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.

These settings are also used to determine which patients are checked during a batch insurance verification using Scheduled Processes.

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 has not been verified in: Set the default value for Days since patient eligibility.

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.

Insurance Verification List defaults to the current user:

Exclude patients with insurance plans marked as Do Not Verify:

Always reverify service year insurance benefits:

Always reverify service year patient eligibility:

Exclude Patient Clones: Only appears if Patient Clone is enabled in Show Features

Click OK to save changes.