Using appointments to start your workflow in Rivet is a great way to set up your team with success in Rivet. Working this way, you can increase your upfront patient collections by having systematic processes in place to make sure the right estimates get created.
Configuring your view in appointments to consistently show the types of appointments you need to create estimates for is a great way to start. Not only can you filter out appointments that may not be relevant, it's also a great way to divide up the workload of creating estimates. You can configure your appointments to be sorted by provider, payer, appointment type, or location to delegate out this work to the best person for the job.
1. Setting up your views on the Appointment Table
The Appointment table can be used to see your upcoming appointments, or as a list to verify if a patient is eligible for his/her insurance, see what the copays will be and, by using filters, can be used as a worklist to determine which patients still need estimates.
Setting up your appointment view can be done in a variety of ways. Choosing filters to break up the work into simple views is a good place to start. Setting up your view to filter only the appointment types that you are generally creating estimates for is a best practice we recommend. In this example, we are sorting the appointments by appointment type and by the provider.
Click on “Estimates” followed by selecting “Appointments” from the dropdown menu.
Choose the date range for working appointments.
Add filters to your list to narrow it down into a manageable worklist
We are filtering by the provider, select “Providers” from the dropdown.
Scroll down to the “Providers” section
Select the providers you want to filter for
Next we are filtering by Appointment type, click on Add filter
Select “Appointment Types”
Scroll down to the “Appointment types” section
Choose the appointment type
Click “Create New View”
In the “Named” section, input a title, for this view example titled “My List”
Click on Save
Now we have a saved view and can come back to that at any time.
*This view will update with the selected filter options as new appointments load into Rivet.
2. Create useful appointment automation
Setting up what you can see with your view is a great way to stay organized in appointments. Setting up which appointments are displayed in the first place is another way to get more use out of the appointment list. You can choose how many days before an appointment you want Eligibility to run, giving your team the opportunity, when that patient is checking out, to be prepared and ready to collect on the estimate.
The last thing to note is you can create estimates from the appointment table. Here is how to create an estimate from the table.
Click on “Estimates” and select “Appointments” in the dropdown.
Click on options, once you have found the patient that you need, find the three dots to the very right of the table
Click on “New estimate” here you will find a quick and easy way to create estimates from your appointments table.
Appointments serve as a user-friendly, centralized hub for efficiently managing patients, generating estimates, and gaining a comprehensive and organized view of pertinent information.
If you have any additional questions about using Appointments, feel free to chat in or send an email to support@rivethealth.com.
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