NexHealth can verify a patient's insurance automatically or on demand. This article explains the end-to-end verification workflow, what the results mean, and where to find them.

Before running verification checks, you will need to set up your Verification feature.

Verification runs automatically when an appointment enters the verification window (default: 7 days before the appointment). NexHealth always uses the most recently updated insurance information available — from your health record system, a NexHealth insurance form, or a manual on-demand check.

Automated verification runs either when the appointment enters the verification window, or immediately if the appointment is already inside the window when insurance information is recorded.

Enter insurance information via on-demand verification or collect it through the Dental Insurance verification form.

You can manually verify eligibility on demand, but NexHealth will automatically run verifications on any insurance for appointments within the verification window.

Download the Eligibility Summary PDF from Verifications, then upload it to your health record system. Eligibility Summary PDFs sync back automatically to your health record system, but you will still need to transcribe the details from the summary to your record system's fields.

The PDF can also be accessed from the Complete tab within Verification. PDFs only sync for successful verifications — unsuccessful verifications do not generate a PDF.

The details in the summary will vary based on the payer and may require some interpretation to enter into your health record system's fields.

After verification runs, check two places:

Home page — Go to the NexHealth Home page for the appointment day. The Insurance column shows a status icon next to each patient. A green checkmark means verification succeeded and the patient's coverage is Active, or the patient is marked as Self pay. See the status icon meanings below for other icons.

Patient's Insurance Eligibility section — Click the patient's name to open their profile, then click the down arrow in the Insurance Eligibility section. This shows the full verification status and gives you access to the Eligibility PDF.

Patients scheduled for each day appear on your NexHealth Home page. The Insurance column highlights each patient's verification status.

The Insurance status is displayed as one of four icons:

For specific coverage detail, click the patient's name to open their profile, then click the down arrow in the Insurance Eligibility area to reveal the full status and access the Eligibility PDF.

NexHealth can verify over 1,200 payers. To check whether your patient's carrier is supported, go to NexHealth's list of supported payers and enter the insurance carrier by name or ID in the search bar.

If the payer appears, we should be able to verify insurance for patients with that carrier. The information in the Eligibility PDF varies by payer, but we always return all of the information we receive.

If the payer is not listed, you can request that we add a payer to our database. We consider all requests but cannot promise a timeline or that we will be able to add them.

Enter or update insurance information — Manually enter or update insurance information for a patient.

Automatic verification window — When and how NexHealth runs automated verification checks.

Manual verification on demand — Run verification checks for patients outside of the automated window.

Override verification status — Override verification statuses or mark patients as self-pay.