Verify Eligibility Manually

Once you have verified a patient's eligibility by contacting the carrier, you can note this in the system via the Patient Last Verified Date field.

Note: Insurance last verified dates displaying in red indicate it has been greater then 30 days since an eligibility verification was performed.

To mark a patient's insurance as verified:

1. On the Patient Overview window, click the Primary or Secondary link in the Dental Insurance section.

   

   The system displays the plan's details on the Add/Edit Dental Plan window.

2. In the Subscriber Information section, select the desired member subscriber if necessary.
3. Click Insert Date Stamp next to the Patient Last Verified Date field.

   

   The system inserts the current date in the Patient Last Verified Date field.

4. Click Save.