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In Episode 18, Katia interviews Danielle all about tips and tricks of updating information for a seamless transition when moving offices. While this might seem like a simple one, when it comes to insurance updating your address is essential. Visit the IAP Facebook Page for show notes and resources for this episode.

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In Episode 17, Danielle asks Katia about what she does to prepare for the new year insurance-wise and practice-wise. Topics include: what to ask clients in the new year regarding insurance, how to explain to clients about their deductibles resetting and options to provide them, and general best practices for your practice such as resigning ROIs and gathering your expenses from the last year.

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In this episode, Katia asks Danielle about the process of switching your group practice credentialing over to a solo practice. Danielle answers questions about what you need before switching over your credentialing, how to update the insurance companies with your new practice information, and some pro-tips on how to streamline the process.

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In this episode, Katia and Danielle interview Frances Harvey, CPC the owner of My Solutions Services, an online business management service for clinicians. Topics covered include how an online business management service is different from a virtual assistant, how hiring an online business manager can help you with insurance administrative tasks such as verifying benefits and following-up on unpaid claims as well as give you tips on how to streamline your business. Check out our Facebook Page for the show notes 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.

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In this episode, Danielle asks Katia about how to go about requesting a single case agreement for her out of network clients. Topics discussed include the benefits of getting a single case agreement, what information is needed to request one, and how it differs than billing as an out of network provider or in-network provider.

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In Episode 9, Katia asks Danielle about why her claims would be denied and how to correct any claim errors. This one is an important one! 

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In Episode 7, Katia asks Danielle all about the information needed to file a claim. Topics include, information needed from the client, from the provider, and more specific details about a claim.

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In Episode 6, Danielle asks Katia how to verify a client’s mental health benefits once you are an in-network provider. Katia discusses some common questions that come up when verifying benefits such as what to do when a client has a “carve out plan” and how to calculate a client’s co-insurance rate.

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In Part 3 of the Credentialing Series, Katia asks Danielle about the final steps to the credentialing process. Danielle answers questions about getting your contract, requesting fee schedules, and how you know you are effectively paneled. She also offers helpful tips to get set up with electronic billing. Visit the IAP Facebook Page for show notes and resources for this episode.  Read more