Adding Adult (18+) Clients

directly adding clients is a great way to increase your caseload! just as we do for your child clients, we will take care of the insurance billing and administration for your adult clients although hopscotch will remain a pediatric focused behavioral health provider and will market ourselves externally as such, we have come to realize that many of you have the skills, training, and experience to serve older family members who contact you for therapy and would like to be able to add them to your hopscotch caseload so, we’ve created a way for you to add 18 and older clients to hopscotch using the “add a client” button at the top of your home screen in the provider portal, you’ll be able to quickly add your adult clients who are in network with the insurances you are able to accept (as indicated on your profile) getting started step 1 log into the provider portal with your email address once logged into the provider portal, you will be directed to your provider home page step 2 at the top left hand corner of the provider home page, locate the “add a client” button clicking the button opens a pop up that allows you to begin entering the client’s payment information within the “payment information” section first select the insurance plan the client belongs to, as well as their state of residence make the appropriate selections from the drop down lists and click “continue” at the bottom of the pop up step 3 after adding the client’s insurance information and selecting their state of residence, the page navigates to the “client info” section in this section, you will input the required fields of client’s first and last name, date of birth, email address, and phone number the client's address, city, and zip code are available fields to input if you have that information you will also select whether the client is consenting for themselves (if you select “no” and the age of the client is over 18, a notification will appear stating they are old enough to consent for themselves in their state of residence) once that information has been inputted, click the “continue” button at the bottom of the pop up step 4 after adding the client’s information, you will be directed to the “financial responsibility” section this section asks whether a client will be using someone else’s insurance or credit card for billing purposes if “yes” is selected, it will ask for verification that the client has been made aware that the financially responsible party (insurance holder/credit card owner) may be contacted by a 3rd party with information about the client’s treatment step 5 the final step in the process is reviewing and completing the client’s information after verifying that the inputted information is correct, click the “finish” button and the bottom of the pop up and the client will then show up under the “clients” tab in your provider portal what happens next? once you click on “finish”, your client will receive an email invitation to create a hopscotch account, including their own login and client profile they will be prompted to electronically complete the hopscotch intake forms so that they may begin therapy with you through our platform this includes their insurance and/or payment information our billing team will verify your client's insurance benefits before your first session and communicate with your client estimated costs they may incur once insurance is verified, you can reach out to your client through the internal hopscotch messaging feature to schedule your first appointment with your client 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