Hello I am looking for someone that can help my business run as smooth as possible. I currently own a company that provides dental office support to dental offices all throughout America. I have recently outsourced my insurance coordinator & account manager position to fellow Virtual Assistants so I no longer have the physical location I once had. With that being said I am looking for a system that does the following:
1. My account managers will pull the patients information from several different schedules so that the insurance coordinator can properly verify the insurance. Since my insurance coordinator will never actually touch the schedule it is the responsibilty of the Account Manager to provide all the necessary information. This includes:
Ins Phone #
Once this questionaire is completed by the Account Manager then it automatically updates in the Insurance Coordinators excel sheet (I just say excel sheet it could be anything that holds data, your professional recommendation)
2. The database is updated with the questionaire that was filled out by the account manager and then the insurance coordinator does their job. Once the Insurance coordinator completes their job by filling in the rest of the questions they save it which saves to the overall database (I have something built in SQL lite I think that is the name already that another freelancer built for me) and all the information is now locked into that system minus the questions from prior such as (Pt Name, DOB. history etc..) but the excel sheet or whatever you decide the questionaire should be in keeps the Pt Name, DOB, history, etc..)The overall database (SQL lite Studio) is locked and can not be accessed without password & is for references only.
3. The Account Manager now at this time pulls the report in a PDF or JPEG format from the excel sheet (not from the OVERALL database).
4. I want the excel sheet to communicate with the database so if ever there comes a time where the exact same insurance is being updated based on the group number and group name it will automatically generate the entire information from the database and all the insurance coordinator will have to do at this point is update the excel sheet with history information.
I am not computer savy so any recommendation would be highly recommended. How much would this cost me?