Insurance Verification Settings

How to Map Insurance Plans from Your Practice Management Software and Set Up Writeback

Note: The Grow Package is required for this feature.

If you plan to use our Insurance Verification feature, follow these steps to ensure proper setup:

1. Access Settings:

• Click the Settings icon at the top right of the Practice by Numbers (PbN) interface.
• Navigate to the Insurance Verification section.

2. Enter Required Information:

• At the top of the page, enter the leading provider's NPI number. Ensure you use the provider NPI and not the facility NPI.
• Enter the practice's Tax ID to the right, as it is necessary for some insurance verifications.

3. Map Insurance Plans:

• In the left column, you will see a list of the insurance plans from your Practice Management Software.
• Use the dropdown menu in the middle column to match each plan with the corresponding plan in the Verification Service.
• In the right column, select your office's known network status with the benefits company.

4. Request Missing Plans:

• If no matching plan is available, let us know so we can request that plan. Note that some plans may not share any information.