Financial Freedom

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Updates to Financial Freedom Manual
- Updates made in Version 4 - 10/22/24
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Audios - Section 1
- 1. Stuck Statements Boogie Man
- 2. Forward Audit
- 3. Reverse Audit Step 1: Personal Spending Worksheet
- 4. Reverse Audit Step 2: Gross Pay Calculation
- 5. Reverse Audit Step 3: Professional Budget Worksheet
- 6. Reverse Audit Step 4: DVA & Required OV’s per Month
- 7. Reverse Audit Step 5: PVA & Calculating Required NPs
- 8. Reverse Audit Step 6: Conclusion & Assessment
- 9. Defining the Tension Action Step
- 10. Monsters in the Closet
- 11. Guidelines & Rules in Obliterating Dept
- 12. Debt Study & Classifying your Debts
- 13. Filling your Bucket Accumulating Wealth
- 14. Investing in your Account Overview
- 15. Austerity Month
- 16. Reducing Overhead Bonus Program
- 17. Streamlining Program
- 18. Monthly Connections Meeting
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Audios - Section 2
- 1. Fundamentals of Wealth
- 2. Razor’s Edge, Think and Grow Rich
- 3. It’s Never About You
- 4. 90%, See it Model & Prosperity Affirmation
- 5. Benefits of Care Plans
- 6. Preparing Care Plans
- 7. Profiling Case Studies
- 8. TLCisms & Lifetime Care
- 9. Objectives Territories of Care
- 10. Wellness Care
- 11. Stages of Care
- 12. Transition of Care & Anniversary Reports
- 13. Treatment Plans
- 14. Evaluating the Practice’s Operating Structure & Practice Wellness Indicators
- 15. Collection Percentage
- 16. Dollar Visit Average
- 17. Practice Indicators 3-14 & 3 Months to Increase Collections
- 18. 3 Months to Increase Collections
- 19. Monthly Practice Statistical Evaluation
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Audios - Section 3
- 1. Introduction of Delivering Finances
- 2. Overview Steps of Delivering Finances
- 3. NPR Dr. Group Report Delivering Finances
- 4. NPR Day 2 Drs Individual Delivering of Finances
- 5. NPR Dr Break out- WC/ PI Patient
- 6. NPR Dr Break out- Medicare Patient
- 7. NPR Dr Break out- Major Medicare
- 8. NPR Financial CA Finances Overview Delivering Finances
- 9. NPR CA Delivery of Policies in Group Delivering Finances
- 10. NPR Dr Individual Break out
- 11. NPR Dr. Handoff to Financial CA Delivering Finances
- 12. CA Delivering Financial After 1st Adjustment
- 13. NPR Financial CA 1 on 1 3rd Party Pay Patients
- 14. Family Plans
- 15. Wellness Plans and Financial Objection
- 16. What is not Included
- 17. Financial House Rules and Action Plan- Part 1
- 18. Financial House Rules and Action Plan- Part 2
- 19. Financial House Do’s and Don’ts
- 20. ChiroHealth USA
- 21. Financial CA Procedures
- 22. Financial Rescue Summary Tool
- 23. Toolbox for Patient Financial Policies
- 24. 3 Strike Rule
- 25. $200 Rule Tool
- 26. Toolbox Front desk and Financial CA Tools
- 27. Audits - How They Work and Safe Guarding your Practice
- 28. Audit Quality Control Checklist
- 29. Audit Quality Control Action Steps
- 30. SOAP Note Taking
- 31. Billing and Coding Made Easy
- 32. Other Outpatient Services
- 33. Therapeutic Procedure Codes
- 34. More Therapeutic Services
- 35. Modifiers
- 36. More on Modifiers
- 37. Common Coding Mistakes Coding and Setting Up Your Fees
- 38. Setting up your Fees
- 39. FAQ - In-house or Outsourced Billing and Checklist for Accountability
- 40. Terminology
- 41. Hiring the Financial CA
- 42. New CA Hiring and Training Rules
- 43. Training of the Financial CA Week 1
- 44. Training of the Financial CA Week 2
- 45. Training of the Financial CA Week 3 & 4
- 46. On Going Training of Financial CA and Checklist
- 47. Training of the Financial CA- Insurance Verification
- 48. Monitoring Financial CA Statistical Performance - Part 1
- 49. Monitoring Financial CA Statistical Performance - Part 2
- 50. Dr Quality Control for Financial Safety Checklist
- 51. Dr Quality Control for Financial Safety Reports
- 52. Training Financial CA Cycles of Financial Activities
- 53. Quality Control of Daily Deposit and Petty Cash Box
- 54. Training Financial CA - Processing Insurance Billing
- 55. Training Financial CA - Rejected Claims