Insurance Verification

Patient Insurance Verification Services

Patient insurance verification before every visit, done by our team and automated where possible. We check eligibility, benefits, copays, deductibles, frequency limits and authorization requirements, then update your schedule, so claims are not denied for problems you could have caught up front.

Medical billing and claims paperwork on an office desk

The Problem

Eligibility Errors Are the Easiest Denials to Prevent

A large share of claim denials trace back to the front desk: inactive coverage, the wrong payer, an unmet authorization or a benefit limit nobody checked.

Verifying every patient by phone and portal takes hours your front desk does not have, so it gets skipped on busy days.

01

Inactive or changed coverage.

Patients switch plans and forget to tell you.

02

Missed authorizations.

Services needing prior authorization are performed without one.

03

Surprise patient balances.

Unknown deductibles and limits lead to unhappy patients and bad debt.

04

Front desk time.

Manual checks by phone take 10 to 20 minutes per patient.

What We Do

What Our Insurance Verification Covers

01

Eligibility Checks

Active coverage, plan type and payer confirmed before each visit.

02

Benefits Breakdown

Copays, coinsurance, deductibles and remaining maximums.

03

Frequency and Visit Limits

Dental frequencies and therapy visit limits checked.

04

Authorization Requirements

Services needing prior authorization flagged and requested.

05

Real-Time Eligibility

Automated electronic checks through payer and clearinghouse connections.

06

Schedule Notes

Results added to your schedule and patient record.

07

Patient Estimates

Clear cost estimates so patients know what to expect.

08

New Patient Verification

Insurance checked before the first visit is booked.

The Process

How Our Verification Service Works

01

Schedule Access

We securely access tomorrow’s schedule.

02

Automated Checks

Real-time eligibility runs automatically.

03

Manual Follow-Up

Payer portals and calls for anything automation cannot confirm.

04

Authorizations

Required authorizations flagged and requested.

05

Update Records

Results and estimates added to each appointment.

06

Report

Verification rates and eligibility denials tracked.

FAQ

Insurance Verification Questions

Collect the insurance card and patient details, check eligibility electronically through the payer or clearinghouse, review benefits for the planned services, confirm authorization requirements, and record copays, deductibles and limits before the visit. Call or use the payer portal for anything unclear.

It is an electronic eligibility check (an X12 270/271 transaction) that returns coverage status and key benefits from the payer in seconds.

Much of it can. Real-time eligibility checks can run automatically for every scheduled patient, with people handling the cases automation cannot confirm, such as specific benefit limits and authorizations.

Ideally two to three days before the visit, with a quick re-check on the day for new patients.

Yes. Eligibility and authorization problems are among the most common denial reasons and are preventable with verification.

Yes, including frequencies, waiting periods and annual maximums.

Yes. We combine an automated insurance verification solution for real-time eligibility with people who confirm benefits and authorizations.

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Related Reading

Stop Eligibility Denials Before They Happen

Book a call and we will show you how verification would run on your schedule.