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:
Exclude patients with insurance plans marked as Do Not Verify:
Exclude Patient Clones:
Always reverify service year plans:
Click OK to save.