×

WHAT: Lunch & Learn Webinar Series - Train AI to Understand How You Work
WHEN: Thursday, February 5 at 1:00-1:30 PM and 2:00-2:30 PM PST

Learn how to personalize AI so it understands your role, tone, and priorities, and how to give it your own information so it produces
clearer, more relevant responses for your work. Click here to register.

Back

INSURANCE VERIFICATION FORM

Solutions
Type and press enter to add a tag. You can add multiple at once.
appointment
appointment date
in network
information
insurance information
insured information
network
out of network
out-of-network
patient insurance
patient insurance information
rendering doctor
rendering provider
  • Description
    Show

    Please read this resource and feel free to ask if your have any questions.
   
 

Materials & Instructions Scoring Keys Expert Answers Peer Answers

   
C2s1
Verifying insurance is one of the first major steps in medical billing.

 
  • A – Appointment Date and Rendering Doctor
    • please make sure that you have the correct date of service correct
  • B – In-network or Out of Network
    • we are usually in the network of some major insurance but this still has to be verified
    • if you identified that we are out of network, make sure to ask if the patient’s plan have out of network benefits
    • if we are out of network and the patient’s plan had no out-of-network benefits, our claim will be denied, unless the procedure is emergency
  • C – Patient Information
    • you can get this from the patient information form of the dental billing software you use
    • make sure that the information is correct, you may check the ID of the patient
  • D – Insured Information
    • this is the information of the insurance owner
    • there are times when the patient is not the owner of the insurance, please take note of this detail
    • please cross check the insurance information in the insurance ID and patient information form in the dental billing software
  • E – Insurance information
    • having the correct insurance information is vital in processing a successful claim
    • get the correct claim filing deadline – filing the insurance late would result in a denial
    • make sure to also get the details if the patient has a secondary insurance