Tracking and reporting at your fingertips!

As more patients are fit with hearing aids obtained through a managed care benefit, Blueprint OMS provides a streamlined way of tracking these patients along with their associated fitting fees and contracted service expiration dates (without affecting your ASP!).

In this article:

• Initial setup
• Processing managed care patients and sales
• Tracking plan expiration dates
• Reporting

Initial setup

Add your contracted managed care companies as Insurers under Setup > Insurers. Ensure they are classified with the Revenue group “Managed Care” and the Pays full amount checkbox is checked.

Add your managed care fitting fee service(s) under Setup > Pricing & Insurer coverage > Services.

For your managed care plans allowing routine service for a specified duration of time, create service plans under Setup > Service plans.

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Processing managed care patients and sales

Add the managed care company to the patient’s Insurers screen.

Add the hearing aids to the patient’s file under Hearing aids > Add aid > Patient existing aid.

Sell your managed care fitting fee(s) using the green Sale button in the main toolbar, on the left-hand side of the screen.

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Tracking plan expiration dates

Depending on whether your managed care plans contract for a duration of time or a specified number of visits, use one of the options below.

Duration of time

Right-click on a hearing aid in the patient’s file > Edit details to apply a Service plan for easy plan duration tracking.

-OR-

Specified number of visits

Patient drop-down menu > Edit note > Key in the number of appointments allowed for easy tracking of plan visits used. The note appears in multiple places for this particular patient including: the patient browser, the summary screen, the patient arrival notification, and as a text bubble when selecting the patient for an appointment.

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Reporting

Use any of the following reports (Tools > Reports) for in-depth insight into outstanding third party/managed care balances, number of managed care fitting services provided, managed care vs. private pay revenue, service plan expiration dates, and much more.

• Revenue Group Report
• A/R Aging Detail (Insurer)
• Insurer Transactions
• Sales by Income Account

Additionally, you can easily search for managed care plans expiring using a marketing campaign to target a service plan expiration date range.

Don’t forget! You can now send a customized mass email directly out of Blueprint OMS to these patients — notify them of their plan expiration and options for continued care.

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Please reach out to us if you have any questions or would like remote assistance with managed care tracking options.

Contact our training team (training@blueprintsolutions.us) for more information on seeing the effectiveness of your managed care referrals, battery count tracking, and block scheduling options.

Thank you.