WP165 | End of Year Insurance Billing Procedures with Davia Ward, CMRS, CBCO
In this episode of the Wise Practice Podcast, I sit down with Davia Ward — CEO and founder of Healthcare Partners Consulting & Billing — and one of the most mission-driven leaders I’ve ever met. With over 37 years of experience in healthcare, Davia has built a nationwide billing firm grounded in accuracy, compassion, and Christ-centered service. But what struck me most in our conversation wasn’t just her expertise… it was her heart.
Davia shares her powerful personal journey from file clerk to registered nurse to founder of a thriving billing company that now employs and empowers women across the country — military wives, single moms, survivors, and those who simply needed someone to believe in their potential. Her story alone is worth the listen.
But this episode is also packed with practical, timely tools for insurance-based practice owners, especially as we head into the end of the year. Davia breaks down:
✨ What every practice owner needs to know about open enrollment
✨ How to communicate with patients about insurance changes (without stress)
✨ The biggest billing mistakes clinics make in December
✨ How to avoid claim rejections related to year-end transitions
✨ Why therapists must stop assuming what clients can or can’t afford
✨ A powerful mindset shift around reimbursement, value, and leadership
This conversation is equal parts heart, wisdom, and highly actionable guidance. If you’ve ever felt overwhelmed by insurance billing, unsure how to navigate the year-end chaos, or simply needed encouragement from a strong Christian leader… this episode will bless you.
Tune in and learn how to streamline your billing, strengthen your leadership, and serve your clients well — one claim at a time.
Why Year-End Billing Matters More Than You Think
The end of the year can be chaotic for insurance-based practices. Deductibles reset, plans change, claims get held up, and insurance companies update their systems. If we don’t stay ahead of it, we end up with:
Delayed payments
Rejected claims
Frustrated clients
Hours of unnecessary administrative work
But with the right steps in place (as Davia beautifully explains), the process becomes much smoother.
1. Communicate Early About Insurance Plan Changes
Every year, from mid-October through early December, clients review their benefits and may switch plans. But they don’t always remember to tell us—until a claim is denied.
Davia recommends sending three gentle reminders:
November 1: “Are you changing your insurance plan?”
December 1: “If you have changed plans, please send us a copy of your new card.”
December 20: A final reminder before offices close for the holidays
This simple system can prevent weeks of denied claims and unpaid sessions.
2. Don’t Verify New Benefits Until January 1
Most insurance companies don’t upload updated plan information until the new year. If a client sends in new card details in December, thank them—but let them know verification will take place on January 1 when the system updates.
This keeps expectations clear and prevents unnecessary back-and-forth.
3. Keep Your Claims “Year Clean”
One of Davia’s most helpful tips was this:
Never submit claims from two different calendar years on the same claim form.
For example:
December 31 services go on one claim
January 1 services go on another
Mixing them causes automatic rejection at the clearinghouse level.
It’s such a small detail, but it saves a major headache.
4. Stop Assuming What Your Clients Can—or Can’t—Afford
This part of our conversation really stuck with me.
When insurance stops paying or denies a claim, many therapists feel guilty discussing the balance with clients. But Davia reminded us that:
The insurance company—not the therapist—is the one saying they won’t cover it
Clients often know before we do because they receive the EOBs
We should never project our own financial fears onto the client
Instead of assuming, we can simply explain the situation and offer options, including payment plans if needed. It honors the therapeutic relationship and respects the client’s autonomy.
5. Overcommunicate and Keep Everything Clean
The end of the year is all about:
Clear communication
Clean claims
Organized processes
When these pieces are in place, January becomes much more peaceful—for you and your clients.
Final Thoughts
Talking with Davia reminded me how powerful it is when we blend excellence with compassion. She leads her company the same way many of us lead our practices: with heart, intentionality, and a desire to serve others well.
If you haven’t listened to the full episode yet, I encourage you to check it out. There’s so much wisdom packed into our conversation, and I know it will help you finish the year feeling more grounded and prepared.
Here’s to a smooth transition into the new year—and to running your practice with clarity and confidence!
Davia Ward’s Resources
Annual Patient Insurance Update Communication
Links and Resources
Join the Wise Practice Membership Community
Learn More about Wise Practice Consulting
Connect with Wise Practice on Instagram
-
[00:00:00] Whitney Owens: Hi, I am Whitney Owens. I'm a group practice owner and faith-based practice consultant, and I'm here to tell you that you can have it all. Wanna grow your practice, wanna grow your faith, wanna enjoy your life outside of work, you've come to the right place. Each week on the Wise Practice Podcast, I will give you the action steps to have a successful faith-based practice while also having a good time.
[00:00:25] Now, let's get started.
[00:00:29] Jingle: Where she grows your practice and she don't play. She does business with a twist of faith. It's Whitney Owen and Wise Practice Podcast, Whitney Owen and Wise Practice Podcast.
[00:00:47] Whitney Owens: Today on the podcast I have an expert insurance biller for you guys, Davia Ward, who I actually met. Online. I just love the connections that we can create with one another, and I think that. Sometimes we don't utilize 'em enough or think about 'em enough. And she reached out to me, had seen some of my posts on social media and was like, Hey, tell me more about Wise Practice.
[00:01:11] And I was like, all right, this person I had, I don't know anything about. But you know, why not connect with her? We had such a lovely conversation and I think it just speaks to the importance of taking the time to meet with people. As practice owners, we can get so busy, overwhelmed, so much going on, we've got to slow down and make connections.
[00:01:31] And what I also just really, I loved her heart, her passion for insurance, but also like the billing and getting clients what they need and practice owners what they need. But her faith. The way that she integrates that into the way she runs her business. I do wanna preface the interview that while we're in the middle of the interview, her power went out.
[00:01:52] And she got on her phone, went outside and finished the interview. And I think that just shows so much dedication from her, and that is totally how she runs her business. So you are in for a treat. We are gonna talk about the things at the end of the year that you need to consider, and she's got tons of freebies that are gonna come up along the way.
[00:02:12] So make sure you're looking out for that. We actually got to meet in person at the Wise Practice Summit, so that was really exciting and formed a new friendship. So if you are thinking about coming to the summit, now's a really great time to buy your ticket because we're here at the end of the year and you get the tax write off if you're looking for that.
[00:02:31] So you can head to Wise Practice Consulting to the Summit page and get your early bird tickets and make sure you put the code in to get your ticket. I suspect we're gonna sell out this year. So if you want in, go ahead and plan for it now. Don't wait. We've already sold, I don't know, 40% of our tickets, something like that.
[00:02:49] So I am thrilled about that. It is by far one of my favorite things of the year. So, alright, well, I'm not gonna delay you any further. We're gonna jump into this episode and talk about the things with insurance billing that you need to be considering here at the end of the year.
[00:03:10] Today on The Wise Practice Podcast, I have Davia Ward. She's the CEO and founder of Healthcare Partners Consulting and Billing, a nationwide firm specializing in mental health, billing and practice management sport. Over 37 years of experience in healthcare, she's built a reputation for accuracy.
[00:03:29] Innovation and compassionate leadership under her direction. Her business has grown to be a trusted partner for providers across the country, helping practices streamline operations, improve reimbursement, and focus on delivering excellent patient care beyond business. She enjoys empowering women through job creation, training, and second chance opportunities.
[00:03:50] Thank you so much for coming on the show.
[00:03:52] Davia Ward: Thank you for having me. I'm excited to be here.
[00:03:55] Whitney Owens: Yeah. Yeah. Well, we're gonna jump into talking about billing today. Which is so important for mental health practices, but I also think that you're just a great, interesting person. You know, we gotta chat a little bit before the conference and some at the conference.
[00:04:08] So I'd love for people to just kind of get to know you on a personal level where you're located, a little about you, and then we could talk about some of those important things that we need to consider at the end of the year with their insurance billing.
[00:04:18] Davia Ward: I love that. Like you said, I've been doing this since 1987 before there was even any CPT codes or anything.
[00:04:24] So I grew up right out of high school into the medical world. Those doctors who I started out as a file clerk actually put me through nursing school, so I'm also a registered nurse, but I came back to the billing side because I. After a long trial of being in SICU, open Heart Recovery, I actually did nursing home working with geriatrics.
[00:04:47] So the whole gambit. I've delivered nine babies myself. I realized there was something seriously missing. When I was working with a patient and my mom at the time in SICU and he had just come outta surgery and his family was surrounding him and his prognosis wasn't very great, wasn't good at all, and the billing office came up and want them to sign papers, paperwork.
[00:05:10] Yeah. That is not the time to worry about a bill or anything in, in my opinion. Same thing happened when my mother passed early in 97, heart disease. At 55 the whole time she was going to doctors and, and she was one of the first few people that got the defibrillator and the pacemaker implanted, and, and she lived longer than anybody said she was supposed to.
[00:05:34] She was always worried about, can I afford this? Can I afford that? I, I don't wanna go see that doctor 'cause I don't know if I can afford the E-K-G-E-K-G still sticks in my head and it angers me that. At the time, there was a lot of front offices. Well just gimme your money. Gimme your money. And when I created HPC, I knew we were gonna be patient first.
[00:05:54] So. My thing is service. There's a code core value in our company. It's called SER Service, is we wanna be a service to others. I want every person that answers the phone at HPC for scheduling or answering a billing question to put their selves in a place of that person calling. It could be a mother, it could be a grandmother, it could be the daughter of someone getting a diagnosis of dementia.
[00:06:17] It could be all different things, but unless you put yourself in that person's shoes, how are you gonna respond to them? And sound caring and all that. So all that to say that HBC was created because of that. That's just what's carried forward in the last 20 some odd years. I'm a mother of six. I'm a grandmother of nine.
[00:06:37] We just, I just had a grandson a couple of months ago that he could go spend Christmas with. I live in Georgia, but my girls and my company, I say girls because being 57, I consider them my girls. I live all over the United States. They're either military wives that's had to change jobs every two or three years because I'm a military wife myself.
[00:06:57] They're stay at home moms that really do not wanna put their children in in daycare, but need or want to have a career, want to have some type of community. Anybody that's been in a domestic violence situation, anyone that's just made poor choices in life, the women that I have employed are such strong women and they don't realize it until someone else kind of.
[00:07:19] Builds them up and shows 'em if they can. They've heard no all their life. They've heard they're not good enough. When you look at my women, you may not think, oh, they're not boardroom types, you know, the suits and all that, but these women are handling practices that make millions of dollars a year and they don't realize what the power that they hold and how good they are at their jobs.
[00:07:40] Yeah. So even though my company is based on patient first, it's women. It's. Anybody that's been kept down. So it's, it's evolving into more of a, a vision is to help as many women as I can.
[00:07:52] Whitney Owens: Hmm. So I mean, all these things that you just said are things I really loved about you. The first time we talked, you know, we connected, I think over social media and then yeah, zoom call and just hearing your passion, not only for helping customer clients, customers, you know, people who are struggling with the.
[00:08:09] Yeah, with getting their own bills paid for their own medical issues. Mm-hmm. But you're also advocating for practice owners trying to get reimbursement for insurance. Oh,
[00:08:18] Davia Ward: definitely.
[00:08:19] Whitney Owens: And then you're also advocating for the people who work for you and caring well for them and, and I think that's such a good.
[00:08:26] Vision or representation really of Christ in the world, like the way that we fight for the underserved, the underprivileged, the people that need these things. And we are all those things at the same time in different kinds of ways. But I appreciate how you're living that out, those Christian values in the work that you're doing in the world.
[00:08:44] Davia Ward: Thank you. I love how it evolves. 'cause when you put Christ first in your life, he puts maybe what you think is obstacles, but he is, they're obstacles that he wants you to overcome. Because he knows that you're better than what you think you are. So me thinking first, patient first, but then I started looking around as I was growing my company and thinking, oh, I need to go find me a vp, or I need to find this director.
[00:09:07] I need to find this person. But I had strong abled bodied women. Around me that may not, like I said, not fit that mold, but could fill that seat and do a really good job. That's right. So that's my, that's my passion right now. I always say that we're changing lives one claim at a time. It does, you can take it however you want.
[00:09:26] Is it a patient, is it a provider? Is it a, an employee at HPC? But we're gonna change lives one claim at a time.
[00:09:32] Whitney Owens: That's right. That's right. I, I, that's what we say as therapists, one client at a time.
[00:09:37] Davia Ward: Oh good. I never heard that. That's awesome.
[00:09:39] Whitney Owens: Well, that's what I thought when I started being a therapist. I was like, I wanna help change the world one client at a time, and then they're gonna have greater impact.
[00:09:46] And you know, it just continues. Alright, so we could talk about this all day. Christ. Yeah, love it. But I also know we need to talk about some of the meat of the podcast and what are the things that practice owners that our insurance base need to be thinking about at the end of the year. Like things they need to be putting in place.
[00:10:03] Um, and maybe I'm just thinking, gosh, someone could listen to this and create a whole SOP just based on this interview.
[00:10:09] Davia Ward: Oh, definitely. That just actually gave me an idea that for your listeners, I'll create an SOPA blank SOP, and then I'll send it to you to share it with your listeners for this that I'm fixing to discuss for end of year and insurance changes.
[00:10:21] Would that be okay?
[00:10:22] Whitney Owens: That would be amazing
[00:10:23] Davia Ward: because I already have it, so might as well just share it. That's know's,
[00:10:25] Whitney Owens: right? Great. Yeah.
[00:10:27] Davia Ward: The main thing right now is I know that we've heard a lot about the A CA and things that are going on in Congress and right now is what we call open enrollment. It end open enrollment ends December 7th.
[00:10:38] This is where any person has Medicare can change their plan. TRICARE can change their plan, so if you're in tricare, they can go from Tricare Prime to TRICARE standard. They can change their med de medical insurance, their dental insurance. So it's open enrollment. And what I like everybody to try to do is since we know it's the same time every year, just like Christmas mm-hmm.
[00:10:59] Start on November one, sending out a email to all of your potential patients or current patients and ask them, are you thinking of changing your insurance? And if you are, please let me know when you made that decision. Because that way they can keep it top of mind. 'cause they're gonna have to share it with everybody anyway.
[00:11:14] But they may not even thought that they, Hey, I wanna look at my. It costs, and they can go in there and shop around.
[00:11:20] Whitney Owens: Yeah.
[00:11:21] Davia Ward: The second thing though is on December one, have you changed your insurance? If you've changed your insurance, please provide us with a copy of your insurance card. One thing that kind of will hold you up though, is when they, they say they have, you can't verify that benefit until January one.
[00:11:37] The insurances do not upload their new records or anything until after January one. So preempting it with, thank you for sending me your card. I will verify your benefits on January one and if they've changed I'll send you an email. If they haven't, it's up to you whether you wanna send another email saying they haven't changed or they, they won't hear from you.
[00:11:57] And then the third step to that is on December 20th, they send out the last reminder. Because not everybody's gonna remember, oh, I need to give you that card. But those general reminders are a really great way of getting the information ahead of time so that you're not sending, submitting a claim, finding out they have another insurance.
[00:12:15] Normally it's two to three sessions and they've already developed a big bill, especially if they're gonna go into a deductible. So yeah, just gentle reminders and you can set those up automated. If you have Gmail or Google, you could set the email up. Make sure you, b, ccc, whoever they're supposed to be the patients, and put a time or date stamp on it, like you can submit it or send it out, like whatever date and time you want it to go to,
[00:12:39] Whitney Owens: so.
[00:12:39] Mm-hmm. Yeah. Yeah. And people can probably also do that through their EHR as well. Mm-hmm. Yeah.
[00:12:47] Davia Ward: I know, like a simple practice. I think that's one of the, I love simple practice, but you can only do one patient at a time, but be very, very careful if you are gonna group those patients together that you do not violate hipaa.
[00:12:58] Mm-hmm. You make sure all the emails are BCC'd, not CC'd, and that's happened. It's just trying to get things done.
[00:13:05] Whitney Owens: Sure. Yeah, with, I use Spruce for our phone system. Oh, nice. You can also preschedule text messages.
[00:13:11] Davia Ward: Did not know that.
[00:13:12] Whitney Owens: Yeah. I mean, you still have to go, you know, one at a time, but it's something that you can do, which has been really nice.
[00:13:18] Davia Ward: But if you have an assistant or something, that could be something they can copy and paste, that's something you create a template with, and you can use a template every year. So you create it once, you just set up dates and it just goes forward from there.
[00:13:29] Whitney Owens: Yeah. Curious, do you ever tell patients to also check their benefits or do you tell them to just rely on the practice to check the benefits and let them know?
[00:13:38] Davia Ward: It honestly depends. If someone is really inquisitive and wants to understand, we actually spend a little extra time. I do, especially with the Medicare age patients, to explain the difference between HMO and A PPO, especially during this time. We can't recommend one. Policy over the other, but we can give them the positives and the negatives from the billing side and potentially from the patient side.
[00:14:01] Like I am a military dependent, so I have TRICARE standard, we had Tricare Prime and I hated having to get authorizations 'cause TRICARE Prime is like their HMO product, but most patients want you to lead them. Lead them with your expertise. Yes, they should understand their benefits, but what I like to do is give them questions.
[00:14:26] If they wanna call, give them a list of questions and explain what the question is about the the what is a co-pay, what is a deductible? Because you'll hear 'em all the time and come back and say, well, I have a copay of 2065. Well, actually that's probably a co-insurance. And learning the terminology because it gives 'em so much power.
[00:14:43] So I think both sides, I think it. The patient should know, but it really, if the provider wants to get paid, they have to step up and do it.
[00:14:53] Whitney Owens: Definitely. Yeah. So let's talk a little bit about payment. What are some things we should consider at the end of the year with getting reimbursements?
[00:15:01] Davia Ward: Perfect. A lot of providers.
[00:15:04] I prefer to bill every day for the previous day. So it creates revenue, a revenue that's coming in more routinely, like I know usually Tuesdays are our Blue Cross Blue Shield payment days, so getting those in. But at the end of the year, some providers will bill monthly or they'll group a whole bunch of different sessions together.
[00:15:21] Insurances will kick back your claims if you have. Different years on them, like December 31st and then January the sixth. And I know that we get lax about it because we're on holiday and we, nobody really wants to work during that time, but just be careful to keep the same year on the same claim. All of 2020 fives need to go on one claim.
[00:15:40] All of the beginning of 2 26 needs to go on a separate claim. Hmm. Because you don't want a rejection. Or they'll reject it. They won't deny it, but they'll reject it back outta the clearing house because it can't read that information correctly.
[00:15:52] Whitney Owens: Yeah. That's a really good tip that people probably aren't thinking about until it happens.
[00:15:56] Right. And then you remember,
[00:15:58] Davia Ward: I have to laugh because I learned it the hard way, honestly. And so like beating your head against the door, once you learn something, you really try to pay attention so you don't do it again. Or at least I do. Yeah. And being 37 years, this has been the same way since 1987 guys, it has been no different to 2025.
[00:16:15] You can't mix up the years on professional claims. Facility you can, facility is different. Think of IOP PHPs because someone may be in the hospital through the holidays. That's acceptable. It's not acceptable for professional claims.
[00:16:28] Whitney Owens: Mm-hmm. If somebody is in the hospital over the holidays, does it, is it based on the day the treatment started?
[00:16:35] Or like, because I am asking for personal reasons, my daughter's having surgery on December 29th. I'm like, don't y'all push back that surgery?
[00:16:44] Davia Ward: No, no. It's the date of admission. So if you're worried about deductible and out-of-pockets, it's the date of the admission.
[00:16:51] Whitney Owens: Alright, we're getting her in.
[00:16:53] Davia Ward: Yep,
[00:16:53] Whitney Owens: I would.
[00:16:54] That's right. Well, it's already scheduled. I'm like, nobody can get sick. Everything has to go according to plan.
[00:17:00] Davia Ward: That's my favorite part actually. When I get an E oob back and find someone who's met their out of pocket, I will send out an email. You have met your out-of-pocket, by the way. Go get any medical care you want right now.
[00:17:09] It's covered at a hundred percent.
[00:17:11] Whitney Owens: I know we got the bill for her first surgery. She had her first surgery in October. Mm-hmm. And when it
[00:17:15] Jingle: came
[00:17:16] Whitney Owens: in the mail, I was like, holy cow. Like it would've been almost $200,000. And I was like, alright, everything's met at a hundred percent. How
[00:17:25] Davia Ward: is she? How's your daughter by the way?
[00:17:27] Whitney Owens: She's doing great. Doing really great. So good. Yeah. Yeah. Okay. So thank you for clarifying that for me. I was pretty sure, but you're an expert, so I thought I'd ask she in front of me. Okay. So another question that I've had some practice owners asking me about that kind of goes along with this is what about, and this could be end of year, anytime of year when the insurance company decides they're not gonna cover anymore.
[00:17:51] For whatever reason. And so I think therapists feel this like guilt going to their client and saying, okay, now you gotta pay cash for these sessions and you've had three or four and we just now found this out. Or do you just eat the cost, discuss it with the client, then let them make a decision if they wanna keep seeing you pay in cash or like, I think that's a really hard question.
[00:18:14] Davia Ward: It's a really hard conversation, especially for a newer therapist or therapists that are really, I call 'em, they have the therapist heart and not a business heart, and there's nothing wrong with that. The patients I wanna let y'all know get the same correspondence that you get sometimes even beforehand.
[00:18:33] So when a claim is denied, they get that EOB saying that claim was denied. If they're recouping money. They get that same letter telling them why the money was recouped from their provider. I would really love for y'all to keep that in mind. Quit assuming someone can't afford to pay. Quit putting your upper limits Are are lower limits on them?
[00:18:59] 'cause a lot of the therapists that I see, or will I couldn't afford to pay that. Do not, do not project that onto your patient. Give your patient the opportunity to either explain. They may have another insurance, they may have, it could be their partner, could have insurance on 'em and they didn't know parents for the children.
[00:19:17] You know, those change all the time, but give the patient time to understand. Let them make the decision if they can pay or not. If it's a large sum, if they say they can't afford to pay, ask them. Well, let's get you on a payment plan. How much could you afford? I have patients paying me $5 in some practices to pay off a thousand dollars.
[00:19:37] Don't take that opportunity away from them, but also don't take it away from yourself. It's technically not your decision to make because according to the rules, the insurance contract is between the patient and the insurance, not you and the pa, not you and the patient. I know that sounds really weird.
[00:19:57] You're technically a third party to that whole relationship. Mm-hmm. You're filing claims on behalf of the patient with the insurance to be reimbursed so they don't have to pay out of pocket. You're there just to facilitate.
[00:20:11] Whitney Owens: Boy, I'm really glad I asked you that question, that that mind shift is so important.
[00:20:18] It's, it's the insurance company that's telling them we're not paying. And we take that on ourselves and feel that guilt. I, I love the way you just kind of changed that for us.
[00:20:29] Davia Ward: I see it all the time providers like, oh, I'm not gonna, I can't, they can't afford that. Do you really, really know that? Because I've seen people walk in with, in practices, I'll never forget this practice on New York.
[00:20:41] And she said, well, I'm not gonna charge them. And I said, well, did you see her just walk in that Louis Vuitton bag and that Starbucks cup every time she came in to sit in your chair? And I'm not trying to be rude or anything, I'm just. Perception and what people say can be, can be two different things. I was at a seminar this past week and they were talking about reality versus truth.
[00:21:00] Our reality is based on assumptions that we fill in the gaps with mm-hmm. Truth, there's, it's, it's just truth. So everything we think, oh, they can't afford to pay, that's your reality. That may not be theirs. Mm-hmm. It's just, it's a complete mind shift for me. This past weekend I was in San Diego at a con, at a leadership conference and they about leading people.
[00:21:20] When somebody calls in sick, oh, are they really sick? You know, the first thing, why am I filling in gaps? Or why can't this person, you know, this patient can't afford to pay? Why are you filling in that gap for them? Mm-hmm. And if they say they can't, okay, great. These are your options. Let's try to figure out a path forward together.
[00:21:38] Because remember, relationship therapy is a relationship. Therapy is you walk side by side with that patient. You're not supposed to be walking in front or behind. You're supposed to be walking side by side.
[00:21:48] Whitney Owens: Yeah. Well, we're certainly talking about insurance billing, but we're talking about leadership too, right?
[00:21:54] Davia Ward: Yeah, sorry.
[00:21:55] Whitney Owens: You know, it's beautiful. I love it. Even group practice owners, it's like we wanna fill in the gaps for our employees. I mean, just that example about calling in sick. So tell me about kinda last ideas, thoughts that people need to be aware of when they're coming to the end of the year.
[00:22:10] Davia Ward: Well, it really just boils down to communication is over communicating with your patients.
[00:22:15] And making sure you get everything that you need and 'cause they're gonna need it for the other providers and doctors as well. But being mindful of when you're submitting claims and making sure that they're clean. 'cause it always never seems to fail that the end of the year claims kind of get held up sometimes.
[00:22:31] So if you can get them in early and as clean as possible, you shouldn't have any issues.
[00:22:37] Whitney Owens: Yeah. Yeah, that's great. Well, I know that you've got a lot of services that you offer to practice owners, and you've got like a freebie today that we can have. So can you talk a little bit about your intake? It's a toolkit, correct?
[00:22:50] Davia Ward: It is. A lot of providers don't understand the questions they need to ask when they have to call the insurance or how they, how and where it affects 'em. So I created a toolkit with several little things in it. One is a spreadsheet that you can keep up with when you call and keep up with the, their patient, your patients.
[00:23:07] Another is actually a decision, a decision tree. When you ask a question and you get an answer, it tells you, it tells you a following question tells you there's that. There's that rooster. I dunno if you could hear it. I did,
[00:23:20] Whitney Owens: I could a little bit. Yeah. I love it
[00:23:22] Davia Ward: is a decision tree. Sometimes you, you know, to ask questions, but you don't know what to do with the information or if you need to ask another follow up question.
[00:23:30] So there's a list of questions, a decision tree, and then there's more about terminology, understanding what the benefits mean and the words that they're giving you, and some other acronyms and words that they may use that you may not be aware of.
[00:23:42] Whitney Owens: Oh, that's super helpful. Gosh, thank you so much for that.
[00:23:45] Okay, and so somebody's listening and they're wanting some help with their insurance credentialing and those kind of things. How's the best way for them to get in touch with you?
[00:23:53] Davia Ward: Of course, you can go to our website, hpc billing.com. I have a link there that you can set up a free consultation with me, or you can email me Davia DAVI a@hpcbilling.com.
[00:24:06] Whitney Owens: Lovely. And just so listeners know, especially if they're watching, we like had a cut out with the internet and Davia was so kind to get back on here and was sitting outside with the roosters on her, on her land. And I really appreciate your dedication with that. And I think we provided a lot of good information for practice owners.
[00:24:24] So thank you. And you were at the summit this past year. How was your experience? I
[00:24:30] Davia Ward: loved it. It was. The community and the people were there just to help each other and lift each other up. It's, it's very, it was an intimate type setting, or it felt like it was intimate. It was pretty large to me. Over a hundred people, it seemed like attended.
[00:24:47] But I love, I'm a people watcher, so setting there and seeing each other, give each other, give each other props or they give back to each other. They're such go givers, and that's the community I wanna be a part of. So thank you for having us. We had a wonderful time.
[00:25:03] Whitney Owens: Well good. That means a lot to me. Well, I'm glad you had that experience and looking forward to next year, so
[00:25:07] Davia Ward: Definitely.
[00:25:09] Whitney Owens: Alright, well thank you so much for all the information you provided and resources and I look forward to staying in touch.
[00:25:15] Davia Ward: Same here. Take care.
[00:25:19] Jingle: So click on follow and leave a review and keep on loving this work we do with Whitney Owen and Wise Practice Podcast, Whitney Owen and Wise Practice Podcast.
[00:25:37] Whitney Owens: Special thanks to Marty Altman for the music in this podcast. The Wise Practice Podcast is part of the Site Craft Podcast Network. A collaboration of independent podcasters focused on helping people live more meaningful and productive lives.
[00:25:51] To learn more about the other amazing podcasts in the network, head on over to site craft network.com. The Wise Practice podcast represents the opinions of Whitney Owens and her guests. This podcast is for educational purposes only, and the content should not be taken as legal advice. If you have legal questions, please consult an attorney.
