Insurance Verification Form

The Insurance Verification Form is a focused template designed to collect all the information needed to verify a patient's insurance coverage before their visit. It captures the insurance provider, policy/member ID, group number, subscriber name and relationship to patient, and photos of both the front and back of the insurance card.

Pre-visit insurance verification is one of the most impactful operational improvements a practice can make. Verifying eligibility and benefits before the appointment reduces claim denials, prevents surprise bills for patients, and ensures the practice collects appropriate copays and deductibles at the time of service. This form enables front-office staff to complete verification before the patient arrives.

The card photo upload feature eliminates the need for patients to present physical cards at check-in and provides a clear reference for billing staff. The form also captures secondary insurance information when applicable and workers' compensation or auto insurance details for injury-related visits. This template can be sent standalone or combined with any intake form.