Get Money Tree Billing Insurance Verification Form

The Money Tree Billing Insurance Verification Form is an essential document for streamlining the insurance verification process. This guide will walk you through the steps necessary to complete the form accurately and efficiently online.

Follow the steps to successfully complete the form

1. Press the 'Get Form' button to access the Money Tree Billing Insurance Verification Form and open it in the applicable online editor.
2. Begin by selecting the type of service you require. Check the boxes next to 'Chiropractic' or 'Physical Therapy' to indicate your needs.
3. Fill in the patient information section. Include the type of insurance you have from the options provided: 'Primary', 'Secondary', or 'Other'.
4. Complete the insured's information fields. Provide names, dates of birth, phone number, employer details, and the relationship of the insured to the patient.
5. In the insurance information section, enter the insurance company name, phone number, plan name, network, group number, and subscriber ID in the respective fields.
6. Move to the verification section. Enter the date and time of your call, confirm chiropractic coverage, and document any reference numbers or representative names as needed.
7. Specify details regarding deductibles, out-of-pocket maximums, percentage covered, co-pay amounts, and effective dates in the pertinent fields.
8. Indicate whether secondary insurance automatic crossover applies and confirm if services are covered if performed by a chiropractor.
9. Outline any limitations regarding occupational therapy or physical therapy towards chiropractor visit caps and provide details on annual visit allowances.
10. Determine if a referral or pre-authorization is required and complete the corresponding fields. Note the maximum allowed per year and address any pre-existing clauses.
11. Once all sections are completed, save your changes. You can download, print, or share the form as necessary for your records.

Complete your documents online today for a smoother insurance verification process.