Price the private work and test an unsuccessful referral
Separate the private consultation from assistance that CHANT describes as free. Show any administrative charge for work the company itself undertakes, then identify independently billed care. Implement the CMS advance-estimate requirements where the medical service qualifies. The patient should be able to identify both the doctor responsible for treatment and the staff responsible for the promised assistance.
Rehearse a fictional family that receives CHANT navigation but does not qualify for financial help. Staff should explain the different eligibility decisions without describing either outcome as a broken promise. Keep the exercise open if the recommended examination remains inaccessible. The doctor still needs to decide the clinical response, while support staff identify what the family can try next within the service's actual coordination role.
Review the medical and financial responses together. A refund policy does not settle an unresolved clinical duty, and a clinical follow-up does not explain an unclear charge. Record the defects found in the exercise and correct the patient instructions before opening enrollment. Use no real family information or public-benefit applications for this rehearsal. Assign a staff member to maintain the resource instructions. When a program changes its process, update the patient message and the internal notes together.