196: Insurance Verification: Asterisk Power!

The week of step-by-steps with Kiera continues! Today is about insurance verification — not sexy, but necessary. It’s important to check to make sure your patients are still active with their insurance companies. Below are a few tips to help you out:

• Create insurance view to cluster groups together

• A pro tip for calling: Transfer to the next available agent instead of hanging up

• After verifying, visualize it on the screen — use an asterisk!

• Change the appointment color based on when you can next schedule the patient

• Know which appointments you need to verify for the next day

• Check the boxes!

For any questions or want of forms that Kiera mentioned, including a sample insurance verification form or helpful vocabulary, email [email protected].