Eligibility is a part of our DI Insurance Module. If you're interested in learning more, CLICK HERE to request a demo!
What is the Insurance Verification Report?
When Dental Intelligence runs an automated insurance eligibility check for a patient, it generates a PDF report showing the patient's coverage details, including plan status and applicable benefits. This report is created automatically as a result of the eligibility check itself.
No patient action is required. The report is not something a patient fills out or submits, it's generated from the results of the automated eligibility check, which uses insurance information already on file in your practice management software (PMS).
How is the report created?
Dental Intelligence pulls the patient's insurance and appointment information from your PMS.
An eligibility check is run, either automatically (via your Automatic Verification Rule), in batch (Verify All / Bulk Actions), or manually for an individual patient.
Once the check completes, which typically takes a few minutes, the report is generated as a PDF.
The report is automatically written into the patient's chart/document manager in your PMS.
Where can I find the report?
In your PMS: The report is automatically added to the patient's chart/document manager shortly after the check completes, no manual step needed.
In Dental Intelligence: You can view or download the report directly from the Documents section of the patient's Patient Card.
When would I need to manually send the report to my PMS?
Dental Intelligence includes a "Send to PMS" option in the Documents section of the Patient Card. This is a manual backup only, use it if the report doesn't appear in your PMS as expected (for example, due to a delayed sync). Under normal conditions, you won't need to use this, since the report is sent automatically.
Frequently Asked Questions
Does every eligibility check produce a report?
Yes, every eligibility check should generate a PDF.
Is this report the same as a patient insurance form?
No. This report reflects the results of an automated eligibility check run by Dental Intelligence. It is separate from any patient-facing insurance forms your practice may use to collect information directly from patients.
Do I need to do anything for the report to reach my PMS?
No, it's sent automatically. If for some reason you notice that the eligibility report is not showing up in the patient's file in your PMS, the "Send to PMS" button in the Patient Card can be triggered as a fallback for delayed or missed syncs.
To find the “Send to PMS” button:
Click on the patient's name to open the Patient Card
Go to the Documents tab
Look for a section titled Eligibility Reports
Click on the 3-dot menu next to the generated eligibility report and choose Send to PMS from the list of options
