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QUALIFIED

Lives in the local area (Approx. 50-Mile Radius)

Is moving into the local area within at least one month and will be able to come in regularly

May have a tight budget but is not experiencing any catastrophic financial event (Such as a Divorce, House Fire, Lawsuit, Job Loss, etc.)

Does not explicitly decline the possibility of starting a care plan (As in the case of an automatic PPV)

Is experiencing a condition in which our office can take care of without having to refer out to another provider

Is cognitively stable (mentally and/or emotionally healthy enough to make an informed decision) ****

NON-QUALIFIED

Not local

Is moving outside of the local area soon and will not be able to come in regularly

Is experiencing, or anticipating a catastrophic financial event (Such as a Divorce, House Fire, Lawsuit, etc.)

Explicitly communicates that they will be paying per visit during the New Patient or Reactivation Exam

Is suffering from a condition in which our office is not fit to serve them and must refer out to another provider

Is cognitively impaired (not mentally and/or emotionally healthy enough to make an informed decision)

Source: Qualified vs. Non-Qualified

Information for finding the type of report based on which care plan a patient completed is located here: Patient Services Definitions. You can find the Report Codes and their respective appointment types listed here: Activation Charge Flow

Documents are available on our Resources Page. The most frequently searched for documents are listed below with download links. 

Care Plan and Therapy Fillable Document 

New Patient Documents (Wiki Page) 

2026 ABN Form 

2026 Office Policies