What to Ask a Nutrition Patient for Insurance

A patient calls to schedule an appointment. Great! What should you ask them to make sure they are covered by insurance? 

When entering a client into Healthy Bytes, we ask for:

  • First and last name
  • Date of birth
  • Gender
  • Address
  • Phone
  • Reason for the visit
  • Insurance name
  • Insurance member id number
  • Relationship to insured (self, spouse, child)
  • Optional: primary care provider info