Occupational Therapy Insurance Verification Form

Patient Insurance Information and Benefits Verification

Occupational Therapy

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Last updated: Mar 24, 2025

Patient Information

  • Full Name: _________________ Date of Birth: _________________
  • Address: _________________ Phone: _________________
  • Email: _________________ SSN: _________________

Primary Insurance Information

  • Insurance Company: _________________
  • Policy Number: _________________ Group Number: _________________
  • Policy Holder Name: _________________ DOB: _________________
  • Relationship to Patient: _________________

Insurance Verification Details

Benefits Information

  • Effective Date: _________________
  • Plan Year Deductible: $________ Amount Met: $_________
  • Visit Copay: $________ Coinsurance: ________%
  • Visit Limit per Year: ________ Visits Used: ________

Authorization Requirements

  • Prior Authorization Required? □ Yes □ No
  • Auth Number: _________________
  • Number of Visits Approved: ________
  • Date Range: ________ to ________

OT-Specific Coverage

  • CPT Code Coverage:
    • 97110 (Therapeutic Exercise): □ Covered □ Not Covered
    • 97530 (Therapeutic Activities): □ Covered □ Not Covered
    • 97535 (Self-Care Management): □ Covered □ Not Covered

Verification Contact Information

  • Date Verified: _________________
  • Representative Name: _________________
  • Reference Number: _________________

Staff Verification

  • Verified By: _________________
  • Date: _________________
  • Signature: _________________

Note: Benefits verification is not a guarantee of payment. Coverage is subject to patient eligibility at the time of service and plan limitations.

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