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Customer Onboarding Form

Please fill out this form to help us serve you better


    Section 1: Practice & Contact Information


    Business Address:





    Billing Address:







    Section 2: Organization & Practice Overview








    Section 3: Organization & Practice Overview





    Office contact to request Patient Information/Records

    Person who is responsible and can send scanned documents of Payer correspondence on weekly basis and information/records of the Patient as and when needed for AR follow up



    Section 4: Payer Information

    List of all Insurance/Payers that the Group and/or Provider is contracted with and the NPI:



    List of sub plans of Payer under which Group and/or Provider is contracted (HMO/PPO/POS):




    Section 5: Clearinghouse Info



    List your Top Payers:



    Section 6: Financial Data




    Section 7: Patient Billing





    Section 8: Reports & Communication


    Section 9: Special Billing Requirements (If Applicable)

    Example: Billing Claims under Individual Provider instead of Group/Practice for Specific Payers


    Example: Claims of HIP need to be billed to EVICORE

    Section 10: Current Pain Points that Need Immediate Attention from MedVoice


    Section 11: Please Provide Access To