Insurance Verification Setup

In the Main Menu, click Setup, Appointments, Insurance Verification.

The default criteria for the Insurance Verification List can be set via the Setup menu.

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:

Exclude patients with insurance plans marked as Do Not Verify:

Exclude Patient Clones:

Always reverify service year plans:

Click OK to save.