The First Phone Call: Obtaining Client Information and Verifying Insurance Benefits

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If you are in private practice and run a “one-man or woman show” then you may be in charge of obtaining information from prospective clients when they call to schedule an appointment with you as well as verifying their insurance benefits.  Here is the form that I fill out when clients call me along with video explanations of various sections of the form (including information to obtain from insurance companies):

InsuranceVerificationForm.1.5.17

Would you like more “nuts and bolts” private practice information?  Then join the Private Practice Journeys Facebook Community!

Private Practice Journeys Community

 



209 Castlewood Drive Suite D
Murfreesboro, TN. 37129

chris@chrisquarto.com
(615) 403-5227

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