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

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.

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More episodes of the podcast Inside the FBI

• Episode 20: Getting On Closed Panels
• Episode 19
• Episode 18 Moving Offices
• Episode 17 New Year - Best Practices
• Episode 16 Group to Solo Practice Switching Insurance Credentialing
• Episode 15 Solo to Group Practice Switching Insurance Credentialing
• Episode 14 Decrease Insurance Admin Tasks with an Online Business Management Service
• Episode 13 Marketing for an Insurance-Based Private Practice
• Episode 12 New Client Set-Up: From Phone Call to Intake
• Episode 11 Out of Network Options
• Episode 10 Understanding Single Case Agreements
• Episode 9 Dealing with Claim Denials
• Episode 8 Understanding an EOB
• Episode 7 Filing a Claim, Finally!
• Episode 6 A Closer Look at Verifying Insurance Benefits
• Episode 5 Credentialing Series Part 3: The Final Steps
• Episode 4 All About EAPs
• Episode 3 Credentialing Series Part 2: I Did CAQH Now What?
• Episode 2 Credentialing Series Part 1: CAQH
• Episode 1 Learning Insurance Lingo
• Episode 0 Introductions