1)Patient Initial Visit (w/ JPOS) 2)Insurance Return (Explanation of Benefits) 3)Billing A)Credit Card usage at initial visit B)That the Patients agree to the following verbiage or similar: Patient Signs Authorization for Dr. To Bill Remaining Amount Directly to Credit Card Doctor will encourage:

Currently… Office Manager Opens The EOB – If Needed, Recode & Resubmit. Entry, Generate Invoice, Mail… 4X Mailings, 72 days, 40% loss. Jan Visit… Payment In April! 1)Patient Initial Visit (w/ JPOS) 2)Insurance Return (Explanation of Benefits) 3)Billing

Sees Patients Per Day … (American Academy of Family Physicians) Bills 4 times Per Patient… Sends Invoices Per Day… Clear Window Envelope $.05 Paper/Ink/Printer $.09 Postage $.42 RAW COST = $.56 Plus Clerk Costs - $7/hr X 8 = $56.00/Day Best case scenario = $1/Per invoice Total --- $1280/Month **ASSUMING 80 INVOICES/DAY – 4 DAYS/WEEK 1)Patient Initial Visit (w/ JPOS) 2)Insurance Return (Explanation of Benefits) 3)Billing Quick Facts the average doctor… the average doctor…

SCENARIO 1 Practice receives EOB which states that Insurance will cover all but $38.10: I.Entry Clerk Pulls Up Patient And Makes Transaction Recur For Today For $38.10 II.Money in the Bank Jan Vs. Months Later 1)Patient Initial Visit (w/ JPOS) 2)Insurance Return (Explanation of Benefits) 3)Billing

From Activity Reports, we will look up the Original Transaction (the co-pay payment) with which the patient paid. We will use the stored card data, to collect the remainder. SCENARIO 1

Here is the transaction we were looking for. Notice there are three buttons on the right, we will click the one labeled Recur to perform the transaction. SCENARIO 1

Here are the transaction details for the original co-payment amount. We will click on the Convert Transaction To Recur. SCENARIO 1

… after pulling up the original May 10 th transaction, we can convert it into a one time recurring transaction to collect the outstanding $38.10 – The Number of Recurs is very important, if you are collecting an outstanding amount, you will enter 1. If you leave at 0 it will continue to make the transaction recur indefinitely. SCENARIO 1

1)Patient Initial Visit (w/ JPOS) 2)Insurance Return (Explanation of Benefits) 3)Billing SCENARIO 2 Practice receives EOB which states that Insurance will cover all but $38.10, but Practice receives EOB which states that Insurance will cover all but $38.10, but patient did NOT pay with a credit card: I.Doctor collects from patient via Online Bill Pay type solution (Order Form Generator) II.Again, Money in the Bank much sooner Vs. Months Later III.Saves thousands in billing costs by ing invoices

From: Dr. James Johnson Sent: Monday, January 31, :53 PM To: Subject: Invoice #754 Sarah Johnson 8424 Business Plaza Vancouver, B.C., V9W 2T2 INVOICE FOR: Annual checkup - Office Visit January 12 th, 2008 TOTAL PAYABLE: $35.10 Patient No Invoice No. 754 Date of Invoice: January 31 st, 2008 To be paid within 30 days of invoice date. Please pay invoice by logging on to: Enter your invoice number and payment amount, we will then prompt you for payment information. From: Dr. James Johnson Sent: Monday, January 31, :53 PM To: Subject: Invoice #754 Sarah Johnson 8424 Business Plaza Vancouver, B.C., V9W 2T2 INVOICE FOR: Annual checkup - Office Visit January 12 th, 2008 TOTAL PAYABLE: $35.10 Patient No Invoice No. 754 Date of Invoice: January 31 st, 2008 To be paid within 30 days of invoice date. Please pay invoice by logging on to: Enter your invoice number and payment amount, we will then prompt you for payment information. Doctor sends an to the patient with an invoice such as this, when they click on the link below… They could also create a PDF invoice and attach it to the (password protected) for extra security… Doctor sends an to the patient with an invoice such as this, when they click on the link below… They could also create a PDF invoice and attach it to the (password protected) for extra security… SCENARIO 2

Once they click on the link they are brought to this page where they enter the invoice number and payment amount on the received. SCENARIO 2

When they click continue, they will be prompted for their credit card information, including name, address, phone number, zip, etc. Continued next page… SCENARIO 2

… Customer Clicks Submit once Finished SCENARIO 2

… and here is the approval! SCENARIO 2