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Insurance Billing Knowledge Checklist

1/19/2018

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Insurance billing knowledge checklist

I thought it might be helpful to have a checklist of things you need to have skills in before you begin billing insurance. This should serve as a helpful guide to learning what you need to know to bill insurance successfully. I offer individual coaching, small group coaching, and classes in all of these areas if you need help! Feel free to email me for more information: massagebusinesscoach@gmail.com

  • Client paperwork
    • HIPAA agreement for the client to sign.
    • Financial agreement and a secure place to store client credit card info in the case that their insurance doesn't pay and you need to bill them.
    • Assignment of benefits: Basically a waiver signed by the client giving you permission to bill their insurance company for your services
  • Benefit verification's
    • Questions to ask to ensure that the client is covered and you get all the important information to bill properly
    • Recording reference numbers and information
    • Pre-authorization procedures and necessary information
  • HCFA/CMS 1500
    • How to fill it out step by step on paper/Office Ally
    • Billing codes
    • ICD-10 codes
  • Billing
    • Sending the bill in Office Ally, via fax, via snail mail
    • What to send
    • Recording all interactions with the insurance company
  • System
    • Spreadsheet or a system for tracking all interactions, bills, payments and information having to do with a client and their insurance
  • Understanding tips for getting paid and issues that can arise

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    Julie Campbell, MBA,
    LMT OR#15892

    Julie is the owner of Written on the Body Massage and Acupuncture Studio located in the beautiful city of Portland, OR.  She started her business in 2010 and has enjoyed learning from her many successes, failures and challenges along the way.  Julie has a passion for business and loves helping her fellow Massage Therapists build their dream practices.  She currently shares her skills, experience and knowledge with fellow Massage Therapists through 1:1 coaching sessions and small group classes.  Julie and is eager to help shape the future of our profession by empowering Massage Therapists in Portland, OR and all over the U.S.

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  • Business Beginnings
    • Get online
    • Your first year
  • Insurance Billing
  • Work With Me
  • Blog
  • Store
  • Members Only