Insurance and billing

Eligibility verification

Also called verifying benefits, benefit check

Checking with the insurer that a patient's coverage is active and what it pays before the visit.

Eligibility verification means confirming before an appointment that the patient's insurance is active and learning the details, such as deductible, annual maximum, waiting periods, frequency limits and coverage percentages. It can be done through an online portal, an electronic check, or a phone call. Doing it ahead of time lets staff give an accurate estimate and avoids denied claims and awkward conversations at the desk.

Example at the front desk

I verified her benefits yesterday, and she has fully met her deductible.

Sources

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