Knowledge of how to verify a patient’s insurance for psychotherapy with a mental health diagnosis

  • Using the “Verification of Benefits” form found in the new patient packet, fill in the following fields with the patient’s information

    • Name of Patient​

    • DOB

    • Member ID #

    • Group #

    • Name of Plan

    • Date of Verification

  • Check the “Mental Health Benefits” field

  • Dial the phone number of the appropriate insurance company

  • Follow automated instructions

  • Give required information to automated system/operator when requested including:

    • Your name​

    • Call Back #

    • Tax ID #

    • NPI #

    • Rendering NPI

  • Once speaking with a representative, let them know that you are looking to verify a patient’s mental health benefits

  • As the representative reads off the patient’s benefits, fill in the following fields on the VOB form

    • Representative’s name/Contact Spoken To​

    • Insurance Effective Date

    • Patient/Family Deductible

    • How much left

    • Percent insurance pays

    • Co-Pay

    • Max Visits per calendar year

    • Pre-auth required

    • Pre-existing condition

    • Any provider exclusions

  • After they read through the patient’s benefits, if any information was unclear, or if any fields were left blank, ask the representative for clarification

  • If any further information is given to you, or if you are transferred to another company, take note in the space provided on the VOB form

  • Once you have noted all the information, thank the representative for their time, and say goodbye