AI Insurance Verification: Manual Verification, Downloading & Printing

🚨 Same Day Verification is now live! To get started, review your Payer & Scheduling Setup settings. For appointments scheduled after the daily verification has run—or if daily verifications are disabled and Insurance Verification runs three days before the appointment—refer to the article below for step-by-step instructions on how to run a manual verification when needed.

Appointment List Verification

The primary place to manage Insurance Verification is from the Appointments List in Scheduler. When looking at the Appointment List, users can see their patients for a given day with their insurance status at a glance.

To run a manual verification or mark as self-pay:
1. Access the Scheduler app within RevenueWell.
2. Open the Appointments List.
3. Patients who have not been automatically verified will show an "Unknown" status. Click on the hyperlinked verification status.
4. In the verification dialogue box, you have three options:
  1. Mark as "Manually Verified"
  2. Mark as "Self Pay"
  3. "Run Verification"
5. Select your option, and the status will change accordingly.
A patient's status will remain "Unknown" until an automatic verification runs or the patient is manually marked as "Self Pay" or "Manually Verified."
Patient Profile Verification

You can also manually verify a patient’s insurance anytime from the full-page or slide-out view of the Patient Profile.
1. Follow the steps below:
  1. Open the Patient Profile.
  2. Under Billing, click on the verification status.
  3. Here click either Run Verification or Re-Run Verification (depending on the current status).
  4. If the status is unknown, you will be prompted to choose a provider and click Next.
  5. Once submitted, you will see a confirmation that the verification is in progress.
2. Follow the steps below:
  1. Open the Patient Profile Slide-Out.
  2. Click Billing.
  3. Click on the verification status.
  4. Select either Run Verification or Re-Run Verification (depending on the current status).
  5. If the status is unknown, you will be prompted to choose a provider, then click Next.
  6. Once submitted, you will see a confirmation that the verification is in progress.
  For a video tutorial, check out our Best Practices article here!
Download & Print Verifications

To download verification results:
1. Go to Scheduler.
2. Open the Appointments List.
3. Click on the hyperlinked verification status.
4. Click Download Verification PDF.
5. Navigate to your computer's recent downloads.
6. Select the newly downloaded Insurance Verification Report or Eligibility Report.
7. Upload the chosen report to your PMS document center.
To print your daily Appointment List and patient verification statuses:
1. Go to Scheduler.
2. Open the Appointments List.
3. Click Print to generate a printable list of your appointments.
Demo Videos