Office Flow
The foundation for every successful practice must be a sound financial policy. Clean, paid claims start with correct insurance and patient information gathering.
The Basics:
- Does your patient intake sheet have all the necessary questions to ensure you best serve your patient, and your services get paid by the insurance company?
- Do you have published office policies?
- Do you have a sound financial policy?
- Is it in writing?
- Do you give it to each of your new patients?
- Are you asking your patients the right questions when they come for each visit?
- Did their insurance change?
- Do they have a new address/phone number?
- Are you collecting co-pays & deductibles up front/at the time of service?
- Do your patients understand their insurance coverage?
- Do you know what it means to accept a patient's insurance?
- Are you in their network?
The best doctors/clinicians have the best practices. The best practices have the best cash flow and reimbursement. COPM can design office and financial policies for your practice. We can also train your office support staff to use these critical, basic tools.

