Respond to inquiries from prospective patients seeking mental health services.
Conduct initial intake calls to gather demographic, clinical, and scheduling information.
Assess the urgency and appropriateness of services requested and guide patients accordingly.
Schedule new patient appointments with appropriate providers based on clinical fit, availability, and insurance network status.
Insurance Verification & Eligibility
Verify mental/behavioral health insurance benefits before the first appointment.
Confirm patient eligibility, co-pays, deductibles, out-of-pocket maximums, and service limits.
Communicate benefit details to patients clearly, including potential out-of-pocket costs.
Contact insurance companies directly or use verification portals as needed.
Pre-Authorization and Documentation
Determine if prior authorization is required for services and obtain it when needed.
Collect and upload all required documents into the EHR (Electronic Health Record) system.
Maintain accurate records of insurance conversations, authorizations, and benefit summaries.
Interdepartmental Coordination
Work closely with billing, clinical, and administrative teams to ensure a smooth onboarding experience.
Alert clinical staff to any coverage limitations or delays that may affect patient care.
Assist in transitioning new patients into ongoing care by tracking appointment follow-through and troubleshooting insurance issues.
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