For use with NexHealth Verification and Forms
Overview
Add or switch to the new Dental Insurance verification form
Add the Dental Insurance verification form as part of your regular intake process or automate it through Smart Form rules.
If you have Forms syncing back to your health record system (EHR), then after a patient fills out the Dental Insurance verification form, it will write back to your EHR.
1. Forms → Manage Forms.
Navigate to Forms and select Manage Forms.
2. Click on New Form and choose Build.
Follow the same process as building any new form.
3. Click on the Select Template drop-down menu.
Here, you’ll see a list of Forms templates.
4. Choose Dental Insurance Verification Form from the list.
This will create a new form for you.
If you already have a pre-existing Dental Insurance Verification Form in NexHealth, retitle 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 title 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.
5. [Optional] Customize the form.
Optionally, you can customize the form to match your preferences, add fields, or you can save it as-is. By default, the Dental Insurance verification form asks for details such as patient name and DOB, policy holder’s name and DOB, insurance provider, insurance ID, group number, and plan, and asks for photos of a dental insurance card.
6. Click Save and Exit.
Click Save and Exit to add the form to your account.
7. Configure Smart Form rules for this form.
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.