Important Alert: Beware of Scammers pretending to be MaxHealth. Click Here
This training page will walk you through the essential steps to confidently begin referring clients to MaxHealth. Whether you’re new to the program or need a quick refresher, everything you need is right here.
Ensure your patient is assigned to a MaxHealth location or PCP through their Medicare Advantage Plan. Please complete the assignment for all clients regardless of HMO or PPO plan.
Complete the online client registration form at Brokers & Agents Resources Hub – MaxHealth
Provide your client the New Patient Package and help coordinate its completion. You can submit it online or securely email a PDF version to maxsocial@mymaxdoc.com.
You’ll receive confirmation from the Patient Advocate Team. Make sure the patient is reminded before the visit.
Check in with your client to ensure satisfaction and encourage them to complete the post-visit survey.
Oops! We could not locate your form.
Patient Advocate Team
(727) 316-6914
maxsocial@mymaxdoc.com
Broker Engagement Liaison
Maddie Presson
Madeline.Presson@mymaxdoc.com
Visit the Broker Resources Hub to access all required online forms and helpful tools to ensure a smooth and personal onboarding experience for your client with MaxHealth.
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.
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.
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.
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.
If you require immediate assistance, you can call or text the Patient Advocate at 727-316-6914.
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.
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.
No. A Broker will only be compensated if the patient is on a Medicare Advantage PPO, HMO, or Dual Medicare/Medicaid plan.
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.
You can locate all important Broker and Patient information at https://mymaxdoc.com/partnerships/brokers-agents/