To use the Insurance Verification feature in Practice by Numbers, follow these steps for proper setup:
Access Settings
Click the Settings icon located at the top right of the PbN interface.
Navigate to the Insurance Verification section.
Enter Required Information
Provider NPI: Enter the NPI number for the lead provider. Ensure this is the provider's NPI, not the facility's NPI.
Tax ID: Enter your practice's Tax ID in the field to the right. This is required for some insurance verifications.
Map Insurance Plans
In the left column, you’ll see a list of insurance plans imported from your Practice Management Software.
Use the dropdown menu in the middle column to map each plan to the corresponding plan in the Verification Service.
In the right column, specify your office’s known network status with the insurance company.
Request Missing Plans
If a plan isn’t available in the dropdown menu, notify us so we can request the plan.
Note: Some insurance plans may not share verification information.