Insurance Verification
Capture and verify insurance before the visit
Insurance verification delays are one of the biggest bottlenecks in practice operations. This workflow uses Formisoft forms to capture the patient's insurance card (front and back photos), member ID, group number, carrier name, and subscriber information before the appointment. The patient record is auto-created with all insurance data attached, giving your billing team everything they need to verify eligibility and flag issues before the patient walks in.
How it works — 4 steps
Insurance form is sent to the patient
A focused insurance verification form is sent via email or shared as a link. It collects only the fields your billing team needs.
Patient uploads insurance card photos
Front and back of the insurance card are captured as photo uploads. Member ID, group number, and carrier are collected as text fields.
Patient record is auto-created
Formisoft creates a patient record with all insurance information and card images attached. No manual data entry required.
Staff verifies and flags issues
Your billing team reviews the submission, verifies eligibility with the carrier, and flags any issues — all before the appointment date.
Features used in this workflow
Expected results
Ideal for
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