Insurance Eligibility Verification
Want to check client's insurance eligibility benefits? Read on to find out more about this useful feature!
In this Article:
- Accessing Insurance Eligibility Verification
- Insurance Eligibility Verification Results
- Helpful Notes: Ensure accurate return results!
- Insurance Eligibility Report
Accessing Insurance Eligibility Verification
To access the verification, go to your client's profile:
- Clients (left menu)
- Click on the client's name
- Find the bottom section Insurance Eligibility Checks
- Click seen below:
From here, pick the appropriate details in the dropdown to run an eligibility check for this client:
Once selected, you can click at the bottom right:
info Additional Confirmation
Running an eligibility check costs 7 cents ($0.07) per eligibility check, so we display this prompt each time to remind you of this charge.
This will be on your next TherapyAppointment bill, including a breakdown of usage.
Question about your bill? view our article on viewing your billing history with us.
Insurance Eligibility Verification Results
The results will be displayed after running the check:
- Review the eligibility verification results on the far left
- Enter the appropriate data on the right
Example:
Once you enter the information on the right, click the button (inside the above red box at the top right).
From there, client insurance will be saved and you'll see at the bottom of the client profile a history of any run confirmations in the same section Insurance Eligibility Checks shown below:
Benefits entered will then be listed in the client profile under the Primary Insurance section:
Please additionally consider:
- We at TherapyAppointment cannot assist you in troubleshooting or interpreting the data presented in the report, this is information that is provided from a third party (Office Ally) with no guarantee on accuracy.
- We have integrated this convenient feature so that you may check insurance benefits on your own, but whenever in doubt either you or the client should contact the insurance company directly for up to date eligibility if there are any questions or issues.
sticky_note_2 Helpful Notes
When running benefits, to reduce the likelihood of errors or issues, please re-confirm the following with the client and/or insurance card prior to running a client check:
- Subscriber #
- First and Last name
- DOB
- Gender/Sex for claims
- Insurance Company selected
- Therapist NPI (ensure it is current)
Insurance Eligibility Report
To view a report of all eligibility checks:
- Click Reporting (left menu)
- Under the section Feature Usage (bottom left) click Eligibility Checks:
Report view:
Article: Reporting Function