Steps to Run Bulk Insurance Verification Through Practice by Numbers
Before running a verification, make sure your verification settings are properly configured. Follow these steps to run bulk insurance verification:
1. Open the Insurance Page:
Navigate to the Insurance page at the top of the Practice by Numbers page.
2. Select the Appointment Date:
Choose the date for the appointments you want to verify.
You can filter out patients who have been recently verified to avoid redundancy.
3. Review Verification Results:
Each patient's verification result will be color-coded:
Green: Successful verification.
Red: Error occurred.
Hover over the error message to get more information about the issue.
4. View Detailed Information:
Click on the patient's name to open their information window and view detailed verification results.
