PDCflow Workflows
Healthcare and medical facilities who want to gather an insurance card and copay together.
See the workflow step-by-step
Your challenge
- Patient check-ins take too long.
- Insurance can change from one visit to the next.
- Copays or outstanding balances can sometimes be overlooked or forgotten.
- Concerns about digital communication security and HIPAA compliance.
What's going wrong
- Filling out paperwork at check in can cause delays, especially if patients don’t arrive on time.
- Patients might forget to update you on a change of insurance, or forget they owe a copay.
- Two processes—one for gathering a photo of an ID card and another for payments—mean it’ll take extra time to log into your different software accounts, upload pictures or process a payment.
- Your electronic communication processes aren’t secure and HIPAA compliant.
What you'll need
- Flow for eSignatures with Payments Added
What you'll do
- Communicate with patients via email and SMS.
- Securely request insurance card and ID photos from patients ahead of a visit.
- Securely receive a copay ahead of a patient visit.
- Send HIPAA compliant esignature requests.
- Deliver privacy policies or other documents ahead of a visit.
HOW YOU'LL DO IT
- Create PDCflow template
- From the PDCflow Dashboard
- Your patient’s experience
- Get detailed reporting
Configure a new Flow template.
- Click on New Template.
- Choose the settings and fields to include on the template.
- Customize any labels on fields as needed.
- Customize email messaging for the request.
- Choose file type of Image.
Staff can choose the Flow template.
- All fields and messages are locked down.
- Staff enters email and/or mobile phone number, patient name, and 2-factor authentication PIN if needed.
Your patient receives the email.
- Customized with your logo and branding.
- Uploads the image of their insurance card.
- Enters payment information and authorizes copay.
- The patient can send a copy to themselves or view the audit report.
Review Flow report
- Pull up details on all Flows.
- Know the status, history, and delivery method of any Flow.
- View and download an audit report as needed.
The problems you will solve
- Reduce check-in time across the board by collecting an insurance card and copay before patients arrive.
- Save money on software by using PDCflow for photo and file upload requests, payments, esignatures, and document delivery.
- Reduce staff training time. PDCflow is easy to use and combines processes, so you need fewer software tools to get the job done.
CUSTOMER REVIEWS
Who used it & real-life benefits
“Great customer service. System is very easy to work with.”
CONNIE D.
AVP of Patient Accounts
“I like the use and the ease of this software! The automatic payment plans make it easy for patients. They can start and stop a schedule at anytime. ”
KATIE K.
Billing, Medical Practice
“Supports my business very well. I chose PDCflow for their HIPAA compliance and affordable monthly rates.”
MEHAR G.
Owner, Medical Practice
Want to know more about PDCflow Software?
Press ▶️ to watch our explainer video
See how our Flow Technology can create a one-step workflow for your contracts/invoices and payments. Book a demo today.
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ONE-STEP PROCESS
Consolidate multi-step processes into one easy step for your staff and customers. Eliminate the need for multiple software vendors. Send all your business transactions in one Flow smart request.
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