Verifying insurance coverage, V. 3.18x or later

This topic applies to AmkaiOffice Version 3.18x or later. If you are working on Version 3.16x or 3.17x, click here.

When you verify insurance by phone or through an online service, you can document the details of insurance coverage in the Demographics module on the Insurance Verification dialog. You may also view/edit this dialog from the RCM (Revenue Cycle Management) module.

The fields on the dialog are grouped in sections as shown in the list below. Click each link in the list for more information about the fields included in each section. Many of the fields pre-fill from other areas in the system.  

If your facility has purchased e-Verify, you can electronically verify coverage through the Insurance Verification dialog as well. See Electronic Insurance Verification.

Accessing the Insurance Verification dialog

Documenting insurance verification done by phone or through an online service

  1. Launch the Insurance Verification dialogInsurance Verification dialog from the module in which you are currently working (see above).

  2. Complete the fields on this dialog. If a notation has been set in the contract that pre-authorization may be required, the Authorization # field in the Verification Information section will display with the alert icon.  Click the links in the list below for more information about each section of the dialog and the fields in each section.
  3. Clicking Save on this dialog updates benefit information so it is immediately available should you choose to click the Estimated Revenue button at this time.
  4. Or, if you do not wish to view Estimated Revenue, click Ok to exit the dialog, then continue clicking Ok on the dialogs that appear until you are returned to the Scheduling Grid. Your changes will be saved and will flow to other areas of the system.

Sections on the Insurance Verification dialog

 

 

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