Strategies for Effective Fee Assessment and Collection for Clinical Services

This handout offers strategies and considerations for effective fee collection for clinical services with sample language for written and verbal client communication on financial issues. Cardea Click here

Meeting Data Collection Requirements: Management, Billing and Reporting

Clinics that are initiating or expanding billing can use this document to guide billing and reporting to state and federal funders. STD TAC Click here

Work Flows

Clinic Confidential Billing Algorithm

This sample algorithm or flowchart can help clinics incorporate third-party billing into the clinic protocols while maintaining confidentiality for their patients. STD TAC Click here

Lab Confidential Billing Algorithm

This sample algorithm or flowchart can help public health labs incorporate third-party billing into the lab protocols while maintaining confidentiality for their patients. STD TAC Click here

Co-Pays

Sample Co-Payment Policy

A sample co-payment collection policy that describes when and from who co-payments should be collected and when they may be waived. STD TAC Click here

Collecting Co-Pays and Applying Sliding Fee Scales: A Job Aid for Front Desk Staff

Developed for front desk staff, this job aid presents five steps for collecting co-pays and applying sliding fee scales at an agency. It also answers four frequently asked questions about how agencies can collect co-pays from clients who have insurance. Family Planning NTC Click here

Cash Control Policy and Procedures

A sample cash policy that includes procedures, guidelines, and explanations for handling, processing, and safeguarding cash payments. STD TAC Click here

Sample Forms

Sample MOA

This MOA template is designed to assist STD clinics structure a referral agreement with another health care provider for clinical services. STD TAC Click here

Sample Compliance Plan

Sample patient communication materials to communicate changes in payment policy. Includes FAQs, and sample signs for STD clinics. Click here

Sample Sliding Scale Fee Structure

Sample sliding scale fee included in their billing guide for FY 2019. Buncombe County Department of Health Click here

Sample Billing Ledger

A sample spreadsheet to track patients accounts and payments. Includes instructions and data security steps. STD TAC Click here

Sample Policies and Procedures

A sample template for written policy and procedures for billing and reimbursement of clinical STD services. STD TAC Click here

Sample Cash Control Policy and Procedures