We know that validating a patient’s insurance is a huge part of your workflow, now we’ve made it easier by adding it into your account!
You can click on “Insurance Details” in the appointment progress column to see a patient’s insurance details and validate whether a patient can attend your practice.
- If you have enough insurance details click “Yes Validate Patient” to complete this step.
- Click “I’m not sure I need more information” if there is insurance information missing. This will allow you to send a templated message asking the patient to provide more information by sending their insurance card.
- Click “The patient is not covered” if the patient is out of network. This will show a templated message that you can send to the patient. This message informs the patient that they are out of network and asks if they would still like to attend the appointment.
Should you encounter issues while validating patient's insurance in your account, kindly reach us at firstname.lastname@example.org - Have your Practice name and office phone number ready with the complete details of your concern so we can get things resolved for you!