How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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Content provided by Katia Callan, LCSW-C & Danielle Kepler, LCPC, Katia Callan, Danielle Kepler, and LCPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katia Callan, LCSW-C & Danielle Kepler, LCPC, Katia Callan, Danielle Kepler, and LCPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Episode 12 New Client Set-Up: From Phone Call to Intake
Manage episode 152038075 series 1046824
Content provided by Katia Callan, LCSW-C & Danielle Kepler, LCPC, Katia Callan, Danielle Kepler, and LCPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katia Callan, LCSW-C & Danielle Kepler, LCPC, Katia Callan, Danielle Kepler, and LCPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Danielle asks Katia about her process from the initial client contact up to the end of the first session. Topics discussed include questions to ask a potential client during the initial contact, when to verify and tell the client their insurance benefits, setting up your client using paper charts (Katia) vs. EHR (Danielle), different ways to schedule clients, as well as how to bill the first session. Visit the IAP Facebook Page for show notes and resources for this episode.
21 episodes
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Manage episode 152038075 series 1046824
Content provided by Katia Callan, LCSW-C & Danielle Kepler, LCPC, Katia Callan, Danielle Kepler, and LCPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katia Callan, LCSW-C & Danielle Kepler, LCPC, Katia Callan, Danielle Kepler, and LCPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Danielle asks Katia about her process from the initial client contact up to the end of the first session. Topics discussed include questions to ask a potential client during the initial contact, when to verify and tell the client their insurance benefits, setting up your client using paper charts (Katia) vs. EHR (Danielle), different ways to schedule clients, as well as how to bill the first session. Visit the IAP Facebook Page for show notes and resources for this episode.
21 episodes
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Similar to Insurance Answers Podcast
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
1
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Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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continue reading
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