Starting with Insurance Verification only

If you signed up for Insurance Verification on its own, your account is deliberately smaller than the full product. There is no phone line to set up and no Amy answering calls. This is the short version of your first week.

Step 1: pick a plan

Signup asks about how many checks your office runs a month and highlights the plan sized to that. You can pick Monthly or Yearly (20% off), and you can change plans any time later from Settings › Plan & billing. See How plans work.

Step 2: set up your practice

1. Your practice details. Your NPI number looks you up in the national registry, so your legal name and address fill in automatically.
2. Your carriers. Pick the insurance carriers your office works with, or drop in a spreadsheet and we match them for you.
3. Your services and codes. Your own procedure codes and prices, picked by hand or from a file. These make a patient estimate real money instead of a guess.

Step 3: run your first check

Add a patient, type what's on their insurance card, and click Verify now. You get an answer in seconds: active or not, what's covered, and what's left this year.

Step 4: do a whole day at once

Once you're comfortable with one check, Bulk upload runs a whole day's schedule in one pass. Any row missing a required box is flagged red before it runs, so you can fix it first.