How to Handle New Mental Health Patients for Insurance Billing

Handling new patients for insurance purposes is easy.

Gather The Necessary Information

You’ll need:

  • a photocopy of their insurance card (front and back) — we recommend taking a photo with your smart phone
  • all their demographic information (see free intake sheet download below)
  • a signed billing agreement

Sign Your Intake & Billing Agreement

Use our form here:  https://therathink.com/intake-sheet  [download]

intake-screenshot

It legally guarantees you can charge your patient even if their insurance coverage is voided, you are out-of-network and not covered, or they have not paid their copayments or coinsurance.

Make sure to use a service like Square.com to gather their credit card information.  Square offers free “Smart Phone Credit Card Readers” which let you swipe their card in office very easily to gather their credit card information.

Check Their Eligibility & Benefits

This might be the trickiest part but luckily we have a free article on how to preform this call right here.

Or, of course, you can call us at TheraThink (206.923.8954) and we can take care of it for you for free.

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