Thank you for the opportunity to support your client!

Here’s what they can expect as we guide them through the onboarding process:

1. Within 24 business hours
Our Practice Manager will confirm receipt, contact your client according to their preferred communication method, and send your client an email with information about our:

1. Accepted insurance plans,

2. Private pay rates,

3. New patient appointment deposit policy

4. A link to our Simple Practice Prospective Client Form.

2. After the Prospective Client Form is completed
We will verify applicable insurance benefits and contact your client with their estimated out-of-pocket costs. Please allow up to 3 business days for insurance verification, or 5 business days for Medicare benefit verification.

3. Completing onboarding
We will send the new patient paperwork and a $100 new patient appointment deposit invoice with a payment link. All paperwork and payment of the deposit are required before scheduling.

If completion of the paperwork or payment of the deposit stalls out, we will follow up at 7 and 14 days to offer assistance. Requests with no activity after that may be archived.