How to Have PracticeDilly Verify Insurance Periodically With the Patients?

  1. Once you log in, select Preferences in the left panel, click on Insurance Verification Settings.

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  3. Turn ON Enable Verification

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  5. And then customize when you would like to send the insurance verification message to your patients. Let's say you want to send the verification message 7 days prior to their appointment. Enter 7 here.

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  7. Additionally, you can choose how often you want to send this message. If you would like to send the message once every 6 months, enter 6 here.

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  9. To see what the message to the patient is going to look like, click on Reference 1. This is the case when you have a patient's insurance on file.

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  11. Reference 2 shows the message when there is no insurance on file.

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