Re-running an insurance check

A verification is a snapshot in time — accurate the moment it ran. When something changes, or a check is old, you don't have to call the payer or start over. Press Re-verify and Amy sends a brand-new, real-time request to the payer and refreshes the whole breakdown in seconds.

When to re-run a check

• After you fix a field. Corrected a member ID, birth year, or subscriber name? Re-verify so the change is confirmed against the payer. See A verification failed — what do I do?.
• When the check is expired. An amber Verification expired pill means it's old enough to re-run 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 response or timeout. If the payer was slow or sent incomplete detail, waiting a couple of minutes and re-running usually returns the full picture.

How to re-run a check

What changes after a re-run

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

• The status pill re-stamps to "Verified just now" on success — or shows the current failure reason if the payer still rejects it.
• The numbers refresh — annual max, deductible, and coverage percentages reflect the payer's latest.
• Verification history gains a dated entry, so you keep a full audit trail of every check that ran and when.

If the re-run fails again

A repeated failure usually points at the data, not the payer. Open the see why explainer, check the flagged field against the patient's card one character at a time, and re-verify once more. If everything matches and it still fails, request a fresh card photo, or the payer's system may be temporarily down — try again shortly. The full playbook is in A verification failed — what do I do?.

Frequently asked questions

How often does Amy re-verify on her own? Amy automatically re-checks patients with upcoming appointments so their coverage is current before the visit. You rarely need to start one by hand — mostly after a fix or a reported change. See How Amy verifies insurance in real time.

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 Re-verify button is greyed out — why? It's disabled while a check is already running (the pill reads "Verification running"). Give it a moment; the button returns when the result lands.

Can I re-verify a patient who isn't on today's schedule? Yes. The Insurance tab searches every patient in your practice, so you can re-run a check any time — no appointment required. See Where do I see what insurance Amy verified?.