Insurance Verification FAQs

Question	Answer
How does Same Day Verification work?	Insurance verification automatically runs 3 days before each scheduled appointment. Within your Payer & Schedule Setup settings you will see “Re-run Verification on Appointment Day” If toggled ON: Verification will run for all patients scheduled that day who have insurance. Verifications will run daily at 4 AM CT / 3 AM CST (depending on daylight saving time), except on Sundays. Note: If an appointment is created later the same day after the insurance verification has already run, IV will not automatically run for that appointment. In this case, Manual Verification would be required. If toggled OFF, verifications will only automatically run three days before appt.
When will Insurance Verification run?	Insurance Verification will run automatically in the following scenarios: Three days before the appointment. Same-day, if enabled. When the following forms are submitted and required insurance fields are completed: Insurance Form Missing Information Form Any custom form containing the new Insurance Fields group
What if different sources contain different insurance information?	If PMS contains insurance information, the PMS is used as the primary source If PMS is missing insurance information, IV uses the most recently submitted form with Insurance Fields. If both sources exist but differ: A successful form verification will override a failed PMS verification. If neither succeeds, IV defaults to the PMS result.
What happens to appointments that are on the first days of the month?	RevenueWell will automatically re-run verifications on the morning of the 1st of the month for any appointments that straddled the end of the month.
What clearinghouse does RevenueWell use?	RevenueWell aggregates data from the four main clearinghouses.
Does the Carrier ID or Primary member ID get pulled in from the PMS?	The Primary Member ID is pulled from the PMS. We are working to be able to pull in the Carrier ID as well in the future.
When patient data is missing or inaccurate, what are the most common things to review?	Although clearinghouses and payer portals don't specify what is missing, we recommend checking the member ID, birthday, etc. We are working to provide more detailed information as we can. Feel free to review Patient Data Management resource for tips on maintaining clean patient data.
When reporting an issue, what information should we provide to the support team?	Please provide the patient name, appointment date and time, and the error message you are seeing.
Why do some of my verifications run automatically but others don't?	All verifications run either same day, three business days prior to the appointment, or when a form containing insurance fields is submitted. To run a verification after the same day verification has run or further in advance, open the verification status and manually run or re-run it.
How long does it take to sync when you put in a new patient's insurance information?	15 minutes
If we have two doctors in the office and they have a different relationship with an insurance carrier, how does that work?	When defining the relationship with the payer in Payer Setup, you can set the default relationship and specify provider-specific exceptions.
[Pro] If carrier portal credentials are invalid, will we still see an insurance verification status?	[Pro] Yes, you will see a relevant warning within the verification status description indicating that we can only pull EDI data until the payer portal is connected. See our verification statuses for more information on what these warnings might include.