Insurance & verification · 4 min read · Beginner

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.

Updated Oct 2, 2026

A verification is a snapshot in time, accurate the moment it ran. When something changes, or a check is getting old, you don't have to call the carrier or start over. Run the check again and a brand-new, real-time request goes to the carrier and the whole answer refreshes in seconds.

Tip

Nothing re-runs without you. Every check, and every re-check, is one your team starts with a click. That way you always know what was sent.

When to re-run a check

After you fix a detail. Corrected a member ID, birth year or policy holder on a card that did not verify? Save and re-check in the fix panel sends it again. See A verification failed, what do I do?.
When the check is old. Thirty days after the last good answer, the patient's row shows Re-check and its button reads Verify now. Re-run it before you quote anything.
Before a major visit. For crowns, implants, or anything expensive, a fresh check gives you the most current annual max and deductible.
When coverage may have changed. New year, new employer, or the patient mentions a plan change. Re-verify to catch it.
After a partial answer or a carrier that didn't answer. If the carrier was slow or left out part of the benefits, waiting a few minutes and re-running usually returns the full picture.

How to re-run a check

Find the patient on the Verification tab. Search works for every patient in your practice.
Press the button on their row: Re-verify for a verified patient, Verify now for one marked Re-check or Not checked. Or open the patient's full page and press Re-verify at the top right. (While the card needs a fix, that button reads Re-check.)
Wait a moment. The request goes to the carrier in real time; on the patient's page the button reads Verifying… until the answer lands.
Read the refreshed result. The row opens on the new answer. On the patient's page, Plan summary and Coverage by category refresh, and a new entry is added to Verification history.

What changes after a re-run

Every re-run is a genuine new request to the carrier, so the whole snapshot updates at once:

The status re-stamps to "Verified just now" on success. If the carrier still rejects it, the patient moves to the red Verifications with a problem strip and their page shows This card did not verify, with what the carrier said.
The numbers refresh: annual max, deductible, and coverage percentages reflect the carrier's latest.
Verification history gains a dated entry, so you keep a full record of every check that ran and when. Open any past entry to see the benefits exactly as the carrier answered that day.

Note

A re-check is a new check, billed the same way as any other. On an insurance verification plan, only a check where the carrier finds the patient is billed. A check that finds no one is free when every required box was filled in, and a check the carrier never answered is never billed. If nothing on the card changed since the carrier said it could not find the patient in the last day, we don't send it again, and that costs nothing. See What a check costs.

If the re-run fails again

A repeated failure usually points at the data, not the carrier. Open the card under Verifications with a problem, read what the carrier said, check the box it points to against the patient's card one character at a time, and press Save and re-check. If everything matches and it still fails, press Fix now and send a fix request, or call the carrier. The full playbook is in A verification failed, what do I do?.

Frequently asked questions

Does Valian re-verify for me? No. Nothing runs on a schedule. Your team runs every check and every re-check, each in one click. Use the Needs a check chip to see who is due.

Will re-running overwrite the old result? It doesn't erase anything. The latest result becomes what you see up top, and the previous checks stay in Verification history for reference.

The button is greyed out, why? A check is already running. On the list, the row's button greys out until the answer lands; on the patient's page it reads Verifying…. Give it a moment. If your office has reached its plan's check limit, the check does not run and a pop-up offers the next plan instead.

Can I re-verify a patient who isn't on today's schedule? Yes. The Verification tab searches every patient in your practice, so you can re-run a check any time, no appointment required.

Still need a hand?

Reach the Valian team any time at help@valiansystems.com, or open a ticket from the Help Center inside your dashboard. During onboarding, your onboarding contact is at onboarding@valiansystems.com.