Cassie Tallon: Embezzlement Testimonial

In working with practices and integrating new processes and making things work better for the doctors. One of the key areas and safeguards that I put in place is a protection over the money that the practice is taking in. Whether it's from the patient or whether it's from insurance. This is something that you really need to take a hard look at.

What I want to challenge you with is the safeguards that exist inside of Curve, that give you the best output of what your true collection dollar amount is are the things that ultimately protect you and your practice from all forms of the way that the money is being taken in being accurate and ensuring there isn't any possible chance of embezzlement.

The first flag that I'll mention to you is the users. The users being set up in your system inside of Curve allow you to create types so that not everybody has admin level access to the way they engage with your system. You can code these and change the names so that everybody's grouped accordingly, but it's a great starting point.

The second is setting up adjustment types so that not just one adjustment type is being listed, but you're having multiple ways for that adjustment to happen and also be notated. And you're not just doing a singular write off. It'll show you what's truly insurance and what's something different.

The third is the way that the integration happens in Curve is so seamless that when money is taken in, there's no third party merchant service that's taking the money that then has to be posted to the patient invoice. It's all happening inside your system.

These safeguards allow you to have a practice that runs efficiently so that when you are printing your collection report, the collections are mirroring your production and you're seeing less money leave the hands of your clinic and be mysteriously different than what you thought you were earning in a given month or even a year. Safeguards help you make sure your practice operates the way that it should and keeps your team accountable.