For use with NexHealth Verification
Overview
Run manual verifications
You can manually run a verification of a patient's primary or secondary insurance anytime.
1. Click on a patient’s name to open their profile.
Select the patient from the Home page appointment list, or use the search bar to locate the patient’s profile slideout in NexHealth.
2. View Insurance Eligibility by clicking the down arrow.
This will expand the Insurance Eligibility window. |  |
3. Click the ellipsis (…) next to the insurance you’d like to verify (or click Verify eligibility on-demand).
You can find it to the right of a prior insurance verification. |  |
If there is no previously-entered insurance to check and you’d like to add new insurance information, you can simply click on Verify eligibility on-demand. |  |
4. Complete or confirm the required information for the patient and click Verify.
Either confirm pre-existing information or enter new insurance information, then click Verify. The patient's Insurance eligibility will be returned within seconds!
When patient information for verification is entered manually, if an error is returned with instructions to resolve the issue, the patient's insurance information will be prefilled after making the corrections, so you do not have to enter it again. |  |
NexHealth will store that patient's insurance information so the next time the patient has an appointment, the information will not have to be re-entered (as long as their insurance info has not changed), and their insurance will be automatically re-verified when the appointment enters the verification window.