Insurance & verification

What you will find in insurance & verification

How Amy verifies dental insurance eligibility and benefits in real time, reads the breakdown, and re-runs a failed check.

There are 14 guides in this topic, and together they take about 44 minutes to read. Each one is written for the person at the front desk rather than for an administrator, so it says what to click and what to expect rather than describing the feature in the abstract.

Running a check for one patient

Add the patient, add their card with every box filled in, and click Save and verify. The answer comes back in a few seconds. (2 minute read, beginner)

Patients on someone else's plan

A child on a parent's plan, or a spouse on a partner's: set Relationship, then fill in the policy holder's details from their card. The carrier finds the holder first, then the patient. (2 minute read, beginner)

How Amy verifies insurance in real time

When a caller gives Amy their insurance, she checks eligibility and benefits with the carrier during the call and saves the answer to the patient's record. No phone tree, no callback. (4 minute read, beginner)

Uploading a bulk verification list

Check a whole list of patients at once: drop in our template or an export from your practice software, fill in the red boxes, and click Verify. (2 minute read, beginner)

The carrier does not have your practice on file

A carrier can only answer a check when your practice is enrolled with them. Here's how to tell, and what to do about it. (2 minute read, beginner)

Red boxes in a bulk list

Most red boxes mean a required field is blank. Fill them in before you run the list, or that row won't qualify as a free not-found check. (3 minute read, beginner)

After you send a fix request

A fix request goes straight to a person on our team, not to an automated queue. Here's what happens next and how to check on it. (2 minute read, beginner)

Where do I see what insurance Amy verified?

Every check Amy runs lands on the Verification tab and the patient's record. Here's how to find the eligibility breakdown and read the verification status at a glance. (4 minute read, beginner)

Reading the eligibility breakdown

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. (6 minute read, intermediate)

Pricing a treatment: what the patient pays

Build procedures turns a verified plan into a price: add the treatments, and see your fees, what insurance pays, and what the patient pays. It is saved on the patient. (2 minute read, beginner)

Past checks: a patient's verification history

Every check you run is kept on the patient. Open Verification history to see who ran each one and what the plan had left that day, and open any old report exactly as the carrier answered. (1 minute read, beginner)

A verification failed, what do I do?

A card under “Verifications with a problem” almost always means a small detail on the card, not a patient without insurance. Here's how to read what the carrier said, fix the box it points to, and re-check in a few clicks. (6 minute read, intermediate)

Re-running an insurance check

Press Re-verify to run a fresh, live eligibility check with the carrier: after a fix, before a visit, or any time coverage might have changed. Nothing re-runs on its own. (4 minute read, beginner)

Which insurance payers Valian can verify

Valian verifies with hundreds of dental and medical payers in real time. Here's how the right payer gets picked, what happens when a payer can't be checked electronically, and how to fix a carrier that won't match. (4 minute read, beginner)