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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.

Scheduled appointment in: Set the default for 'Days until scheduled appointment'.

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. The default is 1.

Insurance Verification List defaults to the current user:

  • Checked: 'For User' selection defaults to the logged on user.
  • Unchecked: 'For User' selection defaults to 'All Users'.

Exclude patients with insurance plans marked as Do Not Verify:

  • Checked: Exclude insurance benefit verifications (Ins) when a patient's insurance plan is marked 'Don't Verify' on the Edit Insurance Plan window.
  • Unchecked: The 'Don't Verify' checkbox is not considered.

Exclude Patient Clones:

Always reverify service year plans:

  • Checked: When a plan's benefit renewal date is after the last verified date, verifications will re-list to remind staff to re-verify benefits.
  • Unchecked: Benefit renewal dates will not be considered, only verification filters.

Click OK to save.


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