Insurance Verification

Description

The Insurance Verification page provides a queue for processing and checking the status of insurance verification requests.

Access

AdminCenter > Insurance > Insurance Verification

This page is also available in a pop-up form by navigating to TaskCenter > Patient Info > Insurance > Insurance Verification button.

You must have the necessary security permissions to access the Insurance Verification page. See the Roles Guide.

Technical Manual

Insurance Verification Filter

The Insurance Verification filter allows you to filter the insurance verification requests that exist in the system.

Filter date range as	Select from the drop-down list an option to filter the date range by Submitted Date/Time or by Completed Date/Time. Submitted Date/Time is the default option.
Start End	Enter dates in the Start and End fields to filter the list by date. Select the calendar icon to select a date from the calendar. Select the Now button to enter the current date and time. Select the Clear button to remove the dates.
Submitted By	Use the search-as-you-type field to search for and select the user who triggered the request by placing an order. The list of requests will narrow based on what you select. System: Select the checkbox to include automatically created requests (from an HL7 order, for example).
Patient	Use the search-as-you-type field to search for and select the patient associated with the insurance verification request. The list of requests will narrow based on what you select.
Completed By	Use the search-as-you-type field to search for and select the user who completed the insurance verification request. The list of requests will narrow based on what you select. System: Select the checkbox to include automatically created requests (from an HL7 order, for example).
Triggered Order ID	Use the search-as-you-type field to search for and select the order ID associated with the insurance verification request. The list of requests will narrow based on what you select.
Affected Order ID	Use the search-as-you-type field to narrow the list by requests associated with the order ID you enter or select.
Request Status	Use the search-as-you-type field to search for and select the status of the insurance verification request. The list of requests will narrow based on what you select. Pending Manual Delivery Queued Pending Response Pending Review Acknowledged Complete Failed
Hide completed	Select the checkbox to only show requests in progress. This is selected by default.

Insurance Verification List

The Insurance Verification list displays a list of all insurance verification requests in the system based on the filters applied (explained above).

Send Selected Request	Select the button to send the requests selected in the list, in the event that you want to send it before the scheduled time or resend the request.
Select	Select the checkbox to select the request to view or work with. Select the Select column header link to select all the requests in the list.
Patient Name	Displays the name of the patient associated with the request. Select the patient name link to open the patient menu.
Triggered Order ID	Displays the order ID associated with the request. Select the order ID link to open the order menu.
Submitted By	Displays the user who triggered the request by placing an order. If the system triggered the request, such as via an HL7 order for example, the text "System" displays here.
Submitted Date/Time	Displays the date and time that the request was triggered.
Completed By	Displays the user who completed the request, or who selected the complete button on the request. If the request was automatically completed, the text "System" displays here.
Completed Date/Time	Displays the date and time that the request was completed.
Status	Displays the status of the request: None, Queued, Pending Review, Complete, etc. Select the status link to to open the Insurance Verification side-by-side pop-up. Queued: The request is waiting to be sent. Pending Response: The request is waiting for a response from the third party vendor. Pending Review: The request is waiting for a user to look at the response and Acknowledge or Acknowledge & Update. Acknowledged: The request has been reviewed, but not updated. Complete: The request has been reviewed and updates have been made.
Affected Orders	Select the View button in the Affected Orders column to open the Affected Orders pop-up, where you'll see a list of all orders that are affected by or related to this insurance verification request. Select the OK button to close the pop-up.

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