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Benefit Verification on Patient Case

Benefit Verification for the patient’s primary and secondary insurance verification can be added to the patient's case and viewed using the Benefit Verification report in Analytics. Click here for information regarding Electronic Benefit Verification (eBV).

Add Verified Dates

  1. Navigate to the Patient Info screen and Edit the patient’s case.
  2. Add the Verified Date for the case insurance(s).
    Note: You will not be able to add a date if the insurance is Self Pay
  3. Click OK
  4. Click Save Patient.
  5. On the Patient Records page, hover over the checkmark icon for each insurance to view the verification date and the name of the user who added the verified date. This will always display the most recent date and user information. 

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