Insurance Verification: Manual Verification, Downloading & Printing

Manual Insurance Verification

In our ongoing effort to phase out legacy systems, we are migrating vital elements from the legacy appointments tab to the "Appointments List" within Scheduler. 🎉

When looking at the new appointment feature, users will now be able to see their patients for a given day with their insurance status at a glance.

To initiate insurance verification manually, mark as self-pay or manually verified:
1. Access the Scheduler app within RevenueWell.
2. Open the Appointments List.
3. Patients who have not yet been automatically verified will show the "Unknown" status. Click on the hyperlinked verification status to the far right.
4. Within the verification dialogue box, you have the options to:
  1. Mark as "Manually Verified"
  2. Mark as "Self Pay"
  3. "Run Verification"
5. Once you have selected your option, the status will change accordingly.
A patient's status will show as "Unknown" until the automatic process runs (three business days prior to patient appointment) or the patient is manually marked as "Self Pay" or "Manually Verified."
Download & Print Verifications

To manually download insurance reports for patients with verified insurance:
1. Access the Scheduler app within RevenueWell.
2. Open the Appointments List.
3. Click on the hyperlinked verification status to the far right.
4. Click "Download Verification PDF."
5. Navigate to your computer's "Downloads" folder.
6. Select the newly downloaded Insurance Verification Report or Eligibility Report.
7. Upload the chosen report to your PMS document center
To print your appointment list and patient verification statuses for the day:
1. Access the Scheduler app within RevenueWell.
2. Open the Appointments List.
3. Select "Print" at the top of the list to print your appointment list and verification statuses for the day.
Demo Videos