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This article serves as a comprehensive guide to walk you through each stage of the Insurance Verification onboarding process. By completing this process, you'll unlock the benefits of Insurance Verification with RevenueWell, streamlining your administrative tasks and enhancing efficiency.
Insurance Verification seamlessly examines your patients’ insurance eligibility and delivers comprehensive data ahead of their appointments, all within the RevenueWell Marketing Platform system.
Gone are the days of juggling calls to various insurance providers or navigating multiple carrier portals. With Insurance Verification, you have the option to conduct checks directly within RevenueWell, providing you with dependable data that you can confidently communicate to your patients.
As you get started with Insurance Verification, here are some important terms to know:-
NPI (National Provider Identifier): A 10-digit unique ID assigned to healthcare providers in the U.S. to streamline electronic transactions like insurance claims.
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Payer: An entity responsible for processing and paying claims for healthcare services, including dental, such as insurance companies or government programs.
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Provider: Individuals or entities, like dentists or dental practices, delivering healthcare services covered by insurance plans.
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Defining a Relationship: Process by which a dental provider establishes a contractual or professional tie with a dental insurance payer, involving documentation submission.
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PMS (Practice Management Software): Software tailored for managing dental practices, covering tasks like appointment scheduling, billing, and insurance claims processing.
Ready to streamline your verification process? Onboarding for Insurance Verification (IV) is designed for self-setup at your convenience. Here's a quick overview of how you can set up Insurance Verification:- Access Settings: Start by navigating to the Settings section within RevenueWell. You can do this by clicking on the gear icon.
- Select IV Settings: Once in the Settings menu, locate and select your new Insurance Verification settings option. This is where you'll configure all the necessary parameters for IV.
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Welcome Screen: When you first use Insurance Verification Settings, you'll see a "Welcome" screen. It lists necessary onboarding info like National Provider Identifiers (NPIs) and shows your providers by patient percentage.
- Configuring Settings: To begin using Insurance Verification, it is required to configure all of your Insurance Verification settings.
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Step 1: Payer Setup [EDI Only]
This is the first step: setting up payer information for Insurance Verification EDI only.
Let's get started!
To begin the setup process for Insurance Verification, please follow the steps below:- Login to RevenueWell.
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Click the "Settings" gear icon.
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Click "Insurance Verification" in the settings menu.
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Welcome! Ensure you have the required information for each provider (50% patient coverage required at set up).
- Multi-location offices will then see a list of offices within your organization and their current status. To begin onboarding, click on the pencil icon next to each office and continue with the steps below for each office.
- Click into the "Payer Setup" tab within your Insurance Verification settings.
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Select "Edit" next to the payer to begin setup.
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Here you will see a screen with three (3) options:
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Option 1: Setup Payer - Initiates the primary flow to set up a new payer.
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Attach identifier to payerID: Choose from the list the Payer and their corresponding PayerID associated with their Insurance Identifier.
If a Payer in the list has already been set up, you will see "SELECT (EXISTING)." Choosing this option will link the insurance identifier to the previously set-up Payer.
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Define relationship(s): Define the default relationship with the Payer and any provider exceptions. Provider exceptions occur when a specific provider at the practice has a different relationship with the Payer than the practice itself. When adding a provider exception, select the provider from a dropdown menu and the applicable relationship type accepted by the Payer.
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Add payer NPI Override (Medi-Cal only): For Medi-Cal, two additional pieces of data, NPI Override and PIN, are required.
Watch our demo video for setting up an insurance identifier as a payer here! 🎬
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Option 2: Link to Existing Setup - This enables you to associate this Insurance Identifier with an already established payer setup.
Watch our demo video for linking an insurance identifier to an existing payer here! 🎬
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Option 3: Set as Auto Self Pay - Allows you to designate this insurance identifier for Self Pay.
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Option 1: Setup Payer - Initiates the primary flow to set up a new payer.
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Repeat these steps for each payer you wish to connect to RevenueWell.
- Once you have complete payer setup, go onto "Provider Set Up."
Watch our demo video for marking an insurance identifier as an indicator of self pay here! 🎬
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Step 1: Payer Setup [Pro]
This is the first step: setting up payer information for Insurance Verification Pro.
Let's get started!
To begin the setup process for Insurance Verification, please follow the steps below:- Login to RevenueWell.
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Click the "Settings" gear icon.
- Click "Insurance Verification Pro" in the settings menu.
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Welcome! Ensure you have the required information for each provider (50% patient coverage required at set up).
- Multi-location offices will then see a list of offices within your organization and their current status. To begin onboarding, click on the pencil icon next to each office and continue with the steps below for each office.
- Click into the "Payer Setup" tab within your Insurance Verification settings.
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Select "Edit" next to the payer to begin setup.
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Here you will see a screen with three (3) options:
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Option 1: Setup Payer - Initiates the primary flow to set up a new payer.
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Attach identifier to payerID: Choose from the list the Payer and their corresponding PayerID associated with their Insurance Identifier.
If a Payer in the list has already been set up, you will see "SELECT (EXISTING)." Choosing this option will link the insurance identifier to the previously set-up Payer.
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Define relationship(s): Define the default relationship with the Payer and any provider exceptions. Provider exceptions occur when a specific provider at the practice has a different relationship with the Payer than the practice itself. When adding a provider exception, select the provider from a dropdown menu and the applicable relationship type accepted by the Payer.
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Portal Credentials [Pro]
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3a: Add payer portal credentials (Pro supported portals only): If the Payer's provider portal is supported, the setup process continues with this screen. Enter username and password to connect the provider portal.
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3b: Portal URL and Username/Email Conflicts [Pro]: Potential conflicts may arise when an office must correct the Username/Email for a specific portal before providing their password and continuing.
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"Username/Connection Exists" (blue) - Indicates when the Portal URL and the Username/Email match an existing connection. To proceed, the practice can choose the "Use Existing Connection" button or adjust the Username/Email.
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"Connection Exists" (red) - Indicates a rare occurrence where the exact Portal URL and Username/Email combination exists outside the practice's organization. To move forward, you must correct the Username/Email.
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"Username/Connection Exists" (blue) - Indicates when the Portal URL and the Username/Email match an existing connection. To proceed, the practice can choose the "Use Existing Connection" button or adjust the Username/Email.
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Step 3c: Payer portal connection statuses [Pro]: Once portal credentials are submitted, the system attempts to connect to the portal, displaying one of the following statuses:
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"Connecting" - Establishing a connection to the portal.
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"Invalid Credentials" - The username and password combination was invalid.
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"Connected" - Successful connection to the provider portal. At this point, the Payer setup is complete (unless the Payer is Medi-Cal).
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"Connecting" - Establishing a connection to the portal.
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3a: Add payer portal credentials (Pro supported portals only): If the Payer's provider portal is supported, the setup process continues with this screen. Enter username and password to connect the provider portal.
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Add payer NPI Override (Medi-Cal only): For Medi-Cal, two additional pieces of data, NPI Override and PIN, are required.
Watch our demo video for setting up an insurance identifier as a payer here! 🎬
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Option 2: Link to Existing Setup - This enables you to associate this Insurance Identifier with an already established payer setup.
Watch our demo video for linking an insurance identifier to an existing payer here! 🎬
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Option 3: Set as Auto Self Pay - Allows you to designate this insurance identifier for Self Pay.
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Option 1: Setup Payer - Initiates the primary flow to set up a new payer.
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Repeat these steps for each payer you wish to connect to RevenueWell.
- Once you have complete payer setup, go onto "Provider Set Up."
Watch our demo video for marking an insurance identifier as an indicator of self pay here! 🎬
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Step 2: Provider Setup
This is the second step: setting up your providers.
To conduct insurance verification effectively, it's essential to input the National Provider Identifier (NPI) for each provider within the practice.
To complete your provider setup:
- Step 1: Navigate to the Insurance Verification settings and select "Provider Setup."
- Step 2: Input the Default NPI for your office, which will be used for providers or hygienists without a unique NPI.
- Step 3: Enter the NPI for each required provider. Required providers are those who have had appointments within the last 3 months.
- Step 4: Optionally, add the NPIs for any staff members who have not appeared in recent appointments.
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Step 5: Click "Save" for each section.
For hygienists (providers), please select one of the primary doctor's National Provider Identifiers (NPIs) to input. For active office staff or office staff who are no longer with the practice, please select the NPI of an active practicing provider. Additionally, you can update this information in your Practice Management System (PMS) to ensure accurate and up-to-date records of providers.
See our demo video for provider setup here! 🎬
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Step 3: PMS Sync
This is the third step: configuring your PMS Sync settings.
In the Insurance Verification Settings section, you'll find the "PMS Sync" tab, which allows for automated PDF writeback of insurance verification documents (provided your PMS supports this feature). Here, you can easily determine if the sync is active, view the designated user for PDF syncing, and identify the destination location.
To see this:- Step 1: Click "PMS Sync" within your Insurance Verification Settings.
- Step 2: Select "Edit."
- Step 3: Toggle "Enabled" on/off.
- Step 4: Select the designated "PMS User" from the dropdown menu.
- Step 5: Choose your desired "PMS Location" from the dropdown menu to dictate where PDFs will be saved.
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Step 6: "Save" changes.
Check out our demo video for PMS sync settings here! 🎬
Check out our resource "Patient Data Management Made Simple" for additional insights!
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Carriers
RevenueWell’s insurance verification solution gathers information from over 300 carriers. Check the list below to see if a carrier is supported by EDI or Provider Portal [Insurance Verification Pro].
Please note that while RevenueWell strives to provide consistent information across all carriers, the details returned are dependent on each specific carrier and their respective portal.
Carrier Name
Alternate Names
EDI Supported
Electronic Data Interchange
Provider Portal Supported [Pro]
AARP Dental Insurance Plan
YES
Advantica
YES
Not supported
Aetna
Aetna DMO
Aetna Medicare
Coventry Health Plan
Southwestern Bell Exec - Custom Care
Choice Plus
FlexCare
Mail Handlers Benefit Plan - MHBP
Marriott
Preferred Dental Organization (PDO)
Prudential Administered by Aetna
TWR
Varian Health Care Plan
Bell Atlantic
YES
AFLAC
YES
AFLAC New York
YES
Aliera Health Care
YES
Not supported
Allegiance Benefit Plan Management
YES
Not supported
Allsavers Life Insurance Company
YES
Not supported
Altus Dental
YES
Not supported
Ambetter
YES
Not supported
Americhoice
United Healthcare Community Plan
APIPA (United Healthcare)
EverCare of New Mexico (United Healthcare)
United Healthcare Arizona Physicians IPA
United Healthcare of the Midwest
YES
Not supported
Amerigroup
YES
Not supported
Amerihealth District of Columbia
YES
Not supported
Ameritas Life Insurance Corp
YES
Not supported
Ameritas Life Insurance Corp of New York
YES
Not supported
Anthem
YES
Not supported
Administrative Services Only (ASO)
ASONET
Correction Captains
Council of Supervisors and Administrators
Doctors Council Benefit Fund
New York City Retirees
NYC Municipal Plumber/Pipefitters
Organization of Staff Analysts Welfare Fund
Painter Local 155 Welfare
Painting Insurance Fund DC9
Sanitation Officers Local 444
SIDS (Self Insured Dental Services)
Suffolk County Municipal Employees Benefit Fund
YES
Not supported
Blue Cross Blue Shield of Alaska
YES
Not supported
Blue Cross Blue Shield of Alabama
YES
Not supported
Blue Cross Blue Shield of Arkansas
YES
Not supported
Blue Cross Blue Shield of Arizona
YES
Not supported
Blue Cross of California
YES
Not supported
Blue Cross of California Dental
YES
Not supported
Blue Cross Blue Shield of Colorado
YES
Not supported
Blue Cross Blue Shield of Connecticut
YES
Not supported
Blue Cross Blue Shield of Delaware
YES
Not supported
BlueDental FEP
YES
Not supported
Blue Cross Blue Shield of Florida
Florida Blue
YES
Not supported
Blue Cross Blue Shield of Georgia
YES
Not supported
Blue Cross Blue Shield of Hawaii
YES
Not supported
Blue Cross Blue Shield of Iowa
YES
Not supported
Wellmark Blue Cross Blue Shield of Iowa
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
Blue Shield of Idaho Regence
YES
Not supported
Blue Cross Blue Shield of Illinois
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Blue Cross Blue Shield of Indiana
YES
Not supported
Blue Cross Blue Shield of Kansas
YES
Not supported
Blue Cross Blue Shield of Kentucky
YES
Not supported
Blue Cross Blue Shield of Massachusetts
YES
Not supported
Blue Cross Blue Shield of Maine
YES
Not supported
Blue Cross Blue Shield of Michigan
YES
Not supported
Blue Cross Blue Shield of Missouri
YES
Not supported
Blue Cross Blue Shield of Kansas City (MO)
YES
Not supported
Blue Cross Blue Shield of Mississippi
YES
Not supported
Blue Cross Blue Shield of Montana
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Blue Cross Blue Shield of North Carolina
YES
Not supported
Blue Cross Blue Shield of North Dakota
YES
Not supported
Blue Cross Blue Shield of Nebraska
YES
Not supported
Blue Cross Blue Shield of New Hampshire
YES
Not supported
Blue Cross Blue Shield of New Jersey
Horizon
YES
Not supported
Blue Cross Blue Shield of New Mexico
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Blue Cross Blue Shield of Nevada
YES
Not supported
Blue Cross Blue Shield of New York (Empire)
Empire Blue Cross and Blue Shield
Wellchoice of NJ
YES
Not supported
Blue Cross Blue Shield of Ohio
YES
Not supported
Blue Cross Blue Shield of Oklahoma
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Blue Cross Blue Shield of Oregon Regence
YES
Not supported
Blue Shield of Pennsylvania Dental Plus
YES
Not supported
Blue Cross Blue Shield of Rhode Island
YES
Not supported
Blue Cross Blue Shield of South Carolina
YES
Not supported
Blue Cross Blue Shield of Tennessee
YES
Not supported
Blue Cross Blue Shield of Texas
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Blue Cross Blue Shield of Utah
YES
Not supported
Blue Cross Blue Shield of Virginia
YES
Not supported
Blue Shield of Washington Regence
Regence of Washington Health
YES
Not supported
Blue Cross Blue Shield of Wisconsin
YES
Not supported
Blue Cross Blue Shield of Wyoming
YES
Not supported
Blue Cross Dental
YES
Not supported
Blue Cross of Idaho
YES
Not supported
Blue Cross Medicare Advantage
YES
Not supported
Blue Advantage
YES
Not supported
Boon Chapman
YES
Not supported
Bright Benefits
YES
Not supported
CareFirst
YES
Not supported
CareSource
YES
Not supported
Cooperative Benefit Administrators
YES
Not supported
Cigna
Connecticut General (CIGNA)
Continental Dental
Equicor / Equitable
Healthsource Provident
Provident
UFT Welfare Fund
Banner Health and Dental
YES
CompBenefits
Humana CompBenefits Federal Plan Dental
Humana Specialty Benefits Florida Healthy Kids Dental
YES
Not supported
Coresource
Trustmark Health Benefits
YES
Not supported
Delta Dental Ins - Alabama
YES
Delta Dental of Arkansas
YES
Delta Dental Ins - Arizona
YES
Not supported
Delta Dental of California
YES
Delta Dental of Colorado
YES
Delta Dental of Connecticut
YES
Not supported
Delta Dental of Washington DC
YES
Not supported
Delta Dental of Delaware
YES
Delta Dental Ins - Florida
YES
Delta Dental Ins - Georgia
YES
Hawaii Dental Service
YES
Not supported
Delta Dental of Iowa
YES
Not supported
Delta Dental of Iowa - Dental Wellness Plan
YES
Not supported
Delta Dental Ins
YES
Delta Dental of Idaho
YES
Delta Dental of Illinois
YES
deltadentalil.com
[Newly Supported]Delta Dental of Indiana
YES
Delta Dental of Kansas
YES
deltadentalks.com
[Newly Supported]Delta Dental of Kentucky
YES
Delta Dental Ins - Louisiana
YES
Dentist Direct LLC
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
Delta Dental of Massachusetts
YES
Not supported
Delta Dental of Maryland
YES
Delta Dental of Michigan
YES
Delta Dental of Minnesota
3M Dental Services
YES
Delta Dental of Missouri
YES
deltadentalmo.com
[Newly Supported]Delta Dental Ins - Mississippi
YES
Delta Dental Ins - Montana
YES
Delta Dental of North Carolina
YES
Delta Dental of North Dakota
YES
Not supported
Delta Dental of Nebraska
YES
Delta Dental of New Jersey
YES
Delta Dental of New Mexico
YES
Delta Dental (Northeast - ME, NH, and VT)
YES
Not supported
Delta Dental Ins - Nevada
YES
Delta Dental of New York
32 BJ
YES
Delta Dental of Ohio
YES
Delta Dental of Oklahoma
YES
Not supported
Delta Dental of Oregon [New Carrier]
NO
Delta Dental of Pennsylvania
YES
Delta Dental of Puerto Rico
YES
Delta Dental of Rhode Island
YES
Not supported
Delta Dental of South Carolina
YES
Not supported
Delta Dental South Dakota [New Carrier]
NO
Delta Dental of Tennessee
YES
Delta Dental - Tricare Retiree
YES
Not supported
Delta Dental Ins - Texas
YES
Delta Dental Ins - Utah
YES
Delta Dental of Virginia
YES
Delta Dental of Washington
YES
Not supported
Delta Dental of Wisconsin
YES
Not supported
Delta Dental of West Virginia
YES
Delta Dental of Wyoming
YES
Not supported
DeCare Dental Health Insurance
YES
Not supported
DeltaCare
YES
Not supported
Dentaquest
[NEW PRO PORTAL SUPPORT]Dentaquest - TennCare
Dentaquest - University of Arizona Health Plans
Dentaquest - WI State Employees
Dentaquest - Affinity Health Plan
Dentaquest - Atlantic Dental Inc
Dentaquest - California Dental Network
Dentaquest - Grady Healthcare
Dentaquest - Maryland Physicians Care MCO
Dentaquest - PhysiciansCare MCO
Dentaquest - TrumanCare
Dentaquest - Cimmaron Health Plan
Dentaquest - Lovelace Community Health Plan
Dentaquest - Presbyterian Salud
Dentaquest - Xantus Health Plan
Dentaquest - Medicaid of Virginia, HealthKeepers Plus
Dentaquest - Medicaid of Nebraska
NO
DMBA
Deseret Mutual Benefit Administrators
YES
Not supported
Emblem Health
YES
Not supported
EMI Health
YES
Not supported
Envolve
Envolve - WellCare
Envolve - Ambetter
Envolve - Ascension
Envolve - Magnolia Health
Envolve - Bridgeway Health
Envolve - Cenpatico
Envolve - Health Net Access
Envolve - Sunshine Health
Envolve - Peach State
Envolve - IlliniCare Health
Envolve - Meridian
Envolve - Hoosier Care Connect
Envolve - Hoosier Healthwise
Envolve - Sunflower
Envolve - Magnolia
Envolve - Western Sky
Envolve - Trillium
Envolve - Superior Health Plan
Envolve - Louisiana Medicare
Envolve - Nevada Medicare
Envolve - New Mexico Medicare
Envolve - Illinois Medicare
Envolve - Kansas Medicare
Envolve - Missouri Medicare
Envolve - Pennsylvania Medicare
YES
Not supported
Everence
YES
Not supported
Excellus Blue Cross Blue Shield of New York
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
First Reliance Standard
YES
Not supported
GEHA
Government Employee Hospital Association
YES
Not supported
GEHA Connection Federal
GEHA Texas
YES
Not supported
Guardian
Managed Dental Care Network
Dental Guard Preferred
YES
Great-West Healthcare
Canada Life Assurance Company
ONE Health Plan
YES
Not supported
Health Choice of Arizona
YES
Not supported
Health Choice of Oklahoma
YES
Not supported
Healthgram
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
Health Partners
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
Healthplex
YES
Not supported
HealthSmart Benefit Solutions
YES
Not supported
Healthcare Management Administrators
YES
Not supported
Horizon New Jersey Health
Horizon NJ Medicaid
NJ FamilyCare
YES
Not supported
Humana
TDC (The Dental Companies)
Emphesys
EHI, EHIC
Employers Health Insurance of Wisconsin
YES
Not supported
InnovAge
YES
Not supported
Kaiser NW Dental
YES
Not supported
Liberty
YES
Not supported
Lifemap
YES
Not supported
Optum Medical Network (Lifeprint network)
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
Lincoln Financial Group
YES
Not supported
Loomis Company
YES
Not supported
Managed Care of North America (MCNA)
YES
Not supported
Medicaid of Alaska
YES
Not supported
Medicaid of Alabama
YES
Not supported
Medicaid of Arkansas
YES
Not supported
Medicaid of Arizona
YES
Not supported
Medicaid of California - Medi-Cal
Denti-Cal
YES
Not supported
Medicaid of Colorado
YES
Not supported
Medicaid of Connecticut
YES
Not supported
Medicaid of District of Columbia
YES
Not supported
Medicaid of Florida
YES
Not supported
Medicaid of Georgia
YES
Not supported
Medicaid of Iowa
YES
Not supported
Medicaid of Idaho
YES
Not supported
Medicaid of Illinois
YES
Not supported
Medicaid of Indiana
YES
Not supported
Medicaid of Kansas
YES
Not supported
Medicaid of Kentucky
YES
Not supported
Medicaid of Massachusetts
YES
Not supported
Medicaid of Maryland
YES
Not supported
Medicaid of Maine
YES
Not supported
Medicaid of Michigan
YES
Not supported
Medicaid of Minnesota
YES
Not supported
Medicaid of Missouri
YES
Not supported
Medicaid of Mississippi
YES
Not supported
Medicaid of Montana
YES
Not supported
Medicaid of North Carolina
YES
Not supported
Medicaid of North Dakota
YES
Not supported
Medicaid of New Hampshire
YES
Not supported
Medicaid of New Jersey
YES
Not supported
Medicaid of New Mexico
YES
Not supported
Medicaid of Nevada
YES
Not supported
Medicaid of New York
YES
Not supported
Medicaid of Ohio
YES
Not supported
Medicaid of Oklahoma
YES
Not supported
Medicaid of Oregon
[New Carrier]
YES
Not supported
Medicaid of Pennsylvania
YES
Not supported
Medicaid of South Carolina
YES
Not supported
Medicaid of Tennessee (Tenncare)
YES
Not supported
Medicaid of Texas
YES
Not supported
Medicaid of Utah
YES
Not supported
Medicaid of Vermont [New Carrier]
YES
Not supported
Medicaid of Virginia
YES
Not supported
Medicaid of Washington
YES
Not supported
Medicaid of Wisconsin
YES
Not supported
Medicaid of West Virginia
YES
Not supported
Medicaid of Wyoming
YES
Not supported
Medical Mutual
YES
Not supported
Medico
YES
Not supported
Meritain
YES
Not supported
MetLife
Metropolitan
YES
Mutual of Omaha
YES
Not supported
Nippon Life
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
Pacific Source
YES
Not supported
Public Employees Health Plan
YES
Not supported
Physicians Mutual
YES
Not supported
Premera Blue Cross
Blue Cross of Washington
LifeWise Health Plan of Washington
YES
Not supported
Principal
J. F. Molloy and Associates
YES
Not supported
Reliance Standard Life
YES
Not supported
Renaissance Life and Health
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
Scion Dental
YES
Not supported
SelectHealth
Select Health Utah
YES
Not supported
Sierra Health and Life
YES
Not supported
Standard Insurance
YES
Not supported
Standard Insurance Co. of New York
YES
Not supported
SunLife
[NEW PRO PORTAL SUPPORT]NO
Teamcare
Central States Health and Life
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
Not supported
United Concordia
Florida Combined Life
United Concordia - Dental Plus
Blue Cross of PA - Highmark
YES
United Healthcare
Pacific Union Dental
Dental Benefit Providers
National Pacific Dental
USHealth Group
Freedom Life
YES
Not supported
UMR
YES
Not supported
Unicare
YES
Not supported
Unum
Colonial Life
Due to issues with ChangeHealthcare, we have temporarily lost EDI access.
UPMC Health Plan
YES
Not supported
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Demo Videos
View our demo videos below for additional guidance on every step of the onboarding process! 🎬
- In this video we will dive into starting the onboarding process and setting up an insurance identifier as a payer.
- Check out this demo to see how to link an insurance identifier to a existing connected payer.
- Watch this demo for a quick overview of setting up an insurance identifier as an indicator of auto self pay.
- See the video below for a tutorial of provider setup.
- In this demo we will cover how to edit your PMS Sync settings.
- In this video we will dive into starting the onboarding process and setting up an insurance identifier as a payer.
Download our "Insurance Verification Best Practices" resource for additional guidance!