Best Practice Guidelines: Medical | Dental | Allieds

The following diagram illustrates all the checks needed to ensure that all critical business processes are successfully completed. This chapter provides a basic summary of the tasks that need to be completed daily, weekly, and monthly.

Daily Procedures

Use the following activities as a guideline to start defining daily procedures:

1. Making and managing appointments
2. Capture all the day's invoices and payments
3. Print and post the day's statements
4. SMS / email patients
5. EDI Feedback and follow-up of the previous day's EDI batches
6. End all cash register sessions
7. Reports (Compare totals)
   
8. Send EDI
9. Daily Backup

Weekly Procedures

Use the following activities as a guideline to start defining weekly procedures:

1. Restart the server
2. Medprax update
3. Capture Medical Aid remittances
4. Do linking of unallocated/unlinked receipts
5. Do credit control on outstanding accounts
6. Send SMSs and email statements
7. Weekly backup

Monthly Procedures

Use the following activities as a guideline to start defining monthly procedures:

1. Make sure all the invoices and receipts for the month are finished
2. Do bank reconciliation (if applicable)
3. Calculate interest (if applicable)
4. Do handovers (if applicable)
5. Write-off small amounts
6. Linking of unlinked receipts
7. Patient refunds
8. Archive accounts
9. Do month-end procedure (if applicable)
10. Send SMSs and print statements
11. Reports
12. Monthly backup

Healthcare Management Internal Controls

GoodX provides the practice manager with vast reporting capabilities in the program to ensure that all critical business processes have been completed successfully. The above diagram provides the practice manager with a systematic checklist as a reminder of the final steps & checks that need to be completed. 

(For further information, the Healthcare Management Internal Controls guidelines book can be downloaded.)