Insurance Billing Knowledge Checklist

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