Medical Practice Management
Mar 15

Improve your verification process with this checklist

Implement these insurance verification suggestions to save yourself time and headaches:

Be proactive. Ask about insurance when any patient, new or established, makes an appointment.

Verify it. Verify coverage before patients come into the office. If the patient is scheduled for a particular service, make sure the carrier confirms eligibility, the copay amount and a pre-certification if necessary. This way you’ll know before the patient arrives if you need an advance beneficiary notice (ABN) and how much money the patient needs to pay.

Call during off-peak hours. Take time each day to call insurance companies to verify insurance for the next-day’s patients.

Get proof. Make a copy of a patient’s insurance card at appointment time.

Go online. Check carrier Web sites to see if you can verify insurance online.

Batch process. Verify plan membership, copayments and coverage for several patients with the same insurer at one time.

About Reed Tinsley, CPA

As a top advisor to physicians, I help increase practice profits by delivering hands-on, expert medical accounting/tax support, practice counsel, and revenue-building strategies. Read more →