business basics Stacey Whitcomb business basics Stacey Whitcomb

Business Basics: Ask A Biller: What A New Practitioner Should Consider, With Cortney Nedeau

Are you a new practitioner and getting ready to launch your clinical practice? Maybe you are not so new, worked for someone else and are now ready to experience the entrepreneurial life. Taking insurance might help you get to financial stability much more quickly…. depending on where you live.

I interview Cortney Nedeau in this episode who owns PDXpert Medical Billing in Portland, Oregon. I learned SO much and am excited to share with you information that we did NOT get in school.

Are you considering taking insurance to jump start your acupuncture practice? Here are some things to consider that I bet you didn’t learn in school.

ACU-057 Are you a new practitioner and getting ready to launch your clinical practice? Maybe you are not so new, worked for someone else and are now ready to experience the entrepreneurial life. Taking insurance might help you get to financial stability much more quickly…. depending on where you live.

I interview Cortney Nadeau in this episode who owns PDXpert Medical Billing in Portland, Oregon. I learned SO much and am excited to share with you information that we did NOT get in school.

you’ll learn

  • Why most billing companies don’t want to work with you.

  • What credentialing means and how and where to do it.

  • Why you should be familiar with your “scope of practice” and the people who wrote it.

  • Why it’s important to belong to your state organization.

  • What diagnosis, CPT and E&M codes are.

  • Why it’s important to have a non-discriminatory policy for providers in your state’s regulations.

  • How to find out if your state has a non-discriminatory policy for providers.

  • Lastly, we do a deep dive on our treatment codes. They are time based, but should also be treatment based.

Did you know that the monthly newsletter contains even MORE helpful information than the Podcast??

Be sure to subscribe so you don’t miss a thing!

    today’s guest

    COURTNEY NADEAU

    Cortney founded PDXPERT Medical Billing LLC (PMB) in 2016. It was born out of a desire to help practitioners create a more fulfilling practice and become a leader in business ownership & ethical business practices. Cortney worked in the alternative health care field for 14 years as a massage therapist and witnessed the hurdles in building and sustaining a thriving practice. She retired as a practitioner and spent 5 years training as an insurance biller and manager in a multi-disciplinary clinic before launching her own business. Cortney seeks to provide a more cohesive bridge between practitioners, clinic owners and medical insurance providers so that patients can receive better and more comprehensive care, and their providers are properly valued for their work. 

    Cortney grew up in a military family and was learning about contracts and organizing files at 8 years old. Her father, a brilliant nuclear engineer who spent two decades on a nuclear submarine and another two decades at a nuclear power plant in Arizona, is a shining example of having a good work ethic and a positive attitude. It was through his guidance that Cortney developed her meticulous sense for detail, and her mother’s tenacity and perseverance has certainly influenced Cortney when dealing with insurance companies. These traits are essential in this work and she delights in utilizing them to help people navigate the business of health care. She advocates for a more transparent and honest system, one that educates health care providers in school and sets everyone up for greater success.

    Cortney lives in Portland with her husband, son and two perfect dogs, and loves all that the Pacific Northwest has to offer.

    Resources

    • TRY JANE HERE! BE SURE TO USE THE CODE ACUSPROUT1MO AT SIGN UP.

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    business basics, Clinic Stacey Whitcomb business basics, Clinic Stacey Whitcomb

    Business Basics: Proper Medical Documentation For Your Acupuncture Practice with Stacey Whitcomb LAc. and Megan Lindsey DACM

    Proper medical charting is crucial in maintaining accurate and organized records for your acupuncture practice.

    This highly requested episode comes on the tails of episode 055 where Megan and I discussed treating multiple patients an hour. As a result of that episode I got a lot of requests to review proper medical charting and specifically what should be in the re-evaluation. Listen in as Megan and I discuss proper medical charting for your acupuncture practice.

    Proper medical charting is crucial in maintaining accurate and organized records for your acupuncture practice.

    ACU-056 This highly requested episode comes on the tails of episode 055 where Megan and I discussed treating multiple patients an hour. As a result of that episode I got a lot of requests to review proper medical charting and specifically what should be in the re-evaluation. Listen in as Megan and I discuss proper medical charting for your acupuncture practice.

    Did you know that the monthly newsletter contains even MORE helpful information than the Podcast??

    Be sure to subscribe so you don’t miss a thing!

      you’ll learn

      • Why proper charting is SO important. It’s not just about getting paid!

      • What the language of medical charting consists of.

      • The most important items the need to be in the evaluation and follow ups.

      • What should NOT be in the evaluation.

      • What S O A P stands for.

      • What the heck is OPQRST and how can it help you streamline your interview?

      • How to use “life effect” as part of the rating scale. 

      • What outcome assessment tools are and how to use them to ensure reimbursement.

      • How to use CPT codes properly.

      • Why a prognosis is so important and how to frame it.

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      business basics, Clinic Stacey Whitcomb business basics, Clinic Stacey Whitcomb

      Business Basics: How To Run Multiple Treatment Rooms, with Megan Lindsey DACM

      Are you ready to level up? Not sure how to transition from 1 room to 2 or 3? This is such a common question I often get from my coaching clients.

      How do you treat 2 patients an hour? As a business coach to new practitioners, I get this question SO often! So… I called in my friend Megan who purchased a very busy clinic as a relatively new practitioner and basically started her career treating multiple patients an hour.

      Are you ready to level up? Not sure how to transition from 1 room to 2 or 3? This is such a common question I often get from my coaching clients.

      ACU-055 How do you treat 2 patients an hour? As a business coach to new practitioners, I get this question SO often! So… I called in my friend Megan who purchased a very busy clinic as a relatively new practitioner and basically started her career treating multiple patients an hour.

      We all definitely have our comfort zone as practitioners, but I think it’s important for you to consider getting to two rooms as quickly as possible. It’s more time and financially efficient and oh-so-fun! As new practitioners we often spend way too much time and do way too much per visit in one hour. Running 2 rooms an hour forces you to be efficient with your time and trust your needles to do the work. I promise it works! Listen in as Megan and I share our processes.

      Did you know that the monthly newsletter contains even MORE helpful information than the Podcast??

      Be sure to subscribe so you don’t miss a thing!

      today’s guest

      MEGAN LINDSEY, DACM, OWNER OF SILVER SAGE ACUPUNCTURE

      Megan completed a bachelor’s degree in psychology from California State University Northridge before switching gears and coninueing her education at Yo San University of Traditional Chinese Medicine, a Taoist school with a 38-generation lineage, located in Los Angeles, Ca. She is a Nationally Ceritfied Diploamate of Oriental Medicine and a California Board licensed acupuuncturist. After graduating in 2014 she struggleed with opening her own clinic and finding her way. After some stops and starts in 2017, she landed on purchasing an acupuncture clinic from a practitioner who was retiring, She has unique insight into the pros, cons and profitability of this route of practice. More recently, she graduated from Pacific College of Health and Science as a doctor of acupuncture and Chinese medicine (DACM).

      Megan is a direct and open person who has a knack for creating soft nurturing, aesthetically soul comforting environments. Her space helps patients sink deeply into healing while feeling safe and supported. She advocates for her patients to empower themselves through education and lifestyle changes. Megan practices in a wholesome, raw, heart-centered way. She provides patients with the support and tools they need to gracefully pivot into and through, life’s challenges.

      FIND HER HERE:

      Instagram: @silversageacupuncture

      Website: Silver Sage Acupuncture

      you’ll learn

      • Megan breaks her treatment down minute by minute to show you how she works.

      • I talk about my process when treating 2 patients an hour.

      • We discuss some of the systems you need to have in place to streamline the process.

      • Did you know that you can actually hold credit card information on file and run all payments at the end of the day to save time?

      • How to get new patients scheduled for their whole treatment plan on the first visit.

      • How to maximize your face to face time in order to fulfill proper treatment codes if you bill insurance.

      • How to chart efficiently and quickly.

      • Why treatment style matters if you run two rooms and take insurance.

      • How to manage rescheduling and collecting money efficiently.

      • How to train your patients and create healthy expectations from day one.

      Resources

      • TRY JANE HERE! BE SURE TO USE THE CODE ACUSPROUT1MO AT SIGN UP.

      Read More