Optometric Management Tip # 561   -   Wednesday, December 05, 2012
A Patient Handout for Vision vs. Medical

In last week's article, I provided an overview of the differences between vision plans and medical insurance. If your practice routinely bills all eye exams to vision plans, you may want to consider differentiating medical eye exams from routine vision exams and billing the former to medical insurance plans.

The difficult part of this process is educating patients about the differences. That requires significant staff training, but a patient handout like the one below can be a big help. Feel free to modify the form below to describe your office policies. The handout can be given to patients at check-in or check-out and it serves as a guide for staff members as they speak to patients over the phone. I find it is best to keep educational handouts short and simple. Many patients simply will not read a form if it is long and wordy.

About Your Insurance

There are two types of health insurance that will help pay for your eye care services and products. You may have both and our practice accepts both:
  1. Vision care plans (such as VSP and EyeMed)
  2. Medical insurance (such as Blue Cross/Blue Shield and Medicare).
I have read and agree with these policies.

_______________________________________________   ____________________
Patient signature (parent if child)   Date

Please provide your insurance cards to our staff member.
Best wishes for continued success,

Neil B. Gailmard, OD, MBA, FAAO
Chief Optometric Editor, Optometric Management