For use with NexHealth Verification
To ensure accuracy, NexHealth always verifies insurance using the most recently updated insurance information available for each patient. Our system is designed to automatically identify and use the latest insurance details, regardless of how they were submitted.
If you need to update patient insurance information, see Update patient insurance info.
If you need to verify immediately, see Verify on demand.
If you need to override eligibility status or mark a patient as self-pay, see How to override eligibility status.
Overview
Keep records up-to-date.
Correctly mark primary insurance plans.
Preview insurance verification for upcoming appointments.
Running automated verification checks
Let NexHealth automatically run verification checks for upcoming appointments.
1. Set the verification window.
The verification window is the time ahead of the appointment when NexHealth will automatically verify insurance eligibility. The default is 7 days ahead of each appointment, but you can change the verification window.
2. Allow appointments to enter the verification window.
NexHealth will then automatically verify insurance eligibility for you. Each time a new appointment enters the verification window, we’ll re-verify the insurance for you.
NexHealth will always use the most recently entered insurance information, regardless of which of these three sources it comes from:
Synced information from your health record system (available only for Dentrix, Open Dental, and Eaglesoft customers).
Information submitted by patients via the Dental Insurance verification form.
Manually-entered information from requests to Verify eligibility on-demand.
3. Monitor upcoming appointments’ verification status.
Each day, check upcoming appointments’ verification status to catch any potential issues.
Best Practices
To ensure optimal insurance verification:
When collecting new insurance information, promptly update it in your systems.
For patients with multiple insurance plans, always make sure the correct primary plan is marked in your EHR.
Review verification results before appointments to catch any potential issues
FAQ
What triggers automated verification?
NexHealth will automatically trigger verification checks 7 days before an appointment, or after the first day of the month of the appointment, whichever is later. You can adjust the verification timing in settings.
What prevents automated verification?
Automated verification may be prevented by out-of-date or incorrect information.
Does automated verification re-run?
Automated verification will re-run for each of a patient's appointments.