3.D."Add A Client" Cheat Sheet For Providers

cheat sheet introduction as a hopscotch provider, you have been paneled with a variety of insurance companies based on the state in which you are licensed you can add these insurances to your profiles on other directories (i e psychology today , therapyden com, mintleaf co, etc ), your website, professional social media accounts, and your marketing materials when you are contacted by potential clients for insurance based services through your own marketing efforts, you have the ability to add those clients to your hopscotch caseload it may also be advantageous to you to review your current private practice caseload of insurance clients and add them to your hopscotch caseload as well when you add clients to hopscotch you save time and money by letting us handle the administrative and billing functions you may also receive a higher reimbursement through hopscotch than you receive through your own contract, so be sure and check your rates! and remember there are no clawbacks with hopscotch, so you don’t need to worry about getting paid on time, everytime! we’ve put together helpful tools for preparing to add clients to your caseload through hopscotch part 1 is the “cheat sheet ” you’ll want to collect these details during your call to be able to add them to hopscotch using the “add a client” feature once you end your call this is a helpful sheet to have available if you are not adding the potential client/caregiver information directly into the platform as you speak with them part 2 is a sample script of how you can explain this process to your clients note please wait at least 48 hours after the caregiver/client has completed their profile before your first session, so that hopscotch has time to verify benefits and notify you if there are any issues please let us know if you have any questions or need support if you’d like to get 6 months free when you open a psychology today profile, please email part 1 “add a client” cheat sheet for providers you can also download it here payment information client’s insurance you can confirm hopscotch is in network with a client’s plan while on the phone with the caregiver/client on your profile page, click on this button at the bottom of your profile you will be prompted to begin the process to check benefits and will receive specific plan information for your client accepted insurance plans are commercial plans and do not include medicaid or medicare ) specific plans under those payers will need to be verified by hopscotch for regional payers, such as highmark, you may want to check with hopscotch support you can also check specific plans on our insurance page at you will also want to make sure that this insurance is one that you are paneled with at the bottom of your profile page client’s state of residence (confirm you hold license in this state) client information client first name client last name client’s dob street address city state zip code contact information use the primary caregiver’s email and phone number to contact the client use other info to contact client email phone client consent is someone consenting on behalf of the client? yes, a legal guardian is consenting for the client no, the client is consenting for themselves primary caregiver first name primary caregiver last name primary caregiver email primary caregiver phone number address information use the client’s address for the primary caregiver add additional contact info for the primary caregiver street address city state zip code financial responsibility will the client be using another person’s insurance or credit card for payment? yes (inform the client that the persons responsible for financial responsibility may be contacted by a 3rd party hopscotch, insurance companies, or credit card companies) about treatment) no intake preparation (do you need the caregiver to complete an intake questionnaire? check yes) (we will be deleting this prompt in the future)