Health Insurance Verification Guide for Practice Better

Would you like to empower your clients in using their health insurance? It can be risky when they go at it alone – information can be misconstrued or forgotten, lost or never written down to begin with. Add this health insurance verification guide to your client on-boarding system in Practice Better so they can collect critical information for you and share it securely through your EHR.

The form goes step-by-step with questions and explanations of what to ask for specifically. Enter in additional ICD-10 codes you use with your niche to customize even further. Once your client collects the information, they will sign and save the form for you to review. You can then use the private note space and client’s reference number to do a double-verification, print as PDF and share with your billing partner/company, or use to discuss other payment options with your client.

This product is a PDF with the Practice Better code to directly upload into your Better practitioner portal. It is not a PDF printout of the form. I created the product in this way to allow you to incorporate this form into your account with one click, saving you time on creating a new form from scratch. I also include tips on how to create automations to streamline your client’s experience and save you more time. Please note that you will need to go through the form and change the practitioner name and details.

I am an avid user of Practice Better with my virtual practice. It allows me to seamlessly collect client information, method of payments, track food and lifestyle journals (with personalized modifications like limiting calorie visibility), and more. In my ongoing use of Practice Better, I have created a series of forms that help obtain more helpful information.