Good morning/afternoon, my name is [your name], and I’m reaching out today on behalf of Wellness and Neuro Center to get coverage information for a few/one of your clients that are/is personal injury patient(s) for Dr. Richard Allen.

May I speak to the case manager for [patient’s name(s)].

Dr. Richard Allen has determined your client’s injuries and symptoms require some additional diagnostic testing and I need some basic coverage information to make sure Dr. Richard Allen can proceed without negatively affecting the outcome.