Summary
When: Wednesday, December 23rd
Venue: Zoom Webinar
Join Michele Silcox, CMRS, and Chris Lowe, CMRS from the ABA Therapy Billing and Insurance Services Executive Team for a pre-recorded conversation regarding End of the Year Review and New Year Planning.
For your listening convenience, you can access the recording and download the PowerPoint conversation starters along with the checklist materials that they have prepared for you.
Included in this conversation will be helpful tips on reviewing, planning, and preparing as we end this year and start into the new year as organized as possible.
They will touch on End of the Year Review and New Year Planning for:
- Contracts and Credentialing
- Compliance
- Benefit Checks
- Authorizations
- Claims Submission
- Payment Posting
- Patient Responsibility
- Accounts Receivable Aging and Bad Debt Review
- Other Expense Considerations
- Budget and Year-End Info for your CPA
- Presenters: Michele Silcox, CMRS and Chris Lowe, CMRS
Watch Webinar
Downloads
- Slides: EOY Review Slide Deck (PDF)
- 1. EOY Contract & Credentialing Review (Word Doc)
- 2. Checklist: EOY Compliance Plan (Word Doc)
- 3. Checklist: EOY VOB (Word Doc)
- 4. EOY Authorization Review (Word Doc)
- 5. Checklist: EOY Claims Submission (Word Doc)
- 6. EOY Payment Posting Review (Word Doc)
- 7. EOY AR Review (Word Doc)
- 8. Checklist: EOY Patient Responsibility (Word Doc)
- 9. EOY Other Expense Considerations Review (Word Doc)
- 10. EOY Budget & CPA Information Review (Word Doc)
About Our Presenters
Michele Silcox, CMRS
CEO/Owner
With her 25+ year Accounting career, she quickly learned that the basic principles of Accounting apply across all industries. She developed a keen sense of controls and successfully managed teams of accounting staff in exceeding goals for all levels of back-office functions. With her experience and desire to help others, she is a seasoned, natural leader and trainer for employees, executives, and colleagues. Learn more.
Chris Lowe, CMRS
Executive Director, Service Operations
Chris was born and raised as a Colorado native, married for 24 years, and has two children (ages 17 & 15). She has worked in the HealthCare industry for 28 years and is passionate about customer service. She feels privileged to have worked in the ABA industry for the past 5 years and is looking forward to the next chapter in learning more about the world of Autism.
