Prepping Your Patients for Year-End

Prepping Your Patients for Year-End

When you reflect on the fast-approaching end-of-year, does your mind fill with visions of festive parties, holiday cookies, and time with friends and family? Or are you more focused on making lists, checking them twice, and making sure that your practice is ready to bring in the new year?

If you work in a medical practice, you are also likely interested in making sure your patients take care of any required procedures or testing before the end of year – and presumably before their insurance deductible balances reset in January. Of course, when your patients address their outstanding medical needs, your practice may also benefit from the additional revenue and may fulfill certain quality of care objectives.

At Aprima, we want to make it easier for everyone to enjoy the fun parts of the season, which is why we’ve created this short to-do list to help practices aid their patients in prepping for year-end:

  1. Remind patients that if they have been putting off any procedures, now is the time to get on your schedule, especially if they have already met their insurance deductible or out-of-pocket maximum. If your practice is using Aprima’s clinical decision support (CDS) tools, it’s easy to identify patients that are due for tests, lab work, screenings, etc. While in a patient’s chart, a provider is flagged if a patient is due for any type of test or procedure. In addition, staff are able to create reports that identify patients who need anything from a flu shot or immunization to a mammogram or a Medicare screening for fall risk.
  2. Offer to verify insurance eligibility information. Aprima users can access patient benefit information in real-time and verify if patients have met their deductibles or out-of-pocket maximums. If patients know their out-of-pocket cost will be nominal – or significantly less than the anticipated 2018 cost – they will be more likely to take care of outstanding healthcare needs before the end of the year.
  3. Leverage the patient portal to communicate with patients. A great way to remind patients to take care of their health needs or to advise them of their insurance eligibility status is through the Aprima patient portal. When practices direct patients to their portal to communicate non-urgent issues, they can actually minimize phone calls and improve overall customer service. An additional benefit of using the portal: it’s easy to automatically push report results directly into the portal. For example, after producing a report identifying patients who are due for a test or procedure, the details can be easily pushed to individual patient portal accounts. Automated emails can then be generated to advise patients to check the portal for a new message.  

Aprima EHR makes it easy for practices to pro-actively identify and reach out to patients who would benefit from health services before the end of the year. We encourage you to take action now, before you – and your patients – are overwhelmed with the flurry of end-of-year activities.

If you aren’t taking advantage of these benefits and you have any questions about how to implement them, or if you need assistance or additional training, please, click here to login to the Customer Support Portal. Alternatively, you can reach us by phone at 866-960-6890, Option 1 or email us at

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