Verifying insurance is an important step in delivering an outstanding patient experience!
The last thing you want is a patient to show up at your practice for their scheduled appointment, only to find out they are not eligible for an exam through their insurance. Even worse, if they cancel their appointment, you're left with an empty slot that is virtually impossible to fill!
Step 2: Click on “Log In”
Step 3: Log in as an "Eyecare Professional"
Step 4: Click on “Get Authorizations & Check Eligibility”
Step 5: Click on “Member Search”
Step 6: Search for the member using the primary account holder's information
- Option A: First Name, Last Name, DOB and Last 4 of SSN
- Option B: Full SSN (in Full ID Only Box)
- Option C: Unique Employer ID Number (in Full ID Only Box)
Step 7: Select the patient's name under "View Coverage Summary and Authorize"
Step 8: Check the "All Services" box, then click on "Authorize Benefits"
- Side Note: You can look up individual services by checking their respective boxes
Step 9: A full, printable summary of the patient’s eligible benefits will display.
You can then print it out, or save it as a PDF.