What You Can Do
There are a number of things you can do to help us work together or even just to make your own life simpler.
Defining the big picture.
When we talk, I'll want to get from you a general understanding of
your healthcare situation. This checklist covers the basics of what
I'll want to know.
>> Download the Healthcare Big Picture Checklist
Permission to share medical information.
To work effectively, I'll need to get information from your doctors
and health insurance providers. One of the easiest ways to make
that happen is for you (or me!) to send each one this simple letter.
>> Download the Permission to Share Information Letter
Primary + secondary insurance: dont overpay!
Knowing what you need to pay -- and when -- can be especially
confusing when youre dealing with Medicare and secondary
insurance. Heres a simple guide to making sure you dont
overpay!
>> Read My Guide to Medical Billing
Getting organized.
The first step in our working together -- or the first step in giving yourself some peace of mind, whether or not we work together -- is to get your medical paperwork in order. When we first meet, I’ll implement an easy system for staying organized. In the meantime, here are some simple tips to get you started.