Verify Benefits Form

$15.00

Need to call a payer to verify benefits? You no longer have to remember all the questions you need to ask! It will guide you through the conversation with the representative. Fillable pdf format allows for easy documentation, which can be uploaded directly into your EMR or document portal.

Great for use in training employees or virtual assistants.

The only thing it won’t do is get you a person in a reasonable amount of time!

 

Version Date: September 2024

The exact form PsychBilling Coach uses to verify benefits! If you *must* call for benefits, this form is a great way to record and document what you learn on the call. 

Note: this form is included at no extra charge in purchases of the Verification of Benefits/Deciphering Insurance cards webinar bundle.

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.