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How to get your HMO referral

Follow this checklist to learn how to submit your approved insurance referral documentation to get your appointments billed through your HMO.

Circle Medical may be able to bill your appointments through your HMO plan, but there are a few things you’ll need to do first.

Once you complete these steps to get your approved HMO referral documentation, the Care Team can verify the referral information with your insurance, and help book your appointment:

  1. Find your assigned Primary Care Provider (“PCP”)

  2. Ask your PCP to request a referral to Circle Medical through your HMO plan

  3. Wait for your HMO plan to approve the referral. Most patients receive their approved referral document within 1–2 weeks.

  4. Get your approved referral document from your insurance plan, and confirm that it includes:

    • Your referral number

    • Effective start and end dates

    • PCP information

    • Total approved visits

  5. Share your referral document with Circle Medical on the mobile app or web portal

    • Start a new chat, select “HMO Referral,” and follow the prompts to share your referral document.

New to Circle Medical? Check out our article on how to start a new chat.

Looking for more? Read our complete guide on navigating HMOs at Circle Medical.

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