Author Topic: What forms are needed when signing a client  (Read 1933 times)

QueenAlicia

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What forms are needed when signing a client
« on: April 14, 2011, 02:13:10 AM »
Hi everyone, I am getting forms together during my marketing phase and I would like to know what forms are needed after signing the doctor.  Obviously the contract but what other forms.  I know I should get the NPI#, provider practice name, fax and phone #'s and legacy numbers but I feel that this is not enough and other forms are needed.  What other forms are missing?  ???

Michele

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Re: What forms are needed when signing a client
« Reply #1 on: April 14, 2011, 07:03:52 AM »
When we sign a provider we take:

  • contract
  • provider information sheet (to get all practice/provider info, address, EIN, NPI's, etc)
  • any EDI paperwork for electronic claims
  • contact info for our office (phone, email, name of person who they will deal with, office manager, etc)
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QueenAlicia

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Re: What forms are needed when signing a client
« Reply #2 on: April 15, 2011, 02:34:39 AM »
Do I get the EDI paperwork from the EDI website?  I may be signing up some providers who are not filing electronically so I am trying to be as best prepared as I can beforehand.

Michele

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Re: What forms are needed when signing a client
« Reply #3 on: April 15, 2011, 06:47:49 AM »
Most insurance carriers have their edi paperwork on their websites.  Depending on your clearinghouse, you may get it from them. 
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aksharhealth

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Re: What forms are needed when signing a client
« Reply #4 on: April 15, 2011, 08:46:01 AM »
Do I get the EDI paperwork from the EDI website?  I may be signing up some providers who are not filing electronically so I am trying to be as best prepared as I can beforehand.

Your software vendor should be able to help you with EDI paper work.

QueenAlicia

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Re: What forms are needed when signing a client
« Reply #5 on: April 18, 2011, 03:14:58 PM »
Thanks for the information. Are there any other forms that I may need?

PMRNC

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Re: What forms are needed when signing a client
« Reply #6 on: April 23, 2011, 09:39:20 PM »
For Medicare Providers I always remind them they need to update the billing officer on their enrollment. 
Linda Walker
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