ATP & cpo guide to

Patient Referrals

Serving patients in Illinois, Indiana, and Utah


We love partnering with you to get your patients moving! While your office staff will likely handle the technical side of booking the appointments, you are the quarterback on the ground.


Before handing a patient file over to your scheduling team, please personally vet the file for insurance compatibility, clinical documentation, and cognitive consent requirements using this streamlined checklist.



1. Insurance Vetting

Before approving a patient for scheduling, cross-reference their insurance against our accepted plans list here.


Updated June 2026


Medicare & State Plans:

  • Traditional Medicare
  • IHCP: Hoosier Healthwise, Hoosier Care Connect, Indiana Pathways for Aging, Healthy Indiana Plan


Anthem/Blue Cross Blue Shield:

  • BCBS Commercial (PPO, Pathway, Indemnity/Standard)
  • Medicare Advantage (HMO & PPO)
  • HealthSync
  • NOTE: We do NOT accept Anthem FEHB or PSHB (no telehealth coverage).


Aetna:

  • Commercial
  • Medicare Supplement


Devoted Health

  • PPO only


We are actively credentialing with other insurers and this list will be updated periodically.


💡 Financial Hardship & Self Pay

Before turning a patient away due to insurance status, we offer these alternatives:


  • Financial Hardship: We offer reduced cash fees for qualifying patients based on specific financial need guidelines. Please contact our office prior to scheduling to discuss self-pay/hardship arrangements.
  • 💡 OON Guardrail: If we are Out-of-Network (OON), meaning your patient does not have one of the insurances listed above, we can utilize our financial assistance option IF AND ONLY IF their specific plan accepts a DME prescription written by an OON provider. If their plan strictly blocks OON prescribing, to protect the patient, we cannot accept the referral.


2. Gathering the Clinical Package

Ensure your office team has the following documents ready to send to us immediately after booking.

We use secure, HIPAA-compliant email.


  • Patient demographics and insurance details (your standard office facesheet is perfect).
  • Recent clinical notes from the patient's medical team relative to their mobility needs.
  • If relevant: your ATP/SMS measurements (highly helpful, though not required).
  • If relevant: most recent evaluation notes from their Certified Prosthetist/Orthotist.


3. Cognitive & Consent Assessment (If Applicable)

If the patient has dementia, Alzheimer’s, or any cognitive impairment, you must determine how legal medical consent will be obtained:


  • Path A (Legal Representative Present): If the POA or a family surrogate will be physically present with you and the patient during the Zoom call, no advance contact info is needed. They will sign consents with you electronically on-site.


 

  • Path B (Patient Alone / Memory Care): If the patient will be alone during the evaluation, you must secure the cell phone number and/or email address of their legal POA so our office can capture their signature prior to the visit.


  • 📝 Where to Find the Forms: For Path A, the required consent forms will automatically pop up on screen the moment you join the Zoom meeting. However, if the family prefers to review or sign them ahead of time, they are always publicly available under the Forms section of our website.


  • ⚠️ Strict Legal Boundary: Facility staff members (nurses, therapists, or care coordinators) cannot legally sign consents for the patient. If there is no family on the call, and no POA contact info provided to get consent ahead of time, we cannot move forward with the evaluation.





💡 Tips for a Flawless Telehealth Encounter

Since you are our eyes and hands on the ground during the virtual visit, a little prep goes a long way!

Here are a few field-tested tips to make sure the appointment runs perfectly:


  • Log Onto the Local Wi-Fi: Cellular data inside heavy medical clinics or memory care facilities can be notoriously spotty. Connecting to the facility’s Wi-Fi before the call starts ensures a crystal-clear video feed and keeps the call from dropping mid-evaluation.
  • Laptop vs Tablet or Phone: Laptops can be awkward to move around for video. Using a smartphone or tablet allows you to easily pan the camera down to show us gait mechanics, foot external rotation, or specific areas of skin stress live.
  • Watch out for Backlighting: Try to position the patient so they aren't sitting directly in front of a bright window. If the main light source is behind them, it turns the patient into a dark silhouette.
  • Do a 2-Minute Early Tech Check: Jump onto the Zoom link just a couple of minutes before the scheduled slot. It gives you a quick moment to ensure your device's camera and microphone permissions are set.




We look forward to working with you!