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Call preparation · editorial guide
Make the call count.
Find behavioral health administrators and plan support. Behavioral benefits may be delegated to a different organization.
Have ready in your secure workspace
Plan and delegated administrator
Provider, service and authorization reference
Consent appropriate to the requested information
Questions to resolve
Does this line cover this behavioral health product?
Which department handles this authorization or claim?
What reference should the practice retain?
This is a general administrative checklist, not payer policy or advice about a particular patient. Confirm the current plan instructions.
For healthcare offices
Found the contact. Still need to make the call?
Explore how DialClerk organizes the brief, hold time and staff handoff for your next administrative call.
For the people making the calls
Put payer follow-up on your office’s worklist.
Explore DialClerk for queued calls, hold handling, staff handoffs and a record of the next step. Tell us how your team works.
A request does not create an account or start a call. Use business contact information only. No patient information.
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