Broker & Agent Resources Hub

Broker & agent resources

Below you’ll find all the essential tools to streamline patient onboarding and assist clients with confidence.

Register your Medicare-eligible clients

Complete this form so our Patient Advocate team can help schedule your client’s appointment.

"*" indicates required fields

FMO / Brokerage / Health Plan*

NPN

Your First Name*

Your Last Name*

Your Phone*

Your Email*

Patient's Member ID

Patient's First Name*

Patient's Last Name*

Patient’s Phone Number*

Patient’s Email*

Patient's Date of Birth*

Patient's Gender*

Patient Type*

Patient's Health Plan*

Patient Effective Date*

Provider Assigned*

Clinic Location*

Message

Comments

This field is for validation purposes and should be left unchanged.

(727) 316-6914

Need support?

Patient Advocate Team
(727) 316-6914
maxsocial@mymaxdoc.com

Broker Engagement Liaison
Maddie Presson
Madeline.Presson@mymaxdoc.com

New Patient Package

After completing the registration form, provide the patient with the New Patient Package and coordinate its completion.

Resources

Providers

Learn More

Provider Participation ID's

Visit our locations

View All Locations

Broker Training Guide & FAQs

Broker Training Guide

When am I compensated for enrolling a new patient?

Broker submissions are reviewed and processed on the second Friday of each month. To be eligible for compensation, all required services—such as the completed Client Registration Form and New Patient Packet—must be submitted and verified. For example, if these items are completed in April, the corresponding payment will be submitted for processing on May 9th, assuming that date falls on the second Friday of the month.

Does a patient have to be seen in order for me to be paid?

No. You are being compensated for providing your services in assisting in the on-boarding process. Your compensation is not dependent on if the patient is seen.

What if a patient does not attend their New Patient Appointment?

If a patient does not attend a New Patient Appointment, please contact a Patient Advocate to get their New Patient Appointment rescheduled. The broker will still be compensated.

How do I schedule a New Patient Appointment?

Register your Medicare-eligible clients by submitting the online client registration form and New Patient Package on https://mymaxdoc.com/partnerships/brokers-agents. A Patient Advocate will call your client within 24 – 48 business hours to set up the New Patient Appointment.

What if I need immediate assistance with scheduling?

If you require immediate assistance, you can call or text the Patient Advocate at 727-316-6914.

What insurances are eligible for compensation?

The Broker Agreement includes all Medicare Advantage plans that MaxHealth accepts – both PPO and HMO in addition to Dual Medicare/Medicaid. Please refer to our Provider Directory for the plans we carry by provider and location.

Can a patient fill out a physical copy of the New Patient Package

Yes. The forms can be printed and completed on paper by the patient with your assistance and emailed securely to maxsocial@mymaxdoc.com by the broker.

Will I be compensated for supplemental plans?

No. A Broker will only be compensated if the patient is on a Medicare Advantage PPO, HMO, or Dual Medicare/Medicaid plan.

Who are the Patient Advocates and what is their role?

Our Patient Advocates assist in the New Patient Onboarding process by scheduling New Patient Appointments across all clinics. They also help current patients transition from commercial plans to Medicare by connecting them to trusted Medicare specialists.

Where can I find the New Patient Package and register my client?

You can locate all important Broker and Patient information at https://mymaxdoc.com/partnerships/brokers-agents/