Requests for Form Completion or Summary/Progress Letter (Third Party and/or Client) 

Fees: We recommend you pro-rate your session rate for the duration of time it takes to complete the summary letter or clinical file preparation.

Process:

• Upon receiving a request for a a form completion or a letter, upload the request to the client file under chart. Be mindful of the due date for the request.

• Confirm that you can actually complete the form; in the fine print, it should indicate what types of providers can complete it. I recommend having your client look into this before sending the form your way; many times it will say general practioner only or something similar.

• If you think beneficial or necessary, Set up a consultation with your client to discuss this request. In the consultation you should review the following:    

  • Risks and benefits associated with the completion/writing

  • What types of information you will include in the letter or form completion.

  • Confirm that the client consents to whatever option they select, and that said consent was fully informed.

  • Inform client of the approximate cost of service (if not predetermined) and ensure they are agree to pay this

  • Be sure to chart ALL of the above.

• Send Consent to Disclose form directly from Jane. 

  • If it is a couple, we need both of them to sign the form and consent

  • If it is a child, we need both parents’ consent 
    
    

• Complete the summary letter using Rebound Total Health Letterhead  (make a copy of the file, then edit) OR complete the form (depending on request)

• Inform admin of the total cost for the work completed, so we can add it to Jane as a product

• Confirm that all consents have been signed.

• Bill client following guidelines in Billing A Product document.

• Submit the file or summary letter to the client.

• Chart that the file or summary letter or form has been sent, attach summary letter or form to file

• Include this on your monthly invoice, billed at your split.