The Presentation You really need to be prepared for anything and everything. Some doctors don't ask many questions at all and some will grill you like crazy. One thing they typically want to know is how the whole process works, what the flow of getting information to you and how you handle everything is. Everyone seems to handle presentations differently and it can vary depending on the size of the client and the specialty as to how you approach it. You need to establish your own style that works for you.
Some presentations are very unstructured.
You don't need any sort of formal presentation or any props but they might be helpful. It's more like an interview where there are a lot of questions you ask so you can establish what their needs and preferences are. Once you know that then you can explain how your services can help them. Typically leave them with a brochure, a profile of your experience, and maybe some copies of some marketing newsletters you may have sent out in the past. Clearinghouses To send claims electronically, for the most part you will need a clearinghouse.