Verification
NexHealth verification makes sure your patients have up to date insurance.
11 articles
How do I run a Verification check?Setting up verification and running checks will vary based on whether you have a fully-, partially-, or non-integrated system.
Verification setup
Set up NPIs, syncing, and customize your flow.
How do I keep my NPI and Tax ID valid?Add providers' NPI and Tax ID to streamline verification.
How do I edit my NPIs in my health record system?Add or edit NPIs in Dentrix, Open Dental, and Eaglesoft.
Where do eligibility summary PDFs sync back to my health record system?Verification produces an Eligibility summary PDF for each patient, and can be synced back to your record system.
Can I customize the verification window?By default, NexHealth will verify patients' insurance 7-days before their appointments. This timeframe can be easily adjusted.
How do I collect insurance information via a form?Users with integrated forms can use the Dental Insurance form to collect patient insurance information and verify coverage.
Running verification checks
Verify insurance either manually or automatically, then update your record system.
How do I update patient insurance information for verification?Updated patient insurance information for insurance verification - via health record system, via form, and via manual entry in NexHealth.
How do I run automated verification checks?Discover how NexHealth identifies and verifies the most current patient insurance plans to prevent rejected claims.
How do I verify a patient’s insurance outside of the automated verification window?You can manually run a verification of a patient's primary or secondary insurance anytime.
What do I do once I get insurance verification results?After a verification check, download the Eligibility Summary PDF and enter the results into your EHR.
How do I override eligibility status or mark patients as self pay?Mark patients as self pay to prevent automated verification attempts, or to mark them as Active, Inactive, or Unknown.