“I Forgot My Checkbook”

Sometimes well-meaning patients show up for their office visit intending to pay the copay or other amount due but then realize they’ve forgotten their checkbook, credit card, or cash.

Make it easy for these patients to pay you as soon as they get home or back to the office. The Medical Group Management Association suggests you give them a self-addressed, stamped envelope and a payment form that indicates the amount owed and whether they will pay by check or credit card. Include on the form space where they can fill out credit card information.

When you hand the form and envelope to a patient, ask the person to mail the payment later that day. Most patients will appreciate how easy you’ve made it for them and will be happy to get the task “off their plate” as soon as they have their checkbook or credit card in hand.

Do you need help improving your front-desk collections? From copays to coinsurance to past-due balances, TMA Practice Consulting can show you how to improve collections through practice policies and staff training. Contact a TMA consultant for more information at (800) 523-8776 or consulting.texmed.org.


Content reviewed: 1/28/15

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Last Updated On

June 03, 2016