Verify Insurance & 2nd Check

Verify Insurance & 2nd Check

It is very important you are thorough and accurate as you perform this duty. On average, each insurance set up will be utilized on 26 claims before we have a chance to reverify this insurance. A simple error can cost either the practice or the patient thousands of dollars.

First Check

1. Get an Insurance Verification Phone Form. Make sure to fill out every line!
2. Transfer information to Open Dental
3. Finish by putting the data and your initials in the note area
4. Send a task to “Verify Insurance 2nd check” task list for another team member’s 2nd check.
5. At this point, a Treatment Plan can be printed and saved. If pt has left the office, contact & email them the treatment plan.

Second Check

1. Print or open completed insurance phone form. If it is not complete, send task to initial person to complete the form thoroughly, and update the original task that it is waiting.
2. Verify phone form information was transferred to Open Dental properly.
3. Verify the Insurance makes sense.
4. If changes are made, contact patient and email updated Treatment plan for all family members,
5. If severe corrections are necessary, please notify the respective office manager and let her train as she deems necessary.

Clarification

• DO NOT print or save Treatment plan until first person has fully verified the insurance.
• Front desk and corporate team members are all equally required to clear this task list thorough each day or two.
• If insurance company is closed, you can temporary put in your best guess for insurance and verbally tell patient tentative prices that we all willing to move forward with on a “Gentlemen’s agreement” that we both follow whatever is found out later. However, under no circumstance print any Treatment Plan until first verification is complete.
• For effective date use: If Medicaid – end of current month, If public school – August of current year, all others – December 31 of current year.