(These forms utilize the Developer tab in MS Office)
Deciding to accept insurance in private practice can be daunting! The first step in easing the possibility of future frustration is ensuring your practice has a complete picture of the client’s benefits prior to their first appointment. In addition to the practice understanding the member’s benefits, it’s also important that the member understands their own benefits too. The attached forms are as follows:
(1) Insurance Benefits Verification Form - as a provider, use this form when contacting the insurance company to ask specific questions regarding speech-language therapy benefits. Save this form as a PDF and e-mail the completed version to the client. Microsoft Office required.
(2) Insurance Benefits Worksheet - share this form with clients and encourage them to contact the insurance company themselves to ensure they also have a complete understanding of their policy's benefits. Microsoft Office required.
These are templates of forms I use regularly in my practice. An initial appointment is not scheduled without completing an Insurance Benefits Verification. After calling the insurance company, I e-mail the completed Insurance Benefits Verification form to the client to remind them of the details of their policy and of their contract with the insurance company regarding coverage.
In the year that I have been using this form, there has been 100% elimination of confusion about benefits. Clients are aware of their expected patient participation prior their appointment. If a claim does not pay as expected, not only does this form eliminate the element of confusion associated with costs, but it also can be used in the appeals process when the insurance quotes benefits incorrectly.
*You can customize with your own logo or company info.
If you are interested in seeing private clients, the webinar replay is still available online. For more info, visit: https://www.facebook.com/EntrepreneurialSLP/