Answers to your questions
What should I know about selling or closing my practice?
How long do I need to retain patient records?
What should I know about starting my own practice?
Can I charge credit card processing fees?
Possibly. Check first with your merchant processor as some credit card companies may strictly prohibit a surcharge and others may allow it if they are notified in writing. If a surcharge is allowable and should you decide to charge the fee, the practice must inform all patients prior to processing the charge.
How often do we need to update health history forms?
Both CDA and insurance carrier TDIC recommend updating health history forms at every patient visit. Patients should be asked to review and confirm whether there have been any changes to their medical histories. If a patient reports a medical change, such as medications, surgeries, pregnancy status, blood thinners or cancer treatment, the form should be updated immediately.
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Miguel Mariona
Associate Analyst Practice Management
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