By Workflow

Insurance Verification Forms

Collect and verify insurance details before every visit

Insurance verification is one of the most time-consuming and error-prone administrative tasks in healthcare. Manual insurance collection using paper forms leads to transcription errors, illegible handwriting, and missing information — all of which result in claim denials and delayed payments. Formisoft digitizes the entire insurance verification workflow, from initial information capture to card image upload to real-time validation.

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When a patient completes their insurance forms through Formisoft, the system captures structured data including payer name, policy number, group number, subscriber information, and secondary insurance details. Patients upload photos of their insurance card (front and back) directly within the form, eliminating the need for front desk staff to photocopy cards. The data is validated in real time to catch common formatting errors before submission, such as incorrect policy number lengths or missing required fields.

For practices that see a high volume of insured patients, this workflow integrates with your existing verification processes. Staff receive a clean, structured summary of each patient's insurance information that's ready for eligibility checking. When insurance details change between visits, returning patients are prompted to update their information, ensuring your records are always current. Practices using Formisoft for insurance collection report significantly fewer claim denials related to demographic and insurance data errors.

How it works

Step 1 of 4

Insurance forms sent to patient

Patients receive digital insurance forms as part of their intake sequence or as a standalone verification request

Step 2 of 4

Patient submits insurance details

Structured fields capture payer, policy, group, and subscriber information with real-time validation

Step 3 of 4

Card images uploaded

Patients photograph and upload front and back of their insurance card directly in the form

Step 4 of 4

Staff verifies eligibility

Clean structured data and card images are ready for staff to run eligibility checks

Key features

Everything you need for insurance verification forms, built into the platform.

Structured Insurance Fields

Dedicated fields for payer, policy number, group number, and subscriber relationship ensure clean, consistent data capture.

Insurance Card Photo Upload

Patients capture and upload front and back card images from their phone or tablet, eliminating photocopying.

Real-Time Field Validation

Common formatting errors like incorrect policy number lengths or missing group numbers are caught before submission.

Secondary Insurance Support

Collect primary and secondary insurance information in a single form with clear, guided entry for each payer.

Change Detection for Returning Patients

Returning patients are prompted to confirm or update their insurance, catching policy changes between visits.

Staff Verification Dashboard

All submitted insurance information is organized in a dashboard view for staff to review and process efficiently.

Expected results

45%

Fewer claim denials

8 min

Saved per insurance check

99%

Data accuracy rate

Ideal for

Multi-payer practices

Urgent care centers

Specialty practices

Billing departments

Revenue cycle teams

Recommended templates

Start with a pre-built template and customize it for your practice.

Insurance Verification New Patient Intake Patient Demographics Financial Agreement Good Faith Estimate

Frequently asked questions

Can patients upload photos of their insurance cards?

Yes. Formisoft's insurance forms include a built-in photo capture feature that lets patients photograph the front and back of their insurance card directly from their phone or tablet. The images are stored securely alongside the structured insurance data for easy staff review.

How does this reduce claim denials?

Claim denials often result from incorrect or incomplete insurance information — wrong policy numbers, misspelled subscriber names, or outdated coverage. Formisoft's structured fields with real-time validation catch these errors at the point of collection, and returning patients are prompted to verify their current coverage before each visit.

Does the system support patients with multiple insurance plans?

Yes. Formisoft's insurance forms support primary and secondary (and tertiary) insurance collection. Each payer section includes all required fields with clear labeling, and the form guides patients through the process of entering multiple plans with correct coordination of benefits information.

Can insurance forms be sent separately from other intake forms?

Absolutely. While insurance collection is often part of a larger intake sequence, you can send standalone insurance verification forms to existing patients who need to update their coverage. This is useful for annual insurance changes, mid-year plan switches, or when a patient's eligibility needs re-verification.

Workflow

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Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.