Knowledge of how to verify a patient’s insurance with a medical diagnosis for Health and Behavioral codes
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Using the “Verification of Benefits” form found in the new patient packet, fill in the following fields with the patient’s information
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Name of Patient​
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DOB
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Member ID #
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Group #
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Name of Plan
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Date of Verification
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Check the “Medical Benefits” field
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Dial the phone number of the appropriate insurance company
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Follow automated instructions
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Give required information to automated system/operator when requested including:
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Your name​
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Call Back #
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Tax ID #
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NPI #
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Rendering NPI
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Once speaking with a representative, let them know that you are looking to verify a patient’s medical benefits
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As the representative reads off the patient’s benefits, fill in the following fields on the VOB form
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Representative’s name/Contact Spoken To​
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Insurance Effective Date
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Patient/Family Deductible
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How much left
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Percent insurance pays
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​Co-Pay​
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Max Visits per calendar year
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Pre-auth required
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Pre-existing condition
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Any provider exclusions
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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
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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
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Once you have noted all the information, thank the representative for their time, and say goodbye
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