Insurance Eligibility Verification Steps For Every Practice - Bikham

1
Some Insurance Eligibility Verification Steps For
Every Practice
www.bikham.com
2
Insurance Eligibility Verification

• Create a Verification Checklist
• Get a Copy of the Patient's Insurance Card
• Contact the Insurance Provider
• Record Accurate Information
• Follow Up With Patient as Needed

www.bikham.com
3
Create a Verification Checklist

• Insurance name, phone number, and claims
  address
• Insurance ID and group number
• Name of insured, as it isn't always the patient
  
• Relationship of the insurance to the patient
• Effective date of the policy
• End date for the policy
• Whether coverage is currently active

www.bikham.com
4
Get a Copy of The Patient's Insurance Card

• Begin the process of collecting information by
  asking for a copy of new insurance information
  from the patient. It's a good idea to ask for a
  copy of the card even if the patient states that
  insurance hasn't changed.

www.bikham.com
5
Contact The Insurance Provider

• Don't take information on cards at face value.
  Even a few weeks after a card is issued,
  insurance coverage may have changed or been
  discontinued. Contact the insurance company
  directly to ensure eligibility.

www.bikham.com
6
Record Accurate Information

• The correct information regarding
  Insurance eligibility verification builds the
  foundation of the medical claim.
• Even a single data error may cause days or weeks
  of delay on payments, and even could go unpaid.
• Train your office staff to keep due care while
  transcribing information into the patient record.

www.bikham.com
7
Follow Up With Patient as Needed

• Follow up with the patient about information
  regarding insurance eligibility verification.
• Inform patients of eligibility through a patient
  portal, email or online communication.
• Directly call the patient to let them know about
  co-pays or other issues.
• Immediately inform the patient about
  out-of-pocket expenses to increase the chance to
  collect those funds.

www.bikham.com
8

• Healthcare 1 800-940-4943
• healthcare_at_bikham.com
• Pannu Towers, C 2nd floor, Phase 7, Industrial
  area, Mohali, India10609 Tarton Field Circle
  Raleigh NC 27617 United States460 Jones Street,
  Ultimo NSW 2007 Australia

www.bikham.com