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Verification services

Insurance verification services, done before every visit.

Valian's insurance verification service checks each patient's coverage before the visit and puts the benefits on the patient's record. Your front desk runs a check in one click, or our team checks every patient for you.

1,100+ payersDental and medicalBefore every visitFailed checks explainedIn-house or outsourced
An insurance check in Valian, with the carrier answer in plain words.
The short answer

What are dental insurance verification services?

Dental insurance verification services confirm, before each visit, that a patient's plan is active and find out what it will pay: the annual maximum and what is left, the deductible, coverage for preventive, basic and major work, and how often the plan pays for cleanings and X-rays. An insurance verification company does this work for your office.

Valian does this work two ways, on the same software. Your front desk can run a check in one click, or from a photo of the insurance card. Or hand the work to us, and our team checks each patient before the visit. Either way, more than 1,100 payers answer in seconds. A medical answer shows active or not, the deductible left, copay, coinsurance and the out-of-pocket maximum, and a dental answer adds the annual maximum, coverage by category and frequencies. Plain words sit on top, the carrier's own answer stays underneath, and every answer is saved on the patient's record with the date.

A skipped or rushed check turns into lost money later. A patient changed jobs, and the old plan ended last month. The deductible started over with the new plan year. The plan already paid for this year's cleanings, or the crown falls inside a waiting period. A second plan was never billed. Without a check, the office learns about each one weeks later, from a denial or from a patient upset by a bill. Calling carriers to ask ties the front desk up on hold, and what someone hears on the call is easy to lose.

01Two ways, one recordYour desk runs checks in one click, or our team checks every patient for you. Either way, the answer lands on the same patient record.
02The carrier's answer underneathEvery answer keeps exactly what the carrier sent, under the plain-words summary, so anyone can see where a number came from before quoting it to a patient.
03A person calls when neededSome answers come back thin. Our team phones the payer for what is missing and puts the answer on the patient's record.
Before you sign

Four questions for dental insurance verification companies.

Which payers do you reach?Ask how many payers answer electronically and what happens with the rest. Valian reaches more than 1,100 payers, and our team calls when an answer has gaps.
What about same-day patients?A list sent the night before misses walk-ins and add-ons. In Valian, your desk checks a same-day patient in one click, even when our team runs the rest.
Where do the answers live?Benefits typed into an email or a spreadsheet get lost. In Valian, each answer sits on the patient's record with its date and the carrier's own reply.
Will you sign a BAA first?A verification company handles patient data, so HIPAA calls for a Business Associate Agreement. Valian signs one before any patient data moves.
By specialty

What a check must find, by specialty.

Every office needs to know if the plan is active, but each specialty has its own details that decide what gets paid.

Verification services · Dental

Dental

A dental check has to find more than active or not. Your desk needs the annual maximum and what is left of it, the deductible, what the plan pays for preventive, basic and major work, and frequencies, such as how often it pays for cleanings, exams and X-rays. Some plans set a waiting period before certain treatment is covered, and some group plans limit coverage for teeth that were missing before the patient joined. Our team calls the plan when the answer leaves one of these out.

Dental billing services →
The billing system

Eleven jobs through one connected system.

Every job shares the same patient, the same visit and the same claim, so nothing is typed twice and nothing falls between steps. Tap any job to see its page.

Front officeBefore and at the visit · 4 jobsBack officeAfter the visit · 7 jobs
Valian
e-Check-inForms, ID, carde-VerificationCoverage in secondsPrior authorizationRun by our teamPatient financingPlans before treatmentCodingChecked by the bookBillingSent electronicallyPayment postingEOBs post themselvese-PaymentsThe patient's shareCollections follow-upEvery open claim followedAppeals + denialsThe reason and the fixe-ReportingCollected, by day
Your team or ours

Run the checks yourself, or hand them to us.

Your front desk runs checks.

Your billing, streamlined in our software. Keep managing it yourself, or have us take it over. If your desk keeps verification, it runs each check in one click or from a photo of the card, reads the answer in plain words and tells the patient their share before treatment. Our insurance verification software page shows each step.

Our team checks every patient.

Hand the work to us, and our team checks each patient before the visit. The benefits land on the patient's record, a failed check is fixed before the patient arrives, and any gap gets a call to the payer. It is dental insurance verification outsourcing without a spreadsheet emailed back to you: every answer sits on your own screen.

What it replaces
StopsWith Valian
Calls on holdAnswers in seconds
Benefit spreadsheetsBenefits on the record
Night-before listsSame-day checks too
Failed checks guessedNumbered fix steps
Payers

The plans our team checks every day.

Checks cover dental and medical plans, from national carriers and Blue Cross Blue Shield plans to Medicare and Medicaid. More than 1,100 payers answer a check in seconds, and each answer is saved on the patient with the date.

Delta Dental of New JerseyMetLifeCignaAetnaGuardianUnitedHealthcareHumanaBlue Cross Blue Shield plansHorizon Blue Cross Blue Shield of New JerseyUnited ConcordiaAmeritasPrincipalMedicareMedicare Advantage plansMedicaid health plansNJ FamilyCare

Original Medicare does not pay for most dental care, such as cleanings, fillings and extractions, so a dental check on a Medicare card tells your desk that in plain words.

Getting started

Three steps to your first checks.

  1. 01Discovery callIn 15 minutes, we look at how your office checks coverage today and show you the screen the answers land on.
  2. 02AgreementThe Business Associate Agreement is signed in the dashboard, before any patient data moves.
  3. 03First checksYour desk runs its first check in one click, or our team starts checking each patient before the visit.
What to have ready for your call.
  • Your office's name and NPI
  • Your list of upcoming appointments
  • Patients' insurance cards or member IDs
  • Someone to sign the BAA
Book a discovery call →
New Jersey

Insurance verification for New Jersey offices.

Valian is based in New Jersey, and our team checks patients for dental and medical offices across the state. Delta Dental of New Jersey and Horizon Blue Cross Blue Shield of New Jersey answer a check in seconds, like the other payers on the list. In Ocean and Monmouth counties, the discovery call can happen at your front desk, with your team. Anywhere else in the state, we meet by video.

Dental billing in New JerseyMedical billing in New JerseyChiropractic billing in New JerseyOcean CountyMonmouth County
Questions

Common questions.

What do dental insurance verification services include?

They include adding each patient's plan, running the check before the visit, reading the answer, fixing any check that fails and calling the payer for anything the answer leaves out. With Valian, every answer is saved on the patient's record with the date, so your desk can tell the patient their share before treatment starts, not on a bill weeks later.

What does an insurance verification company do?

It checks each patient's coverage before the visit, so your front desk does not have to. That means confirming the plan is active, finding out what the patient will owe and putting the answer where your team works. Valian's team does this on our own software, so every answer lands on the patient's record instead of in an email or a spreadsheet.

How do I choose a dental insurance verification company?

Ask to see what one finished check looks like. A good dental insurance verification company shows the annual maximum and what is left, frequencies, waiting periods and coverage by category, not only active or inactive, with the date it was checked. Then ask who calls the payer when an answer has gaps. On the discovery call, Valian shows you the real screen.

Is outsourcing dental insurance verification worth it?

Often, yes, when the person at the front desk also answers phones and checks patients in, because checks get rushed or skipped on a busy day. Outsourcing hands the work to a team that does it every day. With Valian you can also split it: our team checks each patient before the visit, and your desk runs a one-click check for walk-ins and same-day changes.

What is insurance benefits verification?

Insurance benefits verification goes past active or not and finds out what the plan pays: the deductible and what is left, copay, coinsurance, the out-of-pocket maximum and, for dental plans, the annual maximum, frequencies and coverage by category. Eligibility tells you the plan exists. Benefits tell you what the patient will owe. Valian returns both in one answer.

What do insurance eligibility verification services check?

They check that the patient's plan is active on the day of the visit, that the member ID and birth date match the plan's records, and who the policy holder is. The electronic check is a standard HIPAA transaction: the 270 asks the plan and the 271 answers. Valian sends that check to more than 1,100 payers and shows the benefits in the same answer.

How long does insurance verification take?

An electronic check comes back in seconds. Federal operating rules, in force since January 1, 2013, make health plans answer an eligibility question in real time and include the deductible, copay and coinsurance. A gap that needs a phone call takes longer, because our team waits on hold with the payer like anyone else, and the answer is added to the patient's record when the call ends.

How often should you verify insurance?

Before every visit, close enough to it that a change in the plan still shows up. Plans end when patients change jobs, and the deductible and annual maximum start over each benefit period, usually the calendar year. Check again whenever a patient says their plan changed. Every Valian check is saved with its date, so anyone can see when coverage was last confirmed.

What information do you need to verify insurance?

Four things send a check: the patient's name and date of birth, the insurance company and the member ID. The policy holder's name and birth date help when the patient is a spouse or a child on someone else's plan. In Valian, the boxes a check cannot run without are red, the helpful ones are yellow, and photos of the ID and the card fill them in.

What happens if an insurance verification fails?

Valian says why the payer could not match the patient and lists numbered steps to fix it, such as changing the date of birth. Make the change and run the check again on the same page. When our team runs your checks, we fix a failed check before the patient arrives and call the payer when the fix is not clear.

Can you verify secondary insurance?

Yes. The primary and the secondary plans each get their own check and their own answer. That matters for a child covered by both parents, where the plan of the parent whose birthday comes first in the year usually pays first, and for patients on Medicare plus a supplement. Knowing the order before the visit sends each claim to the right plan first.

Does insurance verification guarantee payment?

No. A check shows what the plan says on the day it runs, and the plan still decides each claim when it arrives, against the codes, the notes and its own rules. Checking before the visit takes away surprises like an ended plan or a used-up maximum. Every Valian check keeps its date and the carrier's own words, so you can show what the plan said.

How much do insurance verification services cost?

It depends on how many patients you see and whether your desk or our team runs the checks. Valian sets your price with you after the discovery call, and nothing is charged until you agree to it. When you compare companies, ask what counts as a check, and what happens to a check the payer cannot match.

Is it safe to outsource insurance verification?

Yes, when the company signs a Business Associate Agreement first. HIPAA treats a company that does billing or claims work for a practice as a business associate, and the practice needs a written agreement with it. Valian signs the BAA before any patient data moves, encrypts data in transit and at rest, and logs access to patient records.

Does a verification company call the insurance company?

Ours does, when it is needed. When the electronic answer leaves out a waiting period, a frequency or a visit limit, our team calls the payer and adds the answer and the call reference to the patient's record. Your front desk stays off hold, and the next person who opens the patient sees the same answer.

Still have a question? Book a discovery call →

Book a call

Talk to us about insurance verification.

In 15 minutes, we look at how your office checks coverage today and show you where each answer would land.

  • How your desk checks coverage today
  • The plans your patients carry
  • Your desk, our team, or both
Book a discovery call15 minVideo callEastern Time (ET)
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