NexHealth

Setting up verification and running checks will vary based on whether you have a fully-, partially-, or non-integrated system.

How do I run a Verification check?

NexHealth verification makes sure your patients have up to date insurance.

Verification

Add providers' NPI and Tax ID to streamline verification.

How do I keep my NPI and Tax ID valid?

Add or edit NPIs in Dentrix, Open Dental, and Eaglesoft.

How do I edit my NPIs in my health record system?

Verification produces an Eligibility summary PDF for each patient, and can be synced back to your record system.

Where do eligibility summary PDFs sync back to my health record system?

By default, NexHealth will verify patients' insurance 7-days before their appointments. This timeframe can be easily adjusted.

Can I customize the verification window?

Users with integrated forms can use the Dental Insurance form to collect patient insurance information and verify coverage.

How do I collect insurance information via a form?

Set up NPIs, syncing, and customize your flow.

Verification setup

Updated patient insurance information for insurance verification - via health record system, via form, and via manual entry in NexHealth.

How do I update patient insurance information for verification?

Discover how NexHealth identifies and verifies the most current patient insurance plans to prevent rejected claims.

How do I run automated verification checks?

You can manually run a verification of a patient's primary or secondary insurance anytime.

How do I verify a patient’s insurance outside of the automated verification window?

After a verification check, download the Eligibility Summary PDF and enter the results into your EHR.

What do I do once I get insurance verification results?

Mark patients as self pay to prevent automated verification attempts, or to mark them as Active, Inactive, or Unknown.

How do I override eligibility status or mark patients as self pay?

Verify insurance either manually or automatically, then update your record system.

Running verification checks

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