You can manually run a verification of a patient's primary or secondary insurance anytime.
1. Open the patient’s profile.
2. Expand the Insurance Eligibility drawer.
3. Select Verify eligibility on-demand.
4. Enter the patient’s insurance information. You will need:
Insurance provider name (selected via a dropdown)
Member ID
Group number
Patient first and last name
Patient date of birth
Provider or Organization Name
Provider or Organization NPI
5. Click Verify. You will get results back in a few seconds, including their Eligibility summary PDF.