Eligibility verification is part of the DI Insurance Module. Interested in adding DI Insurance to your Dental Intelligence subscription? CLICK HERE to contact a representative for help getting this module set up.
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.
Important note for Engagement Module users: Did you know that if you have DI Insurance you can automatically batch verify patient insurance information from directly inside the Dental Intelligence dashboard? Click here to learn more about the Eligibility dashboard in Dental Intelligence.
Verify an Individual Patient's Insurance Eligibility
Log in to DI Insurance
Click the Insurance dropdown in the left side bar navigation and select the Eligibility tab
Select Add Patient to verify a new patient's insurance
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.
Automatic Insurance Verification within Dental Intelligence
If you utilize the Engagement Module, you can automatically verify patient insurance eligibility individually or in bulk directly from the Dental Intelligence dashboard, no need to login to the DI Insurance portal!
Eligibility verification in Dental Intelligence is currently enabled for primary insurance only. To begin verifying patient eligibility, navigate to the Revenue Cycle dropdown, then click on the Eligibility tab.
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.