Bill to Clinic

Policy Overview

We will only bill to a clinic if the requisition form explicitly states that the patient is a donor. To ensure compliance and proper handling, follow the steps outlined below based on the information provided in the requisition form and the patient’s details.

Procedure

Scenario 1: The requisition form states that the patient is a donor

• Confirm that the requisition form explicitly mentions the patient as a donor.
• Proceed to bill to the clinic as instructed.
• Submit a “Supervisor Escalation” via Syncro CRM

Scenario 2: The requisition form does not state that the patient is a donor, but under billing details, it states “Bill to Clinic”

1. Do not proceed with billing the clinic.
2. Send a message to your CSS (Client Support Specialist) to escalate this case for further review and resolution.
3. Await further instructions before taking any billing action.

Scenario 3: The requisition form does not state “donor” or “bill to clinic”

1. Contact the patient and ask if they are a donor.
2. If the patient confirms they are a donor:
   • Inform them that their clinic must send an updated requisition form explicitly stating that they are a donor.
   • Do not proceed with billing to the clinic until the updated requisition form is received.
3. Document the interaction thoroughly in the case notes for reference.

Additional Notes

• Clear and accurate documentation is essential to avoid billing errors.
• Always escalate unclear or conflicting cases to your CSS for resolution.

For CSS Use Only

Please forward the information to Nina Okun.

Last update by: Nina O (Nov 19, 2024)