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Clip and Save: Capture Every Insurance Detail With This Form (MOBv8n7)

Medical Office Billing & Collections Alert 2008: Volume 8, Number 7

Tip: Remember to ask about secondary insurance.

Having a form you can use consistently to verify every patient's insurance will ensure that you have all the information you need and reduce your risk of treating a patient whose insurance won't pay. Use a handy sheet like this one from Maria Shadmehr of Associates in Medicine PA in Houston.

Scheduling Form

Appointment Date:  ______________  Time: ___________  Patient Account #: _______________

Name:  __________________________________________________  DOB: ___________________

            (Last)                        (First)                        (MI)

Address: ________________________  City, State: _____________________   ZIP: ___________

SS#: ________________________   Phone #: _____________  Work Phone: _________________

Exam: _______________________   Lab: _________________  X-Ray: ______________________
Referring Physicians: __________________________________  Phone #: ____________________
UPIN: _______________________________________________  Fax #: ______________________

Primary Insurance

Secondary Insurance

Carrier: ________________________________ Carrier: ________________________________
Address: _______________________________ Address: _______________________________
City/State/ZIP: _________________________ City/State/ZIP: _________________________
Phone: ________________________________ Phone: ________________________________
Subscriber/Holder: ______________________ Subscriber/Holder: ______________________
Policy# ________________ DOB: __________ Policy# ________________ DOB: __________
Group#: ______________________________ Group#: ______________________________
Auth#: _______________________________ Auth#: _______________________________
Type:  COM  HMO   PPO   IPA   MC   MD Type:  COM  HMO   PPO   IPA   MC   MD
Effective Date: ___________Copay:  _______ Effective Date: ___________Copay:  _______
Deduct: $ ___________ Met: $ ___________ Deduct: $ ___________ Met: $ ___________
Benefits%:__________  Out of Network ____ Benefits%:__________  Out of Network ____
CPE: _________________________________ CPE: _________________________________

Workman's Comp. Claim # _____________________

Patient Employer: ____________________________  Injury Date: __________________________
Employer Address: ___________________________   City/State/ZIP: _______________________
Employer Phone #: ___________________________  Adjuster Name: _______________________
Authorization (circle): Yes       No       
Name of person spoken with: ________________________________________________________
 
 
Name of Verifier: _________________________________   Date: __________________________ 
 

 

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