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DI Insurance: Individual Patient Eligibility Verification
DI Insurance: Individual Patient Eligibility Verification

Learn how to verify a patient's insurance from within the DI Insurance portal

Written by Jolynn Marcum
Updated over a week ago

Verifying a patient’s insurance just got a whole lot easier with DI Insurance! Login to your DI Insurance module to verify a patient’s insurance. Simply enter the patient’s details to send a request and receive a response within seconds right within the platform.

In this article, we'll explore:

Watch this short video to get started:

Important note for Engagement users: Did you know that if you have DI Insurance you can automatically batch verify patient insurance information from directly inside the Engagement dashboard? Click here to learn more about the Eligibility dashboard in Engagement.

Verify an Individual Patient's Insurance Eligibility

  1. Log in to DI Insurance

  2. Click the Insurance dropdown in the left side bar navigation and select the Eligibility tab

  3. Select Add Patient to verify a new patient's insurance

  4. Enter the Patient, Subscriber, Insurance, and Provider Information and click Verify (You should receive a response on your screen within seconds)

View Patient Insurance History

Select the History tab to see insurance requests and response history:

To see a list of previously verified patients, go back to your main Eligibility page. Here you may search, view or update the information to re-verify eligibility by clicking on the 3-dot menu or the Verify status shown in the Action column.

DI Insurance is available with your Dental Intelligence product bundle. Dental Intelligence has partnered with Vyne to provide this service to our customers.

If you would like to get the DI Insurance module that includes claims verification and claims submission click here! A representative of our team will be reaching out to you to help you get this module set up.

Automatic Insurance Verification within Engagement

Now you can automatically verify patient insurance eligibility individually or in bulk directly from the Engagement dashboard, no need to login to your DI Insurance portal!

Eligibility verification in Engagement is currently enabled for primary insurance only. To begin verifying patient eligibility, navigate to the Eligibility tab in the Engagement left side menu.

Set up an Automatic Verification Rule or instantly verify individual patient eligibility status using the refresh icon or use Bulk Action to batch verify multiple patients at once.

Click here to follow along with our step-by-step Eligibility dashboard guide.

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