12.31.2024
Many employers and individuals receive new insurance benefits at the start of the year, making it crucial to update insurance details accurately and efficiently. To support this process, we’ve developed a new Intake Form in Theraplatform. This intuitive, user-friendly tool simplifies data entry, reduces errors, and ensures all essential information is captured correctly. By enhancing accuracy and efficiency, it saves valuable time for both providers and clients, creating a seamless and hassle-free intake experience.
To optimize the process, we recommend proactively asking each client if they have any changes to their insurance coverage for the new year. If updates are needed, promptly send them the new Intake Form to ensure their information is current and accurate. This proactive approach helps maintain smooth operations and minimizes billing delays.
To assist you further, we’ve created a comprehensive step-by-step guide to help you familiarize yourself with sending the form to your clients. Following this guide will ensure you can confidently and efficiently manage the process.