Where do I see what insurance Amy verified?

When Amy verifies a patient's insurance, the result never disappears into a black box. It shows up on the Verification tab, which is a full lookup console for any patient (it replaced the old Insurance tab), and on the patient's record. Both read from the same check, so whichever you open, you're looking at exactly what the payer sent back.

The Verification tab: your coverage console

The Verification tab is the fastest way to see what Amy verified. It opens on your whole patient list with a search box on top. Click the empty search box to see the three patients checked most recently.

Click a patient's row for the quick answer, or View the full benefits report for their full page, laid out in cards:

• Plan summary: the four numbers your front desk reaches for most: annual max left, deductible (individual, and family when the carrier sends it, met vs. remaining), out-of-pocket max, and whether the plan is in-network or out-of-network.
• Procedures: an estimate for the visit, priced with your own fees.
• Coverage by category: the payer's coverage percentages for preventive, basic, major and ortho work, with your codes under each.
• Special clauses & limitations: frequency limits, waiting periods, pre-auth flags, and anything else the payer returned.
• Plan basics: carrier, plan, member ID, group, policy holder and relationship, the holder's SSN (last four only), the holder's address, and the effective date.
• Cards on file: the front and back card photos, if you have them.
• Verification history: every check that has ever run for this patient, newest first, who ran it and its result. Open report shows any past run exactly as the payer answered that day.

To read what each of those numbers means, see Reading the eligibility breakdown.

Find a specific patient's coverage

Read the verification status at a glance

On the Verification list, each patient carries one word: Verified, Re-check (verified more than 30 days ago), Not checked, Needs fix, Inactive or Self-pay.

On the patient's page, the header tells you the state of the last check, so you're never guessing whether "verified" is still good:

• Verified 2h ago (green): the check succeeded in the last 30 days.
• Verification running (blue, pulsing): a check is in progress right now.
• Verification failed, see why (red): the payer rejected the request. Click it for a plain-English explanation and the field to fix. Walk through it in A verification failed, what do I do?.
• Coverage inactive, see why (red): the payer says the plan isn't active. Click for details.
• Partial response, see why (amber): the payer confirmed eligibility but didn't send every benefit detail.
• Never verified (grey): no check has run yet on this plan.

After 30 days the tag next to the patient's name reads Expired, and the list shows Re-check, so run it again before the visit.

The patient's record

The same answer also shows on the patient's record in Patients, on its Insurance tab. This is handy when you're already looking at a patient's history.

What if a check needs your attention

If a payer couldn't answer electronically, or a member ID has a typo, Amy doesn't guess. The patient lands under Verifications with a problem at the top of the Verification tab, and a task shows in What needs to get done so nothing slips. Clearing it usually means fixing one field and running the check again, see Re-running an insurance check.

Frequently asked questions

Do I have to start a verification myself to see it? Not always. When a patient gives Amy their insurance on a call, she checks it live, so that coverage is usually already waiting for you. Every other check, your team runs in one click. See How Amy verifies insurance in real time.

A patient has two plans, where's the second one? Both show in Plan basics on the patient's full page, primary first, then secondary. To add a second plan, press + Add secondary.

Why doesn't a patient show any benefits yet? No check has passed yet, usually because the plan was just added, is still verifying, or the last check failed. Check the status and re-verify if needed.

Can I see coverage for a patient who isn't booked? Yes. The Verification tab lists every patient in your practice, not just today's schedule.