← Back to the playbook library

ClinicCash handling and close

Collect patient payments at check-in

The problem

Copays and balances get skipped and turn into collections later.

Steps

  1. Verify insurance and estimate the copay before the visit
  2. Ask for payment at check-in in plain words
  3. Show any prior balance on the screen and ask about it
  4. Offer a card on file option
  5. Log any skipped collection with a reason

Browse all 120 playbooks

The Morning Count

Each weekday before you open: one playbook, why it matters, and the one thing to try today. Takes three minutes to read.