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

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 or the patient is manually marked as "Self Pay" or "Manually Verified."
Patient Profile Verification

Manually verify a patient’s insurance anytime from either the full-page or slide-out view of their 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 then be prompted to choose a provider and click Next.
  5. Once complete, you will see a confirmation status confirming the patient profile is up-to-date.
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 then be prompted to choose a provider and click Next.
  6. Once complete, you will see a confirmation status confirming the patient profile is up-to-date.
  For a video tutorial, check out our Best Practices article here!
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