Best Practices for the Financial Experience Between Clients and Providers

Best Practices for the Financial Experience Between Clients and Providers

The client's financial experience is the process of making sure that patients have all the information they need to make informed decisions about how they will pay for the care they receive.

 

 

Financial Experience

Offering clients a financial experience that is positive, easy to understand, and reflects their unique needs is critical to the long-term success of your business.

The ways in which you can reduce barriers when a client is paying for your services are many and varied, but here are three of the most impactful ways you can improve their experience.

Communicate transparently and effectively

Make sure your clients understand their options and take the time to explain billing matters in plain language. For example, provide a breakdown of the cost of care before treatment begins. This will allow clients to understand what they are responsible for and budget accordingly. Having discussions about finances early on in the treatment process will allow clients to voice any concerns they may have and work with you to find solutions that fit their needs.

Be responsive to questions and concerns

Make it easier for clients to access information about their bills and payments. This can be done by:

  • Providing detailed information on their invoices, including a breakdown of charges
  • Making it easy for clients to find contact information for someone who can answer questions about their bill.
  • Providing clear, concise billing statements that are easy to understand and communicate any changes in charges or procedures.
  • Avoiding surprise costs by providing a complete list of services provided at every visit, including services rendered while the client is waiting

Offer different payment options when possible, and work with patients to find solutions that fit their budget constraints

Enabling contactless payments is a must in today’s world. Offering clients the option to pay online will make your business stand out and be more competitive. Trends show that clients nowadays would prefer to pay their medical bills online, but they may not know that this is an option. Make sure your website and/or billing software offer a way for clients to pay their bills electronically. Please consider the following:

  • Payment plans offer patients the flexibility they need and want.
  • Online payments allow patients to pay anytime from anywhere on any device.
  • Your practice can process payments from patients more easily with a credit-card-on-file program.
  • Scheduled reminders notify patients of their payment status so they know when to expect them.

Overall, providing better customer service to clients throughout their interactions with your business is a must. It’s no secret that the quality of customer service can make or break a business. The same is true for private practices. Clients want to feel they’re being heard and that their concerns are valid. They also want to feel they’re able to communicate with their care team without feeling intimidated.

Facilitating your business’s growth is very important for us here at CompanyOn. Our billing processes can help you accomplish the above goals and much more. To learn more about how you can improve your client’s financial experience with us click here.

At CompanyOn, we’re committed to supporting our community of solo practitioners. If you have a topic you would like us to research and discuss on, please let us via our social media.

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Health & Safety: What’s in Your First Aid Kit?

Health & Safety: What’s in Your First Aid Kit?

As a business owner, you’re responsible for providing first aid at your workplace when incidents happen. Whether minor or major injury occurs, have appropriate first aid equipment, supplies and attendants readily available that meet the needs of your worksite.

 

 

First Aid Kit

By providing initial and immediate care for injured employees, the possible severity of the injury can be lowered and a workplace fatality could even be prevented.

What are the first aid needs for my Company?

In order to determine the first aid needs for your workplace, perform an assessment.

The assessment outlines the hazards in the worksite, barriers to obtaining and the type of first aid treatment that will be needed if it should arise.

Check out WorkSafe BC on the 6 steps to first aid assessment that include:

  • The number of workplaces
  • Workplace hazard rating
  • Travel time to a hospital
  • Number of workers on a shift
  • Required first aid services for your worksite
  • Review your assessment

The assessment’s results will outline minimum levels of first aid, appropriate supplies, equipment and first aid attendants that may be needed for your site. From there, develop your procedures that outline how nurse practitioner employees call for first aid and where to find it.

Don’t Forget the Training

For solo practitioners owners, providing employees relevant training and supervision is key with emergency planning. Check out General Duties of Employers in the Workers Compensation Act for more information.

One aspect of training that works well for employee understanding and retention of procedures is having mock drills. Drills are a great way for staff to learn how to apply their knowledge and respond to incidents more confidently. Hold a staff de-briefing or huddle afterward, ask for input on what went well, and what could be improved, and amend where needed.

Where there’s involvement in safety, employees feel more confident with their roles and content with their employer. Active participation is a success in safety and builds positive momentum and motivation. Keep the motivation going and notice higher morale and productivity results. As the employer, providing training demonstrates your commitment to worker safety and supports a positive culture where employees can participate, build skills and feel empowered.

Want to learn more about Health & Safety? visit The Safe Way – Workplace Safety.

Disclaimer: This information is provided in an attempt to heighten sensitivity, increase awareness, and enhance judgments on this topic. We encourage our audience to contact their legal advisor and regulatory body to learn more. 

Resources

First Aid Requirements. WorkSafeBC. (2021, April 22). Retrieved March 30, 2022, from https://www.worksafebc.com/en/health-safety/create-manage/first-aid-requirements 

General Duties of Employers. Workers Compensation Act. (n.d.). Retrieved March 30, 2022, from https://www.bclaws.gov.bc.ca/civix/document/id/complete/statreg/19001_02#section21 

About the Author

Margo Wipf,

Margo Wipf,

Programs Director, The Safe Way – Workplace Safety and Human Resource Corporation

Margo is a solutions and values-based safety consultant and Director of Programs with The Safe Way – Workplace Safety and Human Resources Corporation. Her safety company’s vision is to ensure safe work behaviours and environments for all workers, including the continuing care sector.

She excels at helping business owners establish a system to identify risk management issues, employment standards; Worksafe requirements, and much more. 

Her method of approach is what sets her apart; she coaches, motivates, and builds relationships that promote safety culture and mitigate risk. She collaborates with solo practitioners creating safety policies and procedures that fit company needs and meet regulatory compliance. For the solo practitioner, these deliverables save money, provide peace of mind, and more time to focus on business and client needs.

To learn more about Margo and how she can help your business, please visit her website at www.thesafeway.ca

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How to streamline the admission process and collection of client information

How to Streamline the Admission Process and Collection of Client Information

Have you ever wondered how to increase efficiencies when admitting a new client? In any industry, at any time, it is important to consider ways to improve your business processes.

 

 

Online forms

As a solo practitioner, this task seems even more crucial. The ultimate goal as a healthcare provider is not just to provide the best care possible for our clients, but to do so in the most simple and painless way.

Using automation tools as a way to collect and keep patients’ information current has helped many providers realize benefits. Costs are lowered by eliminating manual processes because it’s faster and less error-prone while improving customer experience that leads to higher retention rates.

Here are other benefits healthcare providers are seeing as a result of using automation and electronic processes for the admission and collection of client information:

Reduced Paperwork

Digital healthcare documents are designed to eliminate paperwork by collecting and storing patient information in one place and use automated data collection to save you time.

Accurate chart recording and time-saving at the point of care

Paper documents are susceptible to human error. A common example is entering dates incorrectly, particularly in the case of handwritten forms. use automated data collection to allow patients to complete forms prior to their visit. Clients need no longer to complete paperwork before they are cared for.

Retain & Export Data

The best document automation tools have the ability to retain (or “archive”) your documents so that you never lose access to the information you’ve already recorded. You can also export patient data to share with other healthcare providers, doctors, patients, and more.

Security by design

Solutions that provide data encryption, permission-based security, and other common security features are vital. What sets a secure digital documentation solution apart is its ability to help you meet your professional obligations when it comes to privacy and confidentiality.

Scaling your business

By streamlining the way you admit clients and collect information, you are building a competitive business. This process in itself could translate to more client acquisition, more referrals, and more revenue. You will be creating a path for growth for your entire practice.

Facilitating your business’s growth is very important for us here at CompanyOn. Our online forms feature can help you accomplish the above goals and much more. To learn more about how you can streamline admitting and collecting client information, please click here.

At CompanyOn, we’re committed to supporting our community of solo practitioners. If you have a topic you would like us to research and discuss on, please let us via our social media.

Ready to make the switch?

Try Our Platform Free for 14 days.

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Health & Safety: What do I do After a Staff Member Gets Hurt at Work?

Health & Safety: What do I do After a Staff Member's Been Hurt at Work?

As the owner of your business busy with maintaining quality patient care, the last thing you want to have to deal with is a workplace incident.

 

 

Health & Safety

When workplace incidents happen, they can lead to injury, illness or damage. The associated costs can be substantial for the injured worker, their families, co-workers and the business. For the employer, the outcome may include increased WorkSafe BC claims, premiums and administrative penalties.  For incidents that result in an injury or had the potential for causing a serious injury, it’s the employer’s responsibility to conduct an investigation.  Investigations help determine what happened, the cause and hazards and how to prevent similar incidents from occurring again.

Do you Know the Four Stages of Conducting an Investigation?

Employers’ responsibilities include conducting investigations and reporting incidents to WorkSafe BC. Depending on the type of incident and it’s severity, the employer may also need to immediately report it to WorkSafe BC.  Check out WorkSafe BC’s site for their Employer Incident Investigation Report (EIIR) and its associated Guide for Completing the EIIR to help you through the process. The EIIR captures relevant incident information and is divided into four stages of an investigation:

  1. preliminary
  2. interim corrective actions
  3. full investigation
  4. full corrective action

What are the Benefits of an Investigation?

Investigating incidents is a consultative process between employer and worker representatives. Participating in investigations lands within joint health and safety committee duties. Those who perform an investigation should be knowledgeable with workplace processes, policies and practices and OH&S legislation among other key sources of information. The process involves breaking down what happened and the “why’s” of an incident. Relevant information is gathered and analyzed and the root cause and contributing factors are determined. From this, the employer can implement a corrective action plan with accident prevention.  Other benefits from conducting an investigation are:

  • Prevents recurrences
  • Identifies gaps in safety procedures
  • Identifies safety trends
  • Improves safety awareness

Let’s Talk About Safety at Work!

When the employer investigates incidents, it showcases their commitment to the process, meeting legal requirements and supports due diligence. For nurse practitioners, whether you’re an employee or employer, take part in brief, regular and frequent proactive safety talks. Check out SafeCare BC’s Safety Huddles page for ways to engage staff on conversations about workplace health and safety. This increases hazard recognition and reporting, employee understanding of work procedures and safety culture.

Want to learn more on Incident Investigations? Contact Margo Wipf with The Safe Way – Workplace Safety for accident investigation training.

Disclaimer: This information is provided in an attempt to heighten sensitivity, increase awareness, and enhance judgments on this topic. We encourage our audience to contact their legal advisor and regulatory body to learn more. 

Resources

Conducting an Employer Investigation. WorkSafeBC. (2021, February 22). Retrieved February 13, 2022, from https://www.worksafebc.com/en/health-safety/create-manage/incident-investigations/conducting-employer-investigation

Reporting incidents to WorkSafe BC. WorkSafeBC. (2021, April 22). Retrieved February 13, 2022, from https://www.worksafebc.com/en/health-safety/create-manage/incident-investigations/reporting-incidents-worksafebc

Employer Incident Investigation Form. WORKSAFEBC. (2021, April 22). Retrieved February 13, 2022, from https://www.worksafebc.com/en/resources/health-safety/forms/incident-investigation-report-form-52e40?lang=en

Guide for Completing the EIIR. WORKSAFEBC. (2021, April 22). Retrieved February 13, 2022, from https://www.worksafebc.com/en/resources/health-safety/forms/incident-investigation-report-form-guide-52e40?lang=en

Safety Huddles. Safecare BC. (2019, December 11). Retrieved February 13, 2022, from https://www.safecarebc.ca/safetyhuddles/

About the Author

Margo Wipf,

Margo Wipf,

Programs Director, The Safe Way – Workplace Safety and Human Resource Corporation

Margo is a solutions and values-based safety consultant and Director of Programs with The Safe Way – Workplace Safety and Human Resources Corporation. Her safety company’s vision is to ensure safe work behaviours and environments for all workers, including the continuing care sector.

She excels at helping business owners establish a system to identify risk management issues, employment standards; Worksafe requirements, and much more. 

Her method of approach is what sets her apart; she coaches, motivates, and builds relationships that promote safety culture and mitigate risk. She collaborates with solo practitioners creating safety policies and procedures that fit company needs and meet regulatory compliance. For the solo practitioner, these deliverables save money, provide peace of mind, and more time to focus on business and client needs.

To learn more about Margo and how she can help your business, please visit her website at www.thesafeway.ca

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Try Our Platform Free for 14 days.

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What’s a Health and Safety Program And Why It Is Important for Your Business?

What’s a Health and Safety Program? and Why It is Important for Your Business

As the owner of your business, being compliant with health and safety regulations includes having a safety program in place.

 

 

Foot Care Nurse

This written plan of action captures the practice commitment to identifying hazards and preventing injuries. Whether your company needs a formal or informal plan depends on staffing numbers and the risk involved with the work performed. In today’s workforce, especially within health care, COVID-19 adds additional risk and challenges.

Following Public Health Officer’s orders and updating your COVID-19 safety plan, is always a good idea. Check out the following Health Care related COVID-19 resources:

What are the Benefits?

Now more than ever, maintaining a safe and healthy work environment is a daily challenge. For solo practitioners, implementing a safety program can counter these challenges by addressing the hazards with appropriate control measures. When measures are in place, you would feel better supported and safer while performing your job. Other perks include:

  • Supports good business practices
  • Improves worker motivation 
  • Lowers injury rates 
  • Reduces risk
  • Promotes safety culture

WorkSafe BC has useful resources available on safety documentation, including developing a health and safety program and implementing a formal health and safety program.  Ensure you complete WorkSafe BC’s Due Diligence Checklist and confirm your documentation.

It takes Buy-in to Be Successful

It takes involvement and consultation from all levels, and most importantly, input from colleagues and your own experience for the development and implementation of a successful program. Ask for their opinion and concerns and draw upon their shared experiences to help mold your own program. 

Other ways to be successful:

  • Have constant and consistent communication  
  • Be transparent
  • Promptly address concerns 
  • Educate yourself and staff constantly
  • Incentivize hazard reporting

Once a safety plan is developed and implemented, be sure to regularly review to close any control gaps. Provide yourself and any staff training on the risks and control measures involved with the work you all perform and confirm their understanding.

Need assistance with developing and implementing a safety program in your workplace? Margo Wipf with The Safe Way – Workplace Safety can assist you and your team with creating a plan that meets your business needs and regulatory compliance.

Disclaimer: This information is provided in an attempt to heighten sensitivity, increase awareness, and enhance judgments on this topic. We encourage our audience to contact their legal advisor and regulatory body to learn more. 

Resources

Covid-19 safety plans: What you need to know. Safecare BC. (2022, January 12). Retrieved January 17, 2022, from https://www.safecarebc.ca/2022/01/12/covid-19-safety-plans-what-you-need-to-know/ 

Health Care. WorkSafeBC. (2022, January 9). Retrieved January 17, 2022, from https://www.worksafebc.com/en/covid-19/industry-specific-information/health-care 

Community-based health care. BC Centre for Disease Control. (n.d.). Retrieved January 17, 2022, from http://www.bccdc.ca/health-professionals/clinical-resources/covid-19-care/clinical-care/community-based-health-care 

COVID-19 Prevention. WorkSafeBC. (2022, January 7). Retrieved January 17, 2022, from https://www.worksafebc.com/en/covid-19/covid-19-prevention 

Health & Safety Programs. WorkSafeBC. (2021, April 22). Retrieved December 30, 2021, from https://www.worksafebc.com/en/health-safety/create-manage/health-safety-programs 

Due Diligence Checklist. WORKSAFEBC. (2021, April 22). Retrieved December 30, 2021, from https://www.worksafebc.com/en/resources/health-safety/checklist/due-diligence-checklist?lang=en 

How to Implement a Formal Occupational Health and Safety Program. WORKSAFEBC. (2021, April 22). Retrieved December 31, 2021, from https://www.worksafebc.com/en/resources/health-safety/books-guides/how-to-implement-a-formal-occupational-health-and-safety-program?lang=en

About the Author

Margo Wipf,

Margo Wipf,

Programs Director, The Safe Way – Workplace Safety and Human Resource Corporation

Margo is a solutions and values-based safety consultant and Director of Programs with The Safe Way – Workplace Safety and Human Resources Corporation. Her safety company’s vision is to ensure safe work behaviours and environments for all workers, including the continuing care sector.

She excels at helping business owners establish a system to identify risk management issues, employment standards; Worksafe requirements, and much more. 

Her method of approach is what sets her apart; she coaches, motivates, and builds relationships that promote safety culture and mitigate risk. She collaborates with solo practitioners creating safety policies and procedures that fit company needs and meet regulatory compliance. For the solo practitioner, these deliverables save money, provide peace of mind, and more time to focus on business and client needs.

To learn more about Margo and how she can help your business, please visit her website at www.thesafeway.ca

Ready to make the switch?

Try Our Platform Free for 14 days.

See CompanyOn in Action

Schedule A Free 1:1 Personalized Demo