A. Gather Information From New Patient Call
Gather the patient's insurance information from the initial patient phone call...then add a verification request in your SymplVerify Dashboard, which is then sent to our team.
or B. Gather Information Directly From Patient
Or use our automated system which allows the patient to securely send their insurance information directly to our verification team.
Insurance Card Upload
After a request is added to the system, SymplVerify will prompt the patient to upload their insurance card to the system. You can easily download the patient ID cards from your SymplVerify Dashboard
Due to the need to verify all insurance via phone, we have to give our team time to properly gather all information. There is a minimum of 24hrs in advance of the appointment time.
We understand that insurance requests must be done manually and on the phone. Our team calls each and every insurance company to ensure the most accurate and up-to-date insurance information.
To keep our verifications team trained properly and guarantee quality, we utilizes our standard insurance verification form. We do not allow outside forms to be utilized, but we are open to suggestions for additional items to be checked.
We will always use the credits that are first to expire to help maximize the time to utilize your credits.
Software Designed To Simpligy And Streamline The Entire New Patient Process.
HIPAA Compliant Esignature Platform. With New Patient Appointment Reminders.