The complete verification process — from patient scheduling to verified benefits. Master the 12-field checklist that protects practice revenue.
What happens when verification is skipped. The real cost of claim denials.
The core framework. How to read an insurance card.
What to collect before contacting the payer. PMS data entry.
Phone vs. portal. Call script template. What to document.
Plan types, benefits breakdown, deductibles, maximums, waiting periods.
Coordination of Benefits, missing tooth clause, pre-authorization.
Recording verification notes. Reference numbers. The handoff.
Top 10 verification errors. Self-audit checklist.
