Insurance & verification

Amy checks eligibility and benefits with the payer during the call, then writes the breakdown to the patient's timeline — no phone tree, no callback.

4 min read · Beginner

Every check Amy runs lands in two places — the Insurance tab and the patient's timeline. Here's how to find the eligibility breakdown and read the verification status at a glance.

4 min read · Beginner

What every number on a verified plan means — annual max, deductible, coverage by category, network status, and the special clauses that catch practices off guard.

4 min read · Intermediate

A red 'Verification failed — see why' badge almost always means a typo, not a lost patient. Here's how to read the reason, fix the field, and re-run the check in a few clicks.

4 min read · Intermediate

Press Re-verify to run a fresh, live eligibility check against the payer — after fixing a typo, before a visit, or any time coverage might have changed.

3 min read · Beginner

Amy verifies with hundreds of dental and medical payers in real time. Here's how payer matching works, what happens when a payer isn't reachable electronically, and how to fix a carrier that won't match.

3 min read · Beginner