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Insurance Verifications on Stratus 101

Learn the basics of insurance verification using the Stratus platform.

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Written by Cairo Murphy
Updated over 8 months ago

With Stratus, dental practices can automate gathering their insurance verification with AI powered workflows. This article will walk you through the various details of a patient verification.

What types of verifications can Stratus do?

Users have the option to perform either a basic or full breakdown, with varying levels of customization.

  1. Basic verification: Standardized form to return the most common dental information:

    1. Patient Information

    2. Subscriber Information

    3. Insurance Information

    4. Provider Information

    5. Policy Information

    6. Coverage Information

  2. Full Breakdown:

    1. This form can be customized to return as many dental codes as you need. To learn more about custom breakdown forms, please reach out to [email protected]

How do I submit an insurance verification?

Verifications can be manually submitted with the click of a button.


Go to Dashboard Patients Find the patient you want to verify Select Basic or Breakdown (we recommend first time patients submit the full breakdown).

How can I check my patient's insurance eligibility?

Once a patient's insurance has been checked, you can view their eligibility status by navigating to Dashboard Verification Status. From here, you can see the different status returned by the insurance providers:

Eligibility Status

Description

Active

This plan is current and ready to use.

Inactive

This plan is not active and cannot be used.

Not Covered

This patient is not covered by the plan referenced.

Unknown

No insurance information or status was returned.

Terminated

This patient's plan was terminated by the group.

Expired

This patient's plan has lapsed or is no longer active.

Where can I see the patients in my verification queue?

To view the verification status of a patient, go to Dashboard Verification Status. There are multiple states a verification can be in:

  1. Completed

  2. Action Required


  3. 
Failed


  4. Queued


Verification Status

Description

Completed

This plan had information successfully returned. This status does not guarantee an Active plan.

Action Required

This verification ran into an error that needs to be resolved.

Failed

This patient could not be verified.

Queued

This plan is pending verification.

There are also two different states for 'Completed',

  1. Completion status with a half circle:

This means that a basic verification was requested and completed.

2. Completion status with a full circle:

This means that a full breakdown was requested and completed.

How long does each verification take?

Basic verifications will be returned in 2 minutes or less.

To ensure proper handling of full breakdowns, these should be submitted 48 hours in advance.

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