Client Evaluation Form
Medical Practice Solutions
1. General Information
Legal Name of Practice (*)
Please type your full name.
d/b/a (*)
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Address
Street (*)
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PO Box
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City (*)
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Zip Code (*)
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Telephone (*)
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Fax
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E-mail (*)
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Name/Title Principal Contacts (*)
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2. Practice Information
Location(s) of Practice (*)
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Type of Practice (Specialties) (*)
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Number of Physicians (*)
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Number of PA’s (*)
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Number of Nurse Practitioners (*)
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3. Billing Information
Internal or External Billing Service (*)
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If External
Name of Billing Service
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Renewal Date (if any)
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Any Notice Required: No/Yes
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Current Rate/Payment
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Who does Encounter Entry
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Number of Encounters per Year
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Total Charges per Year
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Total Receipts per Year
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4. Accounts Receivable
Over 120 - $ (*)
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90 - 120 - $ (*)
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60 - 90 - $ (*)
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30 - 60 - $ (*)
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5. Insurance Information
What insurance carriers are you currently contracted with? (*)
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Do you have a high percentage of patients with Medicare? (*)
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Do you have a high percentage of patients that are self pay? (*)
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6. Software
What is your current software program? (*)
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Can it be accessed remotely? (*)
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7. General Questions
What is your reason for obtaining a quote from Medical Practice Solutions? (*)
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What are your expectations of a billing service? (*)
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