- "Engineered Per4mance, this is Joey."
- "Are you planning on using health insurance for the visit or paying out of pocket?"
- "Great. In order for us to verify your benefits before the visit I need a bit of your information."
- "What is your date of birth?"
- "What insurance company do you use?"
- "Is that an HMO or PPO?"
- "Can you please read me the group number and ID number on the card?"
- "Thanks, we'll see you then. Have a great day."
Fill out information on the "lead sheet" at the front desk. Then schedule the appointment on MBO.
How to put the appointment into Mind Body Online scheduling.
- Click on the appointment slot they would like.
- Type in name if current client.
- Click "new client" if never been here before.
- Select the service from the dropdown.
- Click "ignore" to the credit card saving pop-up window.
- Click save.
How to put the appointment into DrChrono Scheduling.
- Select the time slot the patient chose.
- Type in the name of the patient.
- Choose the provider.
- Select the profile depending on insurance or "office agreement" and initial eval or follow up.
- Click save & close.