Verify Insurance Anytime from the Patient Profile Slide-Out

Did you know that you can find Insurance Verification in the Patient Profile? We've enhanced the functionality of Insurance Verification by increasing accessibility for your staff and decreasing the hassle around understanding patient insurance. You can now access verifications outside of the Appointment List from the Patient Profile Slide-Out and have more control over insurance conversations with your patients. Utilize the Insurance Verification tool from the Patient Profile Slide-Out to stay on top of patient insurance and confidently address patient insurance questions! 


Why Verify Insurance from the Patient Profile Slide-Out?
 

  • Avoid workflow interruptions. Open the Patient Profile Slide-Out from anywhere in the RevenueWell portal so you can check and run a patient's insurance verification without losing your spot. 

  • No appointment is required. You can verify a patient's insurance without needing an upcoming visit or appearing on the Appointment List to better understand their status and coverage anytime you need it. 

  • Consider all insurance details. Beyond running verifications, you can see a patient's Primary and Secondary Insurance information and check their remaining insurance balance. 

 

Watch Our Tutorial 

Check out this quick tutorial video to see how easy it is to Verify Insurance from the Patient Profile Slide-Out in RevenueWell.  

 

Learn More About Insurance Verification 

We encourage you to visit the RevenueWell Customer Academy for detailed trainings on how to make the most out of our Marketing Platform. The academy offers valuable insights and resources that will help you maximize its value in your practice, allowing you to provide a streamlined patient experience. 

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Access the RevenueWell Customer Academy 

 

Technical Support 

For more technical details on Insurance Verification and the Patient Profile Slide-Out, please visit other articles in our Help Center on these Marketing Platform features. Here, you'll find guides and FAQs to help troubleshoot any issues you may encounter.

We're excited to partner with you to improve your practice's operations and efficiency. If you have any questions or need further assistance, please reach out to our support team!