How to Run Insurance Verification

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.