NexHealth users with integrated forms can take advantage of the Dental Insurance verification form to collect patient insurance information and verify coverage before appointments.
How it works
Patients complete the Dental Insurance verification form, including a searchable dropdown menu to select payers. Payers in the drop-down are ranked by location-level popularity, ensuring that your patients can find their carrier quickly.
Add the Dental Insurance verification form as part of your regular intake process or automate it through Smart Form rules.
Once the form is complete and synced to NexHealth, insurance verification is automatically performed when the appointment enters the eligibility window. If it is already within the window, the verification occurs immediately upon form receipt.
The Eligibility PDF with details about coverage is generated for each verification, and will automatically sync to the patient chart in the practice management system.
Important Notes
Patients' insurance info is not written to your practice management system (the Eligibility PDF will still sync to the patient chart).
Verification is not performed immediately upon form submission unless the appointment is already within the eligibility window.
Add or switch to the new Dental Insurance Verification form
1. Navigate to Forms and select Manage Forms.
2. Click on New Form and choose Build.
3. Click on the Select Template drop-down menu.
4. Choose Dental Insurance Verification Form from the list.
5. Name this new form exactly the same as your previous insurance form to automatically replace it in all packets, Smart Commands, and incomplete form requests. If the form name doesn't match the previous one, you'll need to manually update each packet by adding the new insurance form and removing the old one.
6. Click Save and Exit to add the form to your account.
7. Configure Smart Form rules to send this form automatically with your Reminders or add it to a packet to send it manually or with a template such as the New Patient template.