Episode 12 New Client Set-Up: From Phone Call to Intake

Episode 12 New Client Set-Up: From Phone Call to Intake

Insurance Answers Podcast

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In this episode, Danielle asks Katia about her process from the initial client contact up to the end of the first session. Topics discussed include questions to ask a potential client during the initial contact, when to verify and tell the client their insurance benefits, setting up your client using paper charts (Katia) vs. EHR (Danielle), different ways to schedule clients, as well as how to bill the first session. Visit the IAP Facebook Page for show notes and resources for this episode.
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In this episode, Danielle asks Katia about her process from the initial client contact up to the end of the first session. Topics discussed include questions to ask a potential client during the initial contact, when to verify and tell the client their insurance benefits, setting up your client using paper charts (Katia) vs. EHR (Danielle), different ways to schedule clients, as well as how to bill the first session. Visit the IAP Facebook Page for show notes and resources for this episode.
...Read More