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:

1. Patient name and DOB 2. Patient’s address 3. Patient mobile number 4. Social security number 5. Insurance company 6. Insurance plan 7. Member ID 8. Group ID number 9. Copay or coinsurance 10. Relation to Insured

Don’t forget to ask about secondary or tertiary insurance! If the patient has other policies, your staff will need to gather all of the above information for other policies as well.

For established or existing patients, make sure their insurance details are up to date in your chiropractic EHR software. Ideally, new and returning patients bring their insurance cards when they come to your practice. Or you can call the patients to collect insurance details after they book an appointment with your practice.

Once you have patient insurance details for a patient, your staff needs to check if the information is correct. Move ahead to the next step to verify the patient’s insurance information.