EPISODE 12 NEW CLIENT SET-UP FROM PHONE CALL TO INTAKE

insurance answers podcast Jun 27, 2016

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.

Show Note

Episode 12 New Client Set-Up Show Notes

 

Stay connected with news and updates!

Join our mailing list to receive the latest news and updates from our team.
Don't worry, your information will not be shared.

We hate SPAM. We will never sell your information, for any reason.