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AI Insurance Verification: Verifications from the Dashboard

The Verifications page provides a centralized view of every insurance verification processed through AI Insurance Verification. From this page, you can monitor verification activity, review completed eligibility checks, manually manage requests, and download eligibility reports.

As verification requests are processed, the Verifications page updates automatically, making it easy to track the status of upcoming patient appointments and identify requests that require attention.

Filter & Search Verification Requests

Use the filters at the top of the page to quickly locate verification requests by status:

  • All – Displays every verification request.
  • Needs Attention – Displays requests that require action before verification can be completed.
  • Verified – Displays successfully completed verification requests.
  • In Progress – Displays verification requests that are currently being processed.

You can also use the Search bar to quickly locate a specific patient or appointment.

Review Verification Details

Each verification request includes key information to help you quickly identify the patient and the status of their insurance verification.

The verification list displays:

  • Appointment or service date
  • Verification status
  • Insurance payer
  • Payer ID
  • Patient name
  • Member ID

Select any verification request to view additional details and available actions.
 

Enable Hide Verified Checks to focus only on verification requests that still require review or action.

Manage Verifications

From the Verifications page, you can review a patient's insurance status and take action when necessary.

To manage a verification request:

  1. Open the Insurance Verification Dashboard.
  2. Select Verifications from the navigation menu.
  3. Locate the patient and select the verification status next to their appointment.
  4. Choose one of the available actions.

Depending on the patient's situation, you can:

  • Run Verification to manually initiate an eligibility check.
  • Mark as Manually Verified if insurance eligibility has already been confirmed outside of AI Insurance Verification.
  • Mark as Self-Pay if the patient does not have insurance and verification is not required.

Once an action is selected, the verification status updates automatically.

Download Eligibility Reports

Insurance Verification Reports can be downloaded for patients with completed or verified eligibility checks.

How to Download an Eligibility Report:

  1. Navigate to Verifications.
  2. Locate the patient's appointment and select the verification status displayed next to the patient’s name and appointment details.
  3. Click Open PDF in a New Tab to generate and download the Insurance Verification Report.

Upload Reports to Your PMS

  1. Open your computer’s Downloads folder.
  2. Locate the downloaded Insurance Verification or Eligibility Report PDF.
  3. Upload the report into the patient’s document center or chart within your PMS.

These reports include detailed eligibility and benefits information that can be used for patient estimates, treatment planning, and front-office verification workflows.

Need help understanding a verification status?
Each verification request includes a status that reflects its current progress or whether action is required. For a complete explanation of every status, including common causes and recommended next steps, see AI Insurance Verification Statuses.