Step 1 - Collect Insurance Details When a new patient books an appointment, it’s crucial to collect updated and complete information about his or her insurance details and demographics.
Use the below checklist to collect patient’s insurance information:
5-Step Protocol to Increase Patient Collections
1. Patient name and DOB
6. Insurance plan
2. Patient’s address
7. Member ID
3. Patient mobile number
8. Group ID number
4. Social security number
9. Copay or coinsurance
5. Insurance company
10. Relation to Insured
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