PICK MY BRAIN SESSION
Our Pick My Brain Sessions are designed for health and wellness professionals in private practice. During these one-hour sessions, you can pick our expert brains for the full hour to get advice and guidance on the administrative side of your business. We are here to help you get organized and maximize the potential of your practice.
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ADMINISTRATIVE SERVICES
Some of the services that we offer are:
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Helping your clients through the client journey
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Responding to new inquiries (voicemail, email, and text)
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Scheduling appointments
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Sending and tracking new client paperwork & tracking yearly
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Rescheduling and cancelations
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EHR/EMR data entry
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Transcription
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Email management
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Reviewing & replying to your emails (both your emails and your business email if you have one)
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Track new inquiries and client retention
INSURANCE & CLIENT BILLING SERVICES
Some of the services that we offer are:
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Verification of benefits
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Verifying coverage details and eligibility criteria to ensure accurate billing and minimize claim details.
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Claim submission
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Ensuring all necessary documentation is submitted accurately and promptly to maximize reimbursement for services
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Claim follow-up
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Tracking the status of claims, identifying reasons for denials, taking appropriate action to resolve issues, and expediting reimbursement.
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Client billing
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Taking client payments (co-pays, co-insurance, deductible)
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Sending superbills
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Following up on declined cards/payments
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Following up on overdue balances
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OTHER TASKS YOU CAN DELEGATE TO US
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Calendar Management
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Facilitate meetings
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Editing or transcribing notes
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Forms creation
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Side hustle
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Life administration (booking personal appointments, coordinating gifts and flowers, etc.)
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Manage website updates
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Online research
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Payroll
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Track EAPs
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Dropbox/Google Drive organization
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Editing and proofreading emails
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Moderating blog comments
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Moderating & approving members for Facebook Groups