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Insurance

How do I verify a patient's insurance?

Organization ApprovedSource Verified

Summary

Verification must begin within 24 hours of the start of treatment using the Insurance Verification Scripts, so the clinic does not treat patients whose coverage cannot pay.

  1. 1
    Begin verification within 24 hours of initiation of treatment, using the Insurance Verification Scripts.
  2. 2
    Once the doctor has seen the patient and services are entered into Medisoft, email the Confidential Patient Information (CPI), Patient Affidavit, and police report to verification.
  3. 3
    Verify both 3rd party (primary) and 1st party (secondary, when applicable) coverage for every personal injury patient.
  4. 4
    Document every contact — verbal or written — with any carrier, attorney, or the patient in Medisoft.
Important

Insurance coverage and liability must be verified on every personal injury patient in a timely manner; the sooner coverage is verified, the sooner the clinic can secure its bill.

Citation
CA Manual, Insurance Verification: Policy, Purpose, Procedure, p. Insurance/Billing · Revised 2/9/26
Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.

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