Explain Coordination of Benefits information to clients!
$20.00
Use this letter to explain Coordination of Benefits to clients, who may not understand – they don’t get to choose which policy to use if they have more than one.
Clients also have to let their insurers know about their other policy, or you won’t be paid! And if they make assumptions – they can be wrong. But if they’re wrong, YOUR revenue is delayed or clawed back!
Version Date: September 2023
If you explain Coordination of Benefits to clients, you can reduce your risk of clawbacks!
No one understands the arcane minutia of insurance policies. Even if you don’t understand either, you now have a tool to help you explain Coordination of Benefits to your clients – step by step.
- Written in plain language!
- Offers clear, comprehensive steps for your client to follow to update their coordination of benefits profile with insurance payers.
- Sets clear expectations for your client which can be addressed therapeutically AND by office staff.
- You can customize this letter and upload it to your EMR, patient portal or website.
- Suggestion: configure a client receipt acknowledgement. Make it part of the official record.
- Gives the client direction to provide you the information your office/billing staff will need to get your claims paid once the patient/client has done their part and notified their insurance payers.