Verifying Eligibility

Overview

Eligibility Verification allows providers to confirm a client's insurance coverage status by checking with insurance payers. This validates whether:

• The insurance plan is active
• Coverage dates are valid
• Plan and group numbers match (if configured)

Verifications can be performed manually or through automated real-time checks via the clearinghouse. This helps prevent claim denials and ensures accurate billing.

Table of Contents

• Adding Verifications
• Automated Eligibility Checks
• Insurance and Eligibility Verification

Where to Find It

Navigate to the insurance record to verify (See: Insurance) and click Verifications to view the verification history or initiate a new verification.