☎️Sourcing Your Own Patients
What Are Provider Sourced Patients?
Provider sourced (PS) patients are patients that you source yourself through your own marketing, referrals, website, or professional networks - rather than patients referred through Berry Street's marketing channels.
We've created a custom booking flow for your practice that offers significant advantages:
Patients are automatically matched with one of your providers based on insurance and location
If no match, they're advised to reach out to you directly for cash pay options
All insurance and billing information is collected automatically
They book an appointment immediately (huge conversion increase vs. back-and-forth communication)
Two Methods for Adding Provider Sourced Patients
Method 1: Provider Sourced Booking Flow (Preferred)
When to use: This is the preferred method as it gathers all necessary information upfront and streamlines the process. Click here to see an example of what this booking flow looks like.
What happens:
Patient fills out your custom booking flow
System collects all patient information, insurance details, and billing information
Patient books their initial appointment immediately as long as they're in an approved state and have an insurance company your team is in network with
Patient is automatically added to Healthie as "provider sourced - insurance" group
System queues them for an automatic benefit check
Important note: This flow only works for NEW patients whose email is not already in Healthie.
Method 2: Manually Add to Healthie
When to use: When you want to add a patient directly without them going through the booking flow first.
Steps to manually add a patient:
Log into Healthie and navigate to "Clients" from the sidebar
Click "Add Client" in the upper right corner
Fill in the patient's first & last name and email address
Set the client group to "provider sourced - insurance"
Select "Do not send the client invite email"
Click "Add client" at the bottom
What happens after manually adding:
Patient receives a welcome email with login instructions
Our system automatically requests their insurance information and date of birth (mimics the standard booking flow)
Important: Make sure to also request that they complete their billing information
Patient can then schedule their initial appointment
To send your Healthie booking link to a manually added patient:
Navigate to "Calendar" in Healthie
In the upper right corner, select "More"
Select "Share and Embed"
Uncheck "All Appointment Types"
Select the "Initial Assessment - 90 Minutes (PS)" appointment type
Select "Sharing Link"
Select "Copy" to copy the link and share with your patient
Note: This Healthie booking link is different from your provider sourced booking flow link mentioned above.
Required Information for Provider Sourced Patients
To run a benefit check and bill insurance, we need the following for any provider sourced insurance patients:
Personal Information:
Full legal name
Date of birth
Email address
Insurance Information:
Insurance company name
Policy/member ID number
Group number
Subscriber information (if patient is not the subscriber)
Copy of insurance card (front and back)
Billing Information:
Credit card on file for copays/coinsurance and for no show/late cancellation fees
Client Group:
Patient must be in the "provider sourced - insurance" group in Healthie
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