End of Year Insurance Billing Procedures with Davia Ward, CMRS, CBCO | WP 165 cover art

End of Year Insurance Billing Procedures with Davia Ward, CMRS, CBCO | WP 165

End of Year Insurance Billing Procedures with Davia Ward, CMRS, CBCO | WP 165

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In this episode of the Wise Practice Podcast, I sit down with Davia Ward — CEO and founder of Healthcare Partners Consulting & Billing — and one of the most mission-driven leaders I've ever met. With over 37 years of experience in healthcare, Davia has built a nationwide billing firm grounded in accuracy, compassion, and Christ-centered service. But what struck me most in our conversation wasn't just her expertise… it was her heart.

Davia shares her powerful personal journey from file clerk to registered nurse to founder of a thriving billing company that now employs and empowers women across the country — military wives, single moms, survivors, and those who simply needed someone to believe in their potential. Her story alone is worth listening to.

But this episode is also packed with practical, timely tools for insurance-based practice owners, especially as we head into the end of the year. Davia breaks down:

✨ What every practice owner needs to know about open enrollment
✨ How to communicate with patients about insurance changes (without stress)
✨ The biggest billing mistakes clinics make in December
✨ How to avoid claim rejections related to year-end transitions
✨ Why therapists must stop assuming what clients can or can't afford
✨ A powerful mindset shift around reimbursement, value, and leadership

Plus — Davia created an end-of-year billing SOP toolkit just for Wise Practice listeners. Yes, really.

This conversation is equal parts heart, wisdom, and highly actionable guidance. If you've ever felt overwhelmed by insurance billing, unsure how to navigate the year-end chaos, or simply needed encouragement from a strong Christian leader… this episode will bless you.

Tune in and learn how to streamline your billing, strengthen your leadership, and serve your clients well — one claim at a time.

03:10 Meet Davia Ward
04:18 Why She Created a Patient-First Billing Company
07:52 Empowering Women Through Hiring & Leadership
08:44 Integrating Faith Into Business & Service
10:38 What Practice Owners Must Know About Open Enrollment
11:57 Smart December Reminders to Prevent Claim Issues
13:29 Teaching Clients to Understand Their Benefits
14:53 Avoiding Year-End Claim Rejections
17:51 When Insurance Stops Paying: How to Have the Conversation
18:59 Stop Assuming What Clients Can Afford

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Annual Patient Insurance Update Communication

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