integrating the resident into private practice wendy beattie, cpo

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Integrating the Resident into Private Practice Wendy Beattie, CPO

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Page 1: Integrating the Resident into Private Practice Wendy Beattie, CPO

Integrating the Resident into Private Practice

Integrating the Resident into Private Practice

Wendy Beattie, CPO

Page 2: Integrating the Resident into Private Practice Wendy Beattie, CPO

Why we have residentsWhy we have residents

We learn from them New people to the profession are more

likely to assimilate into our vision of practice

They keep us sharp

Page 3: Integrating the Resident into Private Practice Wendy Beattie, CPO

There’s a lot to learnThere’s a lot to learn

Page 4: Integrating the Resident into Private Practice Wendy Beattie, CPO

DemonstrateDemonstrate

Evaluation Procedures Patient Education Notes Follow up Billing

Page 5: Integrating the Resident into Private Practice Wendy Beattie, CPO

Next, direct continuous supervisionNext, direct continuous supervision

• Joint evaluation, with discussion, in the room with the patient or afterwards

• Resident does Patient Education with practitioner filling in missed points

• Resident writes notes. (Practitioner reviews notes , writes supplemental notes, cosigns)

Page 6: Integrating the Resident into Private Practice Wendy Beattie, CPO

Less SupervisionLess Supervision

Discuss cases Provide input when requested Supervise delivery Cosign notes Review coding and billing

Page 7: Integrating the Resident into Private Practice Wendy Beattie, CPO

Follow-up Treatment Plan and

Practice Management

Follow-up Treatment Plan and

Practice Management

Page 8: Integrating the Resident into Private Practice Wendy Beattie, CPO

Follow Up Treatment PlanFollow Up Treatment Plan

Page 9: Integrating the Resident into Private Practice Wendy Beattie, CPO

“Solicit subjective feedback from patient”“Solicit subjective feedback from patient”

Use quotes in chart notes

Page 10: Integrating the Resident into Private Practice Wendy Beattie, CPO

Charting Functional Level, and Medical NecessityCharting Functional Level, and Medical Necessity

E.g.,Patient walked on uneven ground, walked at various walking speeds, etc.

Patient required custom shoes because of deformity of foot.

Shoe was required for proper function of the orthosis.

All of these must be in the patient notes

Page 11: Integrating the Resident into Private Practice Wendy Beattie, CPO

General HealthGeneral Health

Need to view the whole individual, not simply the affected limb– Vision– Hearing– Sense of touch– Cognitive abilities– Contra lateral limb involvement– Overall health and prognosis

Page 12: Integrating the Resident into Private Practice Wendy Beattie, CPO

Reassess patient knowledge and understanding of goals and objectivesReassess patient knowledge and understanding of goals and objectives

Does the patient remember instructions?

Are the patient’s goals and objectives the same as the resident’s?

Page 13: Integrating the Resident into Private Practice Wendy Beattie, CPO

Document all findings and actions and communi- cate with appropriate healthcare professionalsDocument all findings and actions and communi- cate with appropriate healthcare professionals

Charting skills Copy all letters relating to the patient Chart all telephone conversations Chart all missed or cancelled

appointments

Page 14: Integrating the Resident into Private Practice Wendy Beattie, CPO

Develop long-term follow up plan Develop long-term follow up plan

Discuss diagnoses Patient Reliability Routine Maintenance Not generally covered in school

Page 15: Integrating the Resident into Private Practice Wendy Beattie, CPO

Practice ManagementPractice Management

Demonstrate Proper Documentation of Patient History and Financial Records

Page 16: Integrating the Resident into Private Practice Wendy Beattie, CPO

Policies and Procedures regarding:Policies and Procedures regarding:

Human resource management Business/finance management Organizational management

Page 17: Integrating the Resident into Private Practice Wendy Beattie, CPO

Insurance verification of benefitsInsurance verification of benefits

Residents must call and obtain benefits verification/authorization for a variety of insurances

Teaches appreciation of front office staff, of complexity and time involved.

Page 18: Integrating the Resident into Private Practice Wendy Beattie, CPO

Resident must learn to discuss coverage (and lack of coverage) with patients

Resident must learn to discuss coverage (and lack of coverage) with patients

Page 19: Integrating the Resident into Private Practice Wendy Beattie, CPO

Learning to Educate :Learning to Educate :

The patient, on their coverage

The insurance company, on value of service, on patient needs

Referral Sources, on coverage, including “generic equivalents”

Page 20: Integrating the Resident into Private Practice Wendy Beattie, CPO

BillingBilling

Discuss philosophy of L codes Difference between coding and pricing Understanding, HMOs, Medicare,

Medicaid and our policies with each

Page 21: Integrating the Resident into Private Practice Wendy Beattie, CPO

MedicareMedicare

Guidelines Policies concerning Hospitals Rules regarding Skilled Nursing

Facilities Part A vs. Part B

Page 22: Integrating the Resident into Private Practice Wendy Beattie, CPO

Running a businessRunning a business

Cost vs. reimbursement Understanding the difference between

item cost and cost of delivering the service

Setting prices for NOC items

Page 23: Integrating the Resident into Private Practice Wendy Beattie, CPO

Necessary to read all incoming literature regarding insurance issues—especially Medicare

Necessary to read all incoming literature regarding insurance issues—especially Medicare

Page 24: Integrating the Resident into Private Practice Wendy Beattie, CPO

Manufacturer’s recommended codingManufacturer’s recommended coding

Resident must feel codes are appropriate, despite recommendations

Page 25: Integrating the Resident into Private Practice Wendy Beattie, CPO

MarketingMarketing

Contact with Physicians Therapists Letter writing skills

Page 26: Integrating the Resident into Private Practice Wendy Beattie, CPO

Read and Follow Manufacturer’s GuidelinesRead and Follow Manufacturer’s Guidelines

Page 27: Integrating the Resident into Private Practice Wendy Beattie, CPO

To determine need for changes relative to initial treatment goalsTo determine need for changes relative to initial treatment goals

Is the fit appropriate? Formulating plan for necessary

modifications Making necessary adjustments without

compromising function Think before you act

Page 28: Integrating the Resident into Private Practice Wendy Beattie, CPO

Time Frame Time Frame

One month observing interaction Three to six months joint work Four to seven months supervised work

Page 29: Integrating the Resident into Private Practice Wendy Beattie, CPO

Being an effective Resident SupervisorBeing an effective Resident Supervisor

Make sure personalities mesh. Ask questions and encourage the

resident to ask them as well. We want the resident to succeed, to not

only pass the exams, but to become a clinician able to practice on their own.

Page 30: Integrating the Resident into Private Practice Wendy Beattie, CPO

The Key to SuccessThe Key to Success

Get the right resident…