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Dental insurance verification form

Dental insurance verification form

The Dental insurance verification form collects patients' insurance information and automatically verifies coverage when the patient's appointment enters the verification window.

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NexHealth users with integrated forms can take advantage of the new Dental Insurance verification form to collect patient insurance information and verify coverage before appointments.

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How it works:

1. Patients complete the Dental Insurance form. This can be added as part of your regular intake process, and can be automated through Smart Form rules if desired.

2. There are streamlined fields optimized for insurance verification, including a searchable dropdown menu to select payers. Payers in the drop-down are ranked by location-level popularity, ensuring that your patients can find their carrier quickly.

3. Once the form is complete and synced to NexHealth, insurance verification is automatically performed when the appointment enters the eligibility window. If it is already within the window, the verification occurs immediately upon form receipt.

Benefits:

  • Streamlined insurance data capture, especially for new patients
  • Improved accuracy in payer selection for patients
  • Efficient, timed verification process
  • Better integration between forms and verification services

Important Notes:

  • Patients' insurance info is not written to the EHR (the Eligibility PDF will still sync to the patient chart).
  • Verification is not performed immediately upon form submission unless the patient is already within the eligibility window

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To add or switch to the new Dental Insurance Verification Form in your account:

1. Navigate to Forms and select Manage Forms.

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2. Click on New Form and choose Build.

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3. Click on the Select Template drop-down menu.

4. Choose Dental Insurance Verification Form from the list, then click Save and Exit to add the form to your account.

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5 Configure Smart Form rules to send this form automatically with your Reminders, or add it to a packet to send manually or with a template such as the New Patient template.