Simplify Verification of Benefits!

$80.00

Simplify verification of benefits without sacrificing accuracy by learning the secrets hidden in plain sight on insurance cards!

Use that information to benefit you: less time spent on frustrating phone calls, clients paying their share at each session, and claims paid with less stress.

Version Date: September 2024

Learn to simplify verification – because your money matters!

Everyone struggles with Verification of Benefits.

Clients don’t usually know or understand their insurance policy’s benefits. Which means verification of benefits is necessary in order to be able to collect what clients owe toward their treatment. It’s especially critical in these days of high deductibles.

But getting the correct information can sometimes feel impossible! And what happens when the information given is incorrect? What recourse do you and your client have?

This informative webinar shows you how to simplify verification of benefits:

  • What exactly do you need to find out – and what isn’t really necessary.
  • How can you use the client’s insurance card as a shortcut?
  • What’s better: calling or using the portal?
  • Simplify verification with Availity / the payer portals
  • How to make Availity less frustrating!  (yes, this can be done…)
  • Simplify verification with clearinghouse eligibility solutions – pros/cons
  • What the heck is an eligibility service type code – and why is it important to getting the right results?
  • Interpreting the gobbledygook the portals give you! What do you most need to pay attention to?
  • Red flags to watch out for!
  • Determining the type of plan is half the struggle!
  • “Insurance” cards you may see that aren’t really insurance – and what to do when you see one of these.
  • The dangers of COBRA
  • What does the law say about the health plan’s responsibility to provide correct information, timely?
  • Why retaining time and date-stamped eligibility/benefit information is critical in case of denials or clawbacks.
  • What are YOUR rights? You have them – even if you’re in-network.
  • Managing client expectations & setting boundaries.
  • Financial strategies for that first session. It’s critical to ensure that balances don’t build up too fast. How do you manage this therapeutically?
  • We’ll talk about all types of insurance: private and government. Including Medicare, Medicare Advantage, the military & Medicaid.
  • Because sometimes clients have Medicaid (and you don’t even know it…)
  • How to find out if you’re REALLY in network! It might not be what you think.
  • And if you’re in network, exactly how much benefit verification are you expected to do by the terms of your provider contract?
    • (Surprise: it’s less than you think it is. We’ll discuss a bit of insurance payer gaslighting…)
Upcoming EVENTS

Guest appearance:

MHIRTF Insurance 101 CEU Event

Join the Mental Health Insurance Reform Task Force on Thursday, October 8, 2026, 10am PT for a live webinar with the amazing Susan Frager, PsychBilling Coach, to learn the basics of working with insurance and so much more.

Medicare Made Easy! Upcoming October 16, 2026

I hear all the time: "I wouldn't mind taking Medicare but it's just so hard!"  For everyone who's said that to me, here's Medicare Made Easy! You might want to...

$45.00

Guest appearance:

Ethical Practice Under Pressure: Navigating Insurance, Financial, and Systemic Challenges

Join the Western Oregon Mental Health Alliance (WOMHA) on Friday, October 30, 2026, 9am–12pm PT for a live 3-hour CE webinar with the amazing Susan Frager, PsychBilling Coach, to tackle the tricky insurance, billing, and Medicare dilemmas therapists face every day, plus how to handle the ones with no perfect answer.