Insurance Verification Made Easy: FlexVerification

Insurance verification is a process that can make or break a dental practice’s efficiency. Endless paperwork, phone calls and outdated information waste valuable time that could be better spent focusing on patient care. That’s where Flex Dental Solutions and FlexVerification come in. Built to transform the way your practice handles insurance, these tools automate the process and eliminate headaches for your practice.

Here’s how:

Automated Efficiency: Let Technology Do the Heavy Lifting

Imagine a world where insurance checks run themselves. With FlexVerification, that’s exactly what you get:

• Automatic Eligibility Checks: Every scheduled appointment is matched with insurance eligibility automatically.
• On-Demand Verification: Need to check coverage on the spot? One click and it’s done.
• Seamless Open Dental Integration: Flex marks the patient's eligibility and benefits based on the last verified dates in Open Dental for a fluid workflow. 

No more jumping between software. FlexVerification handles it behind the scenes, so your team can keep moving.

Real-Time Accuracy: Stay Ahead of Surprises

Outdated insurance information is a liability. FlexVerification always keeps you in the loop:

• Live Updates on Coverage & Benefits: Know what’s covered, what’s not, and where the limits are.
• Instant Alerts for Issues: Get notified of expired coverage, mismatched patient info, or discrepancies before they become problems.

Patient-Specific Details: Easily review coverage details, history and benefit limitations, and more, right within the patient’s file with an easy to read PDF. 

Set Up for Success: The Key to Smooth Verification

FlexVerification is powerful, but like any smart tool, it works best with the right setup. Here’s what you need to get reliable results:

Accurate Provider Information in Open Dental

FlexVerification relies on precise provider data, because insurance companies do as well.

To verify coverage, Open Dental must include the provider’s full name and NPI number, exactly as they appear with the insurance carrier (usually the same details used when submitting claims). No extra setup is required in Flex, just make sure your provider information is current in Open Dental.

How to Check:

In Open Dental, go to Lists > Providers, then double-click the provider you’re verifying with. Confirm that the First Name, Last Name, and National Provider ID fields are accurate.

With the right info, Flex takes care of the rest.

Accurate Insurance Plan Information in Open Dental

Flex doesn’t require a fully completed insurance plan, only the key pieces are needed for verification. As long as the essential details are in place, FlexVerification will take it from there.

What your practice will need:

• Subscriber First & Last Name
• Subscriber Date of Birth
• Patient First & Last Name (if not the subscriber)
• Patient Date of Birth (if not the subscriber)
• Relationship to Subscriber (self, dependent, spouse, etc.)
• Subscriber ID
• Insurance Carrier Name
• Electronic ID

We find this information is easily collected during the patient's initial call, when scheduling online through FlexSchedule. Patients also need to fill out forms or present their card to finalize remaining details. Once added to the patient’s insurance file in Open Dental, Flex takes over and automates the verification process.

Improved Productivity: Work Smarter, Not Harder

Manual insurance verification is time-consuming and prone to error. FlexVerification frees your team to focus on what matters most.

• Slash Administrative Time: Automation reduces repetitive tasks and paperwork.
• Put Patients First: Your team spends less time on hold and more time delivering care.
• Drive Profitability: Faster insurance details for the staff and your patients, less time spent on the phone, better use of staff time = a healthier bottom line. 

Maximize Your Data: Make Every Detail Count

FlexVerification goes beyond the basics. It pulls comprehensive, up-to-date data directly from online insurance portals and clearinghouses, including:

• Patient History
• Alternate Benefit Provisions
• Waiting Periods
• Frequency Limitations
• COB Rules

Use the built-in Insurance Verification Report to filter by status, patient name, or date, keeping your workflow tight and efficient.

Speed + Accuracy: The Perfect Combo

With FlexVerification, insurance headaches become a thing of the past:

• Scheduled appointment eligibility checks happen automatically.
• Run on-demand eligibility any time!
• Eligibility and benefit dates are automatically updated in Open Dental.
• PDF documents are imported directly into Open Dental images so they are organized, archived, and accessible when you need them.

Say Goodbye to the Verification Obstacles

If your team is still sorting through faxes, sitting on hold, or digging through outdated insurance cards, it’s time for a better way. Flex Dental Solutions + FlexVerification can turn one of the most tedious parts of running a dental office into a simpler, automated process that works.

Ready to automate your insurance verification? Flex is ready to do the lifting.

Your team will love the time saved. Your patients will love the attentive care. 

Flex Dental Solutions empowers your practice with patient engagement software solutions that foster stronger patient relationships with minimal effort. By automating reminders, personalizing communication, and streamlining workflows, Flex helps practices improve revenue cycle management for dental offices while maintaining a high level of patient care. Keep your office running smoothly and strengthen patient connections with one of the best patient engagement software solutions available today.

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