Employee Assistance Service Information Form
The Employee Assistance Service Information Form is essential for clinicians to provide accurate information for EAP billing. It ensures prompt payment when filled out correctly and submitted timely. This form is vital for documenting client sessions and services rendered.
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How do I fill this out?
Filling out the EASI Form requires careful attention to detail. Gather all necessary information including client data and session specifics before starting. Make sure to complete both pages of the form for submission.

How to fill out the Employee Assistance Service Information Form?
1
Gather all required information related to the case.
2
Complete both sections of the EASI Form accurately.
3
Mention the date of the first session and appointment offered.
4
Indicate the 'Time Seen' in minutes if applicable.
5
Submit the completed form within the stipulated timeframe.
Who needs the Employee Assistance Service Information Form?
1
Clinicians who need to document EAP sessions for their clients.
2
Employees accessing EAP services to ensure accurate billing.
3
Agencies that require annotated records of client engagement.
4
Accountants handling payments for mental health services.
5
HR representatives managing employee assistance programs.
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What are the instructions for submitting this form?
To submit the EASI Form, please fax it to Magellan at 1-888-656-4789 or email it to the designated billing address based on your organization. Alternatively, you can mail the completed form to California Office, P.O. Box 710430, San Diego, CA 92171. Ensure that you submit it within 90 days from the service end date for timely processing.
What are the important dates for this form in 2024 and 2025?
Important dates for submitting the EASI Form include the 90-day window following the end date on the Magellan referral sheet. Ensure to complete the form within this timeframe to guarantee payment processing. Staying aware of these deadlines is crucial for compliance and efficiency.

What is the purpose of this form?
The purpose of the Employee Assistance Service Information Form is to streamline the billing process for EAP services. It ensures that all critical details are captured to facilitate accurate reimbursement for clinicians. By providing clear documentation, it supports the effective delivery of mental health services.

Tell me about this form and its components and fields line-by-line.

- 1. MIS#: Unique identifier for the case.
- 2. TIN/SSN: Tax Identification Number or Social Security Number for payment.
- 3. Clinician: Name of the clinician providing the service.
- 4. Agency/Organization: Name of the organization affiliated with the clinician.
- 5. Street Address: Client’s street address for record-keeping.
- 6. City: City for the client’s address.
- 7. State: State of the client's residence.
- 8. ZIP Code: Postal code for the client's address.
- 9. Case#/MAT#: Specific case number for tracking.
- 10. Client Name: Name of the individual receiving services.
- 11. Session Dates: Dates when the sessions occurred.
- 12. Time Seen: Duration of the session.
What happens if I fail to submit this form?
Failure to submit the EASI Form may result in delayed payment and could affect service reimbursement. It's critical to follow all submission guidelines to avoid complications. Inaccuracies may lead to claims rejection.
- Delayed Payment: Failure to submit the form on time can delay the reimbursement process.
- Claims Rejection: Incorrect or incomplete forms may be rejected, leading to loss of payment.
- Client Dissatisfaction: Inadequate billing practices may diminish client trust in the service provider.
How do I know when to use this form?

- 1. EAP Billing: Needed for accurate billing of Employee Assistance Program services.
- 2. Client Documentation: To keep records of sessions provided to clients.
- 3. Reimbursement Submission: Essential for submitting claims for reimbursement.
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