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

In Episode 20: Katia interviews Danielle about why an insurance company provider panel may be closed, options on how to appeal a rejection from a panel, such as writing an appeal letter as well as other options to try to get on a closed insurance panel.  Visit our Facebook Page for the show note & more information on this episode

In Episode 19, Katia and Danielle interview Dr. Jeremy Sharp, licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that he founded in 2009. Jeremy specializes in psychological and neuropsychological evaluation with kids and adolescents. He is also the host of the Testing Psychologist Podcast, providing private practice consulting for psychologists and other mental health professionals who want to start or grow testing services in their practices. Jeremy shares his insight with us into how to manage a practice that is testing based. You can check out more about Jeremy by following links on our page! Visit our Facebook Page for the show note & more information on this episode. 

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.

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. Visit our Facebook Page for the show note on this episode. 

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. Visit our Facebook page for show notes on this episode. 

In Episode 15, Danielle asks Katia about the process of switching from a solo to a group practice and the ins and outs of setting up this structure when accepting insurance. Katia answers questions about infrastructure, changing the credentialing status, as well as general billing for a group. Visit our Facebook page for show notes and resources for this episode.

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. 

In this episode, Katia asks Danielle about how to market your practice to clients who want to use their insurance. Topics include: insurance panel provider directories, how to set up your website and online directories to attract insurance clients, as well as tips on how to network to medical professionals. Visit the IAP Facebook Page for show notes and resources for this episode.

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.

In this episode, Katia asks Danielle what the options are for out of network providers who want to utilize a client's insurance benefits. Danielle explains what a super bill is as well as how a clinician would submit a claim as an out of network provider. Visit the Facebook page for show notes on this episode.