Welcome to Wellness Solutions!

 

• Picture It, Then Proceed - Before you dive into the online form, we strongly suggest snapping a pic of your government-issued ID and both sides of your insurance card. You’ll need to upload these to complete the process. Don’t worry, we don’t need your credit card info until you book an appointment. 

 

• Pro tips - To make life easier, use a device with a large screen to fill out the form. You will be asked to provide the name and contact information of the guarantor for your care, the subscriber for your insurance, and your emergency contact. Also, you will be asked to upload images of your current government issued photo ID, as well as, the front and back if your insurance card to complete the form. Having this information available will assist you complete the form. This form will take approximately 30 minutes to complete. The form is only available online. There is no paper version of this form. The form cannot be started and saved to complete at a later time. Please ensure you have the time to complete the form once you begin. To avoid potential data loss do not start the form and then leave the tab open to complete at a later time. 

 

• Paperless, Organized, Frictionless Intake - Our online intake process is designed to be quick, easy, and private. For security reasons, you can’t start and save the form to finish later—it’s a one-shot deal. And yes, it’s only online—no paper forms here! 

 

• Thoughtful & Thorough - We encourage you to fill out the form as honestly and thoroughly as you’re comfortable. Your privacy is our priority, and we’re here to help. We ask that you approach the online intake form thoughtfully so we can truly understand you in a meaningful way. Completing the form with care helps us help you better. If we don’t have the details we need, we might not be able to provide the support you seek. Skimming through and forcing the form might limit our ability to assist you.

 

• Collaborate & Coordinate - Wellness Solutions will do our best to match your preferences for care. If we can’t, we will provide the available options so you can make the best informed decision for yourself. WS can’t guarantee an appointment or a specific clinician—new client appointments depend on clinical availability, expertise, and the client's schedule.

 

• Understanding, Patience, & Quality Care - We only collect the information to provide quality personalized care and required by Federal law, Texas law, and insurance regulations. We cannot provide care to a client without collecting client information, insurance information, and the permissions and consents required. We understand that some clients may not be comfortable providing certain information and we respect your rights and your comfort. Please complete the forms as much as your are comfortable and feel emotionally safe. We honor your right to exercise discernment with your personal information. We will make decisions regarding a client's admission to care based on the information provided. 

 

• Encouragement & Celebration Stickers - We included encouragement and celebration stickers throughout the intake form to help provide support and positive vibes as you complete the intake process. We aim to make your care journey with Wellness Solutions positive. We also include emails to support your new client onboarding to provide valuable information and empower your experience.  

 

 

• Oops! You are receiving this message because of your response to the previous question.

 

• Based on your "No" response to the new client getting started questions you cannot proceed with client registration.

 

• If you would like to proceed then please click the "Previous" button below and select "Yes" to the new client getting started question.

 

• Save Time, Money, & Frustration! Make sure you provide CORRECT client registration, demographics, and insurance information. 

  

• PLEASE make sure that the information you provide for client registration including insurance and demographics are correct. This will help avoid rejected and denied claims and avoid unnecessary fees. 

 

• PLEASE make sure that you check your insurance benefits with your insurance company and are familiar with your policy benefits. 

 

PLEASE READ THIS IMPORTANT INFORMATION!!!

 

Ths information is for clients who have TWO Private Commercial Insurance Policies.

 

You are seeing this message becasue you indicated that you have TWO Private Commercial Insurance Policies. 

 

• For clients who have both primary and secondary private insurance, the insurance companies have rules to determine which insurance is considered primary and which insurance is considered secondary. 

 

• Below you will find the rules private insurance companies use to determine which insurance is considered primary and which is considered secondary.

 

• Since you indicated that you have two insurance, please review the rules below to determine which of your insurance policies Wellness Solutions should use to help you pay for your services. 

 

• Please note that if you have one public insurance policy, such as, Medicaid, and you have one private insurance policy, such as a Cigna commercial policy, then the private commercial policy is always primary. 

 

How to Determine Which of Your Two Insurances is Primary: 

 

• The Birthday Rule is a guideline used by insurance companies to determine the primary and secondary insurance coverage for a dependent when the client has two insurance plans. 

 

• Primary Insurance: The insurance policy of the parent whose birthday (month and day, not year) comes first in the calendar year is considered the primary insurance. This means that the insurance plan of the parent with the earlier birthday will pay first.

 

• Secondary Insurance: The insurance policy of the parent whose birthday falls later in the year becomes the secondary insurance. This plan covers costs that the primary insurance does not cover, subject to its own terms and conditions.

 

• Example: If one parent’s birthday is on March 10th and the other’s is on July 25th, the insurance policy of the parent with the March 10th birthday would be the primary insurance, and the policy of the parent with the July 25th birthday would be secondary.

 

Important Notes:

 

• Year of Birth: The year of birth is not considered—only the month and day.
  Exceptions: If the parents are divorced or separated, the custody agreement or court order may determine which insurance is primary. Additionally, some states or insurance plans may have different rules.

 

• SUPER IMPORTANT: Wellness Solutions only bills primary insurance. Wellness Solutions does not bill secondary insurance. Please use the abive information to determine which of the two insurance policies you will use for your services. You cannot just pick one insurance based on preference. Any services denied by insurance will be the responsibility of the client to cover. If you provide the incorrect insurance policy then the services may be denied and the client will be responsible for all denied charges. 

• Oops! You are receiving this message because of your response to the previous question.

 

• Based on your "No" response to the new client getting started questions you cannot proceed with client registration.

 

• If you would like to proceed then please click the "Previous" button below and select "Yes" to the new client getting started question.