Add-A-Client Cheat Sheet

we’ve put together a helpful tool for preparing to add clients to your caseload through hopscotch you’ll want to collect specific details during your call to be able to add them to hopscotch using the “add a client” feature once you end your call you can keep this cheat sheet handy so if you are not adding the potential client/caregiver information directly into the platform as you speak with them you'll be sure to capture all the necessary information and enter it into the portal once you hang up you can download it below here is the information you'll need to capture during your call 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 2\ 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 financial responsibility primary caregiver last name will the client be using another person’s insurance or credit card for payment? primary caregiver email no primary caregiver phone number 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) address information use the client's address for the primary caregiver or enter alternative contact info for the primary caregiver stree address city, state, zip code intake preparation (do you need the caregiver to complete an intake questionnaire? (check yes we will be deleting this prompt in the future)