Insurance Claim Confirmation

    For clients who use insurance to cover the of therapy, occasionally their insurance company will call to confirm their claim. This is a normal practice and occurs every now and then! When an insurance company calls, they will call the admin line. We do not give the insurance company your phone number, so we get their information and we tell them that you will call them back. At that point, you will be emailed the details of the message and the contact information to contact the insurance company.
    1. 1

      Get Client Consent

      Since you are communicating with a third party, you need to get consent from your client to provide confirmation to the insurance company.
    2. 2

      Chart Consent

      Add communication regarding this consent to the clients file. If you gained this consent via email, copy-paste the email correspondence.
    3. 3

      Prepare Information

      Often times, the insurance company is looking to confirm the following:
      Date of sessions attended
      Cost of sessions attended

      It is recommended that you have their chart file open when you contact the insurance company.
    4. 4

      Contact Insurance

      Contact the insurance company and provide requested information.
    5. 5

      Chart the interaction

      Chart the interaction you had with insurance and any information disclosed.