Updates made in Version 5 - 4/15/25

Updates made in Version 4 - 10/22/24

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

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

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