Billing and other Administration

2. Billing and other Administration

*Do you want TheraClosure to send statements to current <clients/patients>?

If <clients/patients> owe your practice money, they may pay it as they usually do with payment going to your estate/your accounts.

NoYes

Provide detailed instructions that would allow TheraClosure to complete billing. For instance, “Use TheraNest to invoice the group of patients whose credit cards are stored in TheraNest. Use Availity to bill patients with Aetna. Use IvyPay to charge balances for the remaining group.”
We will do our best to complete the billing cycle in the manner you describe. However, we can only work with standard, web-based billing systems, and we do not pursue collections.

If you have any services with recurring payments that you want TheraClosure to stop, list them here. Be sure to name the specific companies. We would determine which should be stopped right away and which we would stop after a required transition period (e.g., phone, website).

Does your practice own/contain any valuable assets that you want us to discuss with your personal representative. (For instance, we can advise on how to sell or give away assets should as psychological testing materials, computers, and paintings.)If so, please describe those assets including any information that would be helpful to us.

In the event of an incapacitation or death, the recommendation is that email, website and voicemail are kept up for one year so that any patients (current, past or potential) would have a contact to reach out to regarding the practice.

Thinking about voicemail first, would want TheraClosure to change the greeting in so that <patients/clients> are instructed to contact TheraClosure? If so, provide instructions for doing so including how we would access (e.g., personal representative will provide access number, and password/PIN)

Would you want TheraClosure to add an autoreply to your professional email with instructions for <patients/clients> to contact TheraClosure. If so, provide instructions here including your specific email provider and how we would access (e.g., password manager or information from personal representative)

Would you want TheraClosure to modify your website with suitable information/instructions? If so, provide instructions here including
(1) Website URL/domain,
(2) Domain host (company through which you purchased domain name)
(3) How we would access (e.g., password manager or personal representative)
(4) System used to edit website content (e.g., WordPress)

In the event of your death or incapacitation, do you want TheraClosure to post on social media on your behalf or disable your social media? If so, please provide instructions including what you want the post to say, and which social media you use for professional purposes (eg Instagram, TikTok, Facebook, X).Note that we will retrieve your login information from your password manager or from your Personal Representative.

Do you want TheraClosure to send a letter to the leaseholder, copying your personal representative, informing the leaseholder of your condition, and requesting that current tenants and officemates be given the opportunity to take over the lease for the duration, if they wish, OR that a suitable replacement is identified to take over my lease as soon as possible so as to limit the expense of this on my estate?

Yes, please send such a letter

No, TheraClosure should not send a letter to the leaseholder

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