Insurance Verification Setup
The default criteria for the Insurance Verification List can be set via the Setup menu.
In the main menu, click Setup, Appointments, Insurance Verification.
Plan benefits haven't been verified in: Set the default value, in days, for 'Plan benefits haven't been verified in'.
Patient eligibility hasn't been verified in. Set the default value for 'Days since patient enrollment'.
Past due appointments up to: Set a value, in days, that determines when verifications are considered 'past due' and show on the Past Due tab. Incomplete verifications needed for today's appointments are always considered past due. For example, a value of 0 will show only verifications for today's appointments. A value of 1 will show verifications needed for today and yesterday's appointments.
Insurance Verification List defaults to the current user:
Exclude patients with insurance plans marked as Do Not Verify:
Exclude Patient Clones:
Always reverify service year plans:
Click OK to save.
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