Best Practices for Time of Service Collections for Healthcare Practices

  • Have trouble estimating payment balance at the time of service?
  • Have trouble  communicating with patients face to face regarding payments?
  • Do you know the best practices for using “Credit Card on File” to collect patient’s payment?
  • Do you have financial policy in place to make patients accountable for their balance?

The influx of high deductible health plans in 2014 have practices struggling to collect patient balances at the time of service. This webinar lays out the best practices for estimating patient balances, communicating with patients about their financial responsibilities and collecting remaining balances when the insurance plans pay.

Topics covered:

  • How and when to have “The Money Talk” with patients
  • A Financial Policy that gets the job done
  • Becoming expert at estimating patient balances
  • How to use an Advance Beneficiary Notice (ABN) for non-Medicare patients
  • When patients opt-out of using their insurance
  • Using a Credit Card on File Program to collect patient balances in 35 days or less


  • Access to recorded webinar and presentation material
  • Continuous education credit


Live Date: 3/12/2014

Duration: 50 Minutes

Speaker: Mary Pat Whaley, FACMPE, CPC

Mary pat







With 25+ years managing physician practices of all sizes and specialties in the private and public sectors, Mary Pat Whaley is one of the preeminent practice management consultants in the United States today. In addition to her Board Certification in Medical Practice Management, she is also a Certified Professional Coder and a Fellow in the American College of Medical Practice Executives.

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Best Practices for Time of Service Collections for Healthcare Practices


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