Insurance verification

If you see a notice that there’s a problem with the insurance as entered, it means that we may need to reach out to the insurance payer directly to obtain benefit details and eligibility.

Before proceeding: double-check that the date of birth, legal name, and member ID match exactly to the insurance records.

Common reasons insurance appears as unverified

• A typo appears in the insurance information entered
• The address field shows the insurance company's address instead of the individual on the plan's 
• The insurance company recently switched a detail of the plan, and the documentation provided reflects a slightly older version
• The insurance plan has been terminated/expired
• The plan is administered through Medicare or Medicaid

If still unverified, you can submit an inquiry by clicking "request a manual verification." 

Requesting a manual verification

If the price estimate looks off once our system has verified the benefits, you can request a manual verification.

If you're a client

Option 1

1. Navigate to your detailed benefits page
2. Review your benefits there
3. If something looks off, click “verify benefits” at the bottom of the page to be taken to our contact form
4. Click the drop down arrow under “I need help with...” 
   • Select the option that best fits what you're experiencing
     
5. Follow the prompts to request a manual verification

Option 2

1. Visit our contact form
2. Click the drop down arrow under “choose a topic” 
   • Select Billing & Insurance 
3. Click the drop down arrow under “I need help with...” 
   • Select the option that best fits what you're experiencing
     
4. Follow the prompts to request a manual verification

If you're a provider

There are two ways to do this: 

Option 1

1. Navigate to your client's billing tab
2. Review their benefits there
3. If something looks off:
   • Click "contact us" in the warning message above their insurance information, or 
   • Under "Pricing," click "Double-check these benefits"
4. Under "I need help with"
   • Select the option that best fits what you're experiencing
     
5. Select the client you're inquiring about from the drop down list
6. Confirm that the correct insurance information is listed 
7. Follow the prompts to request a manual verification

Option 2

1. Visit our contact form
2. Click the drop down arrow under “choose a topic” 
   • Select Billing and insurance
3. Under "I need help with"
   • Select the option that best fits what you're experiencing
     
4. Select the client you're inquiring about from the drop down list
5. Confirm that the correct insurance information is listed 
6. Follow the prompts to request a manual verification