On the Formisoft platform
Part of Collect — Patient intake: digital, complete, before the visit
Collect capability · Pro plan
Insurance Verification
Verify coverage automatically before the visit — inside your patient flows
Real-time eligibility checks inside Formisoft Flow — verified or failed on the chart before check-in.
How it works
Collect insurance during intake
Patients enter carrier, member ID, group number, and card photos through your intake form. Data maps to the patient chart automatically — no re-typing at the front desk.
Flow triggers when insurance is added
Turn on the Insurance Verification playbook or add a Verify insurance step to any flow. Common trigger: Insurance needs verification — fires when new coverage lands on the chart.
Real-time eligibility check runs
Formisoft checks coverage with the payer using your practice NPI and the patient's member ID and date of birth. Results return in seconds, not hours on hold with a payer.
Chart updates with coverage status
The patient record shows verified, failed, or pending. Staff see plan name and copay or deductible details when returned. Every check is logged for your team.
Automate what happens next
Branch flows on insurance status: notify billing when verification fails, tag the patient for follow-up, or continue sending intake reminders only when coverage is confirmed.
More in Collect
Other tools that work with Insurance Verification in the same step.
Patient Management
Automatic patient records from every form submission
Learn about Patient ManagementE-Signatures
Electronic signatures with complete forensic audit trails
Learn about E-SignaturesCustom Patient Fields
Optional chart fields, sync from intake forms when you need them
Learn about Custom Patient FieldsScored Assessments
Auto-score PHQ-9, GAD-7, and custom clinical questionnaires
Learn about Scored AssessmentsOnline Payments
Collect payments directly through your intake forms
Learn about Online Payments
Part of Collect on the platform
Built for real practices
What practices get with insurance verification, included from day one.
Built into Formisoft Flow
Verify insurance is a flow step — same visual builder as SMS reminders, review requests, and staff alerts. No separate eligibility tool to log into.
Real-time payer response
Checks run when your automation fires, not overnight in a batch. Billing knows coverage status before the patient arrives for today's appointments.
Results on the patient chart
Status, timestamp, and benefit summary live on the patient record. Staff review verified vs failed without exporting to spreadsheets.
Branch on insurance status
Use If / else steps on insurance status — verified, failed, pending, or unknown — to route staff alerts, tags, and patient messages automatically.
FAQ
How does insurance verification work in Formisoft?
When insurance information is collected on intake or updated on the patient chart, a Formisoft Flow can run a Verify insurance step. Formisoft sends a real-time eligibility request using your practice NPI and the patient's member ID and date of birth. The payer response updates insurance status on the patient record — verified, failed, or pending — and your flows can branch on that status.
What do I need set up before verification runs?
Your practice NPI in Settings → Practice, a Pro plan subscription, and patient insurance fields on file: carrier name, member ID, date of birth, and patient name. Optional: map common carrier names to payer IDs in practice settings for faster matching.
Is this the same as collecting insurance card photos?
No — card capture is intake. Verification is an eligibility check with the payer that confirms active coverage and can return plan name, copay, and deductible details. Most practices collect cards on intake, then let a flow verify coverage automatically.
What happens when verification fails?
The patient record is marked failed and your flow can notify billing by email, add a tag like needs-insurance-review, or send the patient a message to update their card. You control the follow-up in the flow builder.
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