ASSESSMENT

Practice Assessment Questionnaire

Please Fill Out Our Assessment To The Best Of Your Ability

Dr. CVs

ACCOUNTANT

ATTORNEY

STATISTICS: YEAR-TO-DATE

Average Number of New Patients per Month  

Number of Active Patients

Monthly Charges (average)

System Summary

Monthly Collections (Average)

Insurance Forms Processed/month

Ins. Aging Sum

List of Plans

Aging Rpt Sum

Do you use a billing service

Agreement

If yes,

COMPUTER SYSTEM

ATTACH  
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MARKETING

Advertising

Patient Satisfaction Ques

ATTACH  

Focus Groups

Practice Brochure

ATTACH  

Patient Info Brochure

ATTACH  

Logo 

ATTACH  

Seminars/Speakers Bureau

Tracking Systems

INSURANCE

General Liability

Professional Liability

Automobile

Umbrella

Workers Corp

Comprehensive Ins. 

Fire,burglary,,.

Fidelity Bond (employee)

Multi-peril Package

Health Insurance

Disability Insurance

Overhead Insurance

DATA FORM FOR PROVIDERS

1. Copy of C.V. for each provider with Month/Year for education & work history

2. Copy of each providers:

3. Numbers for each provider

5. New Corporation Information

B. Copy Bank Letter noting name of account, tax ID, bank account number and bank routing number, signed by a bank representative (2 original letters)

6. List of hospitals, phone, and Addresses where each provider has privileges:

7. Previous information – used for filings before new corporation

13. CLIA Information:

14. List of Managed Care Plans each provider participates in as well as products they participate in, plans web portal User Name and Password for each plan, and reimbursement and provider numbers for each.

15. List of top 30 most common CPT codes for the practice

List of Leverage Points that make doctor unique and can create leverage with managed care plans to use for contract negotiations.

NOTE: Make additional copies for each provider as needed.

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