Course curriculum

  • 1

    Module One: Receiving Referrals

    • Module One. Receiving Referrals

    • Module One. Receiving Referrals .pdf

    • Module One: Knowledge Check
  • 2

    Module Two: Gathering PII

    • Module Two. Gathering Pertinent PII

    • HIPPA Basics

    • Module Two. Gathering Pertinent PII.pdf

    • Module Two: Knowledge Check
  • 3

    Module Three: Identifying and Collecting Insurance Information

    • Module Three. Indentifying and Collecting Insurance Information

    • 2023 Marketplace Insurance Plans

    • 2023 Medicare RX plans and Medicare Advantage Plans Mass (1)

    • Medicare Supplment Plans Mass 2023 (1)

    • Module Three. Indentifying and Collecting Insurance Information.pdf

    • Module Three: Knowledge Check
  • 4

    Module Four: Building the Case

    • Module Four. Building the Case

    • Module Four. Building the Case.pdf

    • Module Four: Knowledge Check
  • 5

    Module Five: Scheduling the Patient

    • Module Five. Scheduling the Patient

    • Module Five. Scheduling the Patient.pdf

    • Module Five: Knowledge Check
  • 6

    Module Six: Making and Taking Calls

    • Module Six. Making and Taking Calls

    • Module Six. Making and Taking Calls.pdf

    • Module Six: Knowledge Check