMSPage 12
Who’s Your MAC?Pages 13-14
Railroad Medicare InfoPage 15
Medicare Part C/Advantage PlansPage 16
General Over-view of Medicare Part BPages 17-18
Medicare as SecondaryPage 19
Maintaining Your InfoPage 21
PECOs – online file cabinet of infoPages 22-23
Billing RequirementsPage 24
Step-by-Step Filing Page 25
Covered ServicesPages 26-27
ABN FormPages 28-31
Non-Covered ServicesPages 32-34
MACRA/MIPS InfoPages 35-46
Documentation RequirementsPages 47-52
Treatment PlansPages 53-54
Daily NotesPages 55-61
Documentation ErrorsPages 62-63
Signature RequirementPage 64
Prohibited BillingPage 65
Q6 Modifier (Locum Tenens)Page 66
Claim Form RequirementsPage 67
Procedure to Appeal DenialsPage 68
Your Profile and AuditsPages 69-71
CERT AuditsPages 72-74
RAC AuditsPages 75-81
Opting Out – Not an OptionPage 82
Common TermsPage 83
BONUS BOOK: Medicare Forms PacketPages 84-91
Table of Contents
Guide 6:Office Policies and Procedures
Section 1: PoliciesPage 12
ACA PolicyPage 13
Federal MandatesPages 14-18
Types of Office PoliciesPage 19
Sample Office Policy for PatientsPages 30-31
Employee PoliciesPages 32-35
Sample Employee PolicyPages 36-40
Section 2: ProceduresPage 41
Perfecting ProceduresPage 42-45
Opening the OfficePage 46
New Patient ScriptPage 48
Front Desk Set-upPage 49
Appointment Book TipsPages 50-56
Telephone TechniquesPages 57-61
Confidential CommunicationPages 62-63
Procedural ChecklistPages 64-65
A Dynamite StaffPages 66-68
RecallsPages 69-70
ReferralsPages 71-76
Handling Difficult PatientsPage 77
Understanding PaperworkPage 79
Sample Office Procedure ManualPages 82-95
Bonus: Sample Letters & FormsPages 96-109
Table of Contents
Guide 7:The Ultimate CA Training Manual
Basic PrinciplesPages 12-13
Chapter 1: General KnowledgePage 14
General DutiesPage 15
General TasksPage 16
Terminology for CAsPages 17-22
Chiropractic TermsPages 23-29
All Staff RequirementsPages 30-31
General Clinic PoliciesPages 32-34
Chapter 2: Front DeskPage 35
Job #1 – ReceptionistPages 36-62
Chapter 3: Insurance and CollectionsPage 63
Job #2 – Billing /Insurance SpecialistPage 64-85
Chapter 4: Back Office AssistantPage 86
Job #3 – Back Office CAPages 87-100
Chapter 5: Everyone’s ResponsibilityPages 101-109
BONUS BOOK: History of Our ProfessionPages 110-123
Table of Contents
Guide 8:Hiring, Firing and Team Building
Chapter 1: Hiring, Ads & InterviewsPage 12
General GuidelinesPage 13
Prohibited PracticesPages 14-15
Federal LawsPages 16-18
Interviewing Do’s and Don’tsPages 19-26
Creating Ads and Interview TipsPages 27-30
Conducting the InterviewPages 31-36
Second InterviewPage 37
Checking ReferencesPage 38
Hiring the “Right” and not who’s “Left”Page 39
System for SuccessPages 40-45
Chapter 2: Records, Policies & TrainingPage 46
Once Hired – paperworkPages 47-49
Ten Training TipsPages 50-53
Writing Employee HandbooksPages 54-59
Sample Employee PolicyPages 60-66
Acknowledgement of ReceiptPage 67
Employee Confidentiality FormPage 68
Employee Orientation ChecklistPage 69
Employee Orientation 90-day Training FormPage 70
Chapter 3: Letting Go…How to Fire LegallyPage 71
Letting Go without the GuiltPage 72
Guidelines for FiringPages 73-74
Know the LawPages 75-76
Chapter 4: Team Building…The Ones You KeepPage 77
Team DevelopmentPages 78-81
Effective MeetingsPage 82
Agenda FormPages 83-84
Gold Star PresentationPages 85-86
Team BuildingPages 87-89
Body LanguagePages 90-92
A Team “Leader”Pages 93-96
BONUS BOOK:
Job Descriptions, Checklists & ReviewsPages 97-117