Private Practice: New Health Insurance Client Onbarding – Nutrition Benefits and Coverage Verification Form

When running a health insurance-based private practice, it can feel confusing and stressful when you and/or your clients aren’t crystal-clear on their health insurance nutrtion benefits and coverage before your initial consultation.

(There’s *almost* nothing worse than a surprise insurance claim denial – except the client’s reaction when they see the bill for a service they believed would be covered by insurance!)

PREVENTION is the best medicine.   Prevent unwanted surprises (i.e. unexpected insurance claim denials and upset clients) in their tracks, with this comprehensive plug-and-play onboarding step-by-step guide.

• In addition to requesting/requiring your clients to verify their own insurance coverage if they want/need your services to be covered by their insurance… don’t stop there!

Teach them exactly HOW to get the information needed from their insurance so they can walk into the initial visit completely prepared… and save YOU / your team boatloads of time doing it for them.

(Most people don’t know the right questions to be asking when speaking with an insurance representative – so let’s change that!)

This 4-page plug-and-play Word doc includes:

• New client onboarding details (insert your own logo and practice details)
• Instructions on how to call the Member Services phone # to speak with an insurance rep
• A list of the necessaray details about your practice (name, NPI #, etc) they will need to give the insurnace rep in order to verify coverage
• List of questions to ask about (how many sessions, copay, deductible, referral, etc.)
• Step-by-step guide on how to get a PCP referral/authorization (if applicable)
• A summary of next steps, what to expect, how to book initial consultation, & brief intro to EHR platform (i.e. Healthie / Practice Better)

I only wish I started using this form earlier on in my private practice.

It has spared me and my clients a great deal of what would have been frustration and miscommunication about insurance coverage!

Now I’d like to pave the way for you and your insurance-based clients. (Onboarding is EVERYTHING!)