It’s almost that time of year again – New Years! And with the New Year comes the new benefits year for many Extended Healthcare Benefits plans. We all know what that means: The mad dash to get our EHC clients scheduled, attending and feeling better! Let’s end 2018 with a bang in your client’s health and company revenue.
You are probably thinking to yourself –Totally agree, but how do I even know who I should be scheduling and if there is available coverage left to be used?
We hear you. It’s the holidays, and between shopping, work and social events, gift wrapping, potluck cooking and cleaning – this is just one more thing on the long list of end-of-year tasks.
What many don’t know is that your clients won’t be expected to have more out-of-pocket expenses. In fact, Universal Office can help you meet these goals!
Here are three easy steps that will help you utilize Universal Office to help with end-of-year EHC needs.
Step 1: Get Clients Attending
First, let’s identify the patients that need to attend. Across the board, the criteria would be active patients – no future appointments scheduled and unused treatment remaining. Sound complex? Not when there’s a report for that! Check out the EHC Remaining Qty Without Future Appointments report.
If you haven’t already utilized this feature, then let’s make this part of your New Year’s resolution. EHC plans are a great clinic management tool that allow to view available coverage per provider, per service, per year. This helps ensure patients do not exceed their maximum coverage limits before being notified that they will be incurring out-of-pocket expenses. Increase client satisfaction and decrease company revenue losses by keeping clients up to date.
To learn all there is to know about EHC plans, check out our Create and Modify EHC Treatment Plan knowledge base article.
Step 2: Communication is Key
Let your clients know you are thinking of them – electronically. eBroadcast is the electronic notification system in Universal Office that will send scheduled appointment conformation, remind patients via SMS and email about their upcoming appointments, send birthday email notifications, and more.
Research shows that when patients receive notifications, they are 23% more likely to attend and 25% less likely to “no show”. Simply put, multiple notifications are better at improving attendance than just one.
Keeping patients engaged and notified builds strong client relationships. Notifications remind clients you are thinking of them. This is one of the easiest ways to grab their attention.
Decrease administration workload for your staff and streamline communication. Easily automate reminder appointment calls, next appointment cards, printing invoices and receipts, and more.
For more information on engaging patients with email notifications, check our blog post Plan to Engage Your New Patients with Follow-up Emails.
Did you know that eBroadcast also integrates with MailChimp? To learn why you want to use MailChimp, check out the 5 Reasons You Need To Be Using MailChimp blog post.
To learn everything there is to know about eBroadcast, see Emails and SMS notification articles.
Step 3: Be Understanding and Generous
The holidays is likely a financially limited period for everyone, so what better way to give back than to offer discounts and promotions!
Offering discounts and specials on services is a great way to generate buzz about your clinic. These special offers can let clients get a service that, under normal circumstance, they may not be able to afford. It’s an excellent way to introduce new patients to your practice, too! They’ll get a taste, and with your great service will come again and again.
Why should specials be limited to the holiday season? Offers like refer-a-friend programs can be very successful – as many colleagues will refer their co-workers (who usually have the same benefits plan and packages) to limit out of pocket expenses. Show your patients that you care by offering special discounts on their birthday and by following up on their care.
This generosity is not only limited to clients, but staff alike! Get staff motivated and feeling appreciated by acknowledging their efforts. According to Forbes, keeping your employees happy will boost their productivity by 12%. Small gestures go a long way, and can make all the difference in staff and client experience – as well as rebooking rates!
Taking advantage of the last days before the new benefits year begins doesn’t have to be a tedious task.
Universal Office makes it easier than ever before to customize the experience you give your clients AND your staff.
