The basic information you should have in the record are patient’s name, and date of birth, the name of the person who is the primary insured (commonly the mother’s or father’s name if your patient is a child), social security number, the name and contact information of the insurance provider, and the patient’s insurance ID and group number. [1] X Research source If you do not have the information required by the insurance company, and if this information is not accurate, you may not be able to verify the patient’s insurance. Many factors regarding insurance coverage can change over a short period of time. Things like birth or adoption of a child, marriage, divorce can affect coverage.
If there are certain services your patient requires that are not covered by his insurance, make sure the patient understands this.
Also be sure to verify whether or not the amount has already been met from other visits (perhaps with other doctors).
If you are missing information, you can request the missing information from your doctor.
