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Sliding Scale/Reduced Rate form or policy

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Hannah Wilson
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I'm wondering if others have a form to provide clients for determining eligibility for sliding scale or reduced rate based on client's income or financial situation. Obviously, this would differ and be adjusted based on location. 

Thank you. 

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9 comments

Date Votes
  • Eve Christman

    I am wondering the same. I see some informative info online but it would be great to have a form in simple practice or if anyone would like to share. That would be great.

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  • Ruth

    Hi Eve and Hannah - You're welcome to create a custom Consent Document, or Intake Form for clients you've agreed to offer sliding scale rates to. To create a custom Consent Document, go to Settings > Client Portal > Shared Documents and Files > +Consent Document. To create a custom Intake Form, go to Settings > Notes & Forms > +Create New Template > Select Intake Form as the Template Type. 

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  • Kimberly Carroll

    I am new but I just developed what I think will work for us to provide a sliding scale. I placed a PDF available to assign for client portal download and reading. This contains the sliding scale information, a table with family size and income ranges for them to review and select a level. Then, I assign then an intake form I created that basically allows them to select the level in which they fall. Then by electronically signing the form they let me know 1) what level to charge them and 2) they agree to the arrangement. When I discuss with a client sliding scale, I can now then assign them both of these documents in their portal. Then one thing I am still working out is charging them requires me to look at this information and then modify charges for each session. Could be time consuming. Solutions?

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  • Eve Christman

    I ended up joining Open Path Collective. They do all the sliding scale paperwork and you also can get referrals whom do not have insurance or are under insured.  The therapist pays nothing and the client pays $59 for a life time connection to therapists who are willing to have a sliding scale. It has been working for me.

     

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  • Phoebe Bass

    Do you have an intake form you are using to document the fee agreement with the Open Path client? I am having trouble figuring out how to have a form that can be customized for each client.

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  • Eve Christman

    Open Path forwards you their intake and signed agreement when connected to a client. You can then file that email.

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  • Terri E. Goldstein

    I'm wondering if Kimberly will share the form and process she developed for sliding scale. I'm not sure how to ask that question.

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  • Samantha Hanson

    how do we then switch the amount on simple practice so it doesnt constantly show up as what the normal practice fees are?

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  • Ruth

    Hi Samantha, you can go to the client's file > Edit > Billing and Insurance > scroll down to adjust the client's Default Service Code and rate. This new fee will apply to all appointments you schedule afterwards. If you already have appointments for this client scheduled, then the new fee won't retroactively apply to these appointments. You'll have to recreate the appointments to have the new fee automatically populate. 

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