Physical Therapy Insurance Verification Form

Patient Insurance Information and Benefits Verification

Physical Therapy

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Last updated: Mar 24, 2025

Patient Information

  • Full Name: _________________ Date of Birth: _________________
  • Address: _________________ Phone: _________________
  • Email: _________________ SSN (last 4): _________________

Primary Insurance Information

  • Insurance Company: _________________
  • Member ID: _________________ Group #: _________________
  • Policy Holder Name: _________________
  • Policy Holder DOB: _________________
  • Relationship to Patient: _________________

Benefits Verification (Staff Use Only)

Physical Therapy Benefits

  • Effective Date: _________________ Plan Year: _________________
  • Deductible: $________ Met to Date: $________
  • Co-Insurance: % Co-Pay: $
  • Visit Limit per Year: _______ Visits Used: _______
  • Prior Authorization Required? □ Yes □ No
  • Auth #: _________________ Valid Through: _________________

Network Status

  • In-Network Provider: □ Yes □ No
  • Out-of-Network Benefits Available: □ Yes □ No

Additional Information

  • Medicare Cap Applies? □ Yes □ No
  • Secondary Insurance? □ Yes □ No
  • Workers Comp Case? □ Yes □ No

Verification Details

  • Date Verified: _________________ Time: _________________
  • Verified By: _________________ Reference #: _________________
  • Insurance Rep Name: _________________

Notes



Staff Certification

I certify that I have verified the above information with the insurance carrier.

Signature: _________________ Date: _________________

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