Detailed checklist in progress.
This page is a placeholder while we write up the full version. The short version: a real verification covers far more than “is the patient eligible.” It covers the annual maximum and how much of it has been used, the deductible and whether it’s met, frequency limitations on diagnostic and preventive codes, missing tooth clauses, replacement clauses, downgrades, waiting periods on major work, and out-of-network reimbursement rates.
The full checklist will break those out by PPO, HMO, and Medicaid, with notes on what to ask the payer rep when the portal data is incomplete.
In the meantime, see insurance verification or schedule a 30-minute call.