Insurance verification
Coverage checked on the payer’s record before the patient arrives.
We look up each scheduled patient’s coverage for the visit date, check history and frequency for the planned work, and leave a note in your practice system with what we found.
How we do it
The same steps, every time.
- 1
We check coverage on the payer’s portal for the visit date.
- 2
We check history and frequency for each planned procedure, using the patient’s age on the visit date.
- 3
We flag any planned procedure that needs a pre-authorisation.
- 4
We save proof: the portal result and a note in your practice system with the date, the source and the result.
- 5
If a portal is down, we call the payer and log the call reference.
What you approve
Any message to a patient about their coverage is approved by a person on our team. Your front desk delivers it.
What we measure for you
- Share of appointments checked before the visit
Questions
About insurance verification
Do you contact our patients?
No. When there is a coverage problem we tell your front desk what to say, and a person on our team approves the wording first. Your clinic delivers the message.
What if a payer has no portal?
For an insurer with no portal we use a clearinghouse, or we call.
Pricing confirmed on your audit call.
See where your insurance money is stuck. Free.
Start with a free insurance AR audit, or book a call and ask us anything.