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:

• Checked: Exclude Patient Clones.
• Unchecked: Include 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.