Insurance Protocol

Insurance Protocol

Wikis > Insurance Protocol
  1. Update the Master List of Practitioners in the Google docs (My Drive–> Miscellaneous–>Master List of ALL MAT SPECIALISTS AND ABOVE)
    1. If they aren’t in the Specialist tab, check for them in the “incompletes” tab. Some people send in their insurance forms before they have officially passed their test to speed up the process. 
  2. Scan and save a copy in the Insurance folder (Public MAT Docs–> EDUCATION–> MAT CERTIFIED SPECIALISTS –> SPecialist Insurance on File Forms).
    1. Rename the file with their first and last name, and their insurance EXPIRATION date.
  3. Upload a copy of their insurance to their Highrise Account. (Show options–> Attach a File).
  4. Ensure they are listed as active in the Dashboard.
    1. If they are listed as inactive, you will need to be sure that they are also up to date with their Continuing Education, as well as their insurance to be listed as active.