1
Once you log in, select Preferences in the left panel, click on Insurance Verification Settings.
Insurance Verification
How PracticeDilly Verify Insurance Periodically with Patients?
Set up recurring insurance-verification messages so patients can review and update their insurance information before their appointments.
Step by step
What you’ll see in this demo
2
Turn ON Enable Verification
3
And then customize when you would like to send the insurance verification message to your patients. Let's say you want to send the verification message 7 days prior to their appointment. Enter 7 here.
4
Additionally, you can choose how often you want to send this message. If you would like to send the message once every 6 months, enter 6 here.
5
To see what the message to the patient is going to look like, click on Reference 1. This is the case when you have a patient's insurance on file.
6
Reference 2 shows the message when there is no insurance on file.
