Insurance Verification Form

Verifying a patient's benefits allows you to determine exactly what is covered by the payer for that patient. The Kipu EMR contains a customizable Insurance Verification form enabling you to document what is covered and what isn't. This form can be completed at any stage in the patient admission process. 

This form can be used instead of the instant VOBGetter Verification service when the VOBGetter cannot verify patient eligibility and benefits automatically.

Complete the Insurance Verification Form

Let's review the Insurance Verification form on the patient chart. 

1. From the patient's Information tab, scroll to the Insurance section. 
2. Click the Insurance Verification button.
3. The top of the form contains patient demographic information and subscriber information. 
4. The benefit coordinator can enter their name and select date/time of form completion.
   • Note: Only Users with the Admin role will show up in the Initial Coordinator auto-complete and only Super Admins or Record Admins will be able to use the auto-complete drop-down to select a user. Any other user will only be able to free-type in a name for the initial coordinator. 
5. Next, enter the available plan information.
6. Enter the benefits information for each of the available categories.
7. Complete the Yes/No questions (if added to the form).
8. Complete the insurance company details.
9. Click Update to save. 

Customize the Insurance Verification Form

Super Admins can update the standard Insurance Verification form to better align with the treatment your organization provides.

Insurance Benefits

You can determine which Insurance Benefits sections you'd like to include in your verification form and include the related Levels of Care for those sections, let's review.

1. Click on your initials and select Settings. 
2. From the Patients tab, scroll to the Insurance Benefits sections.
3. You can see here that this section correlates to the available options in the Insurance Verification form.
4. To add a new section for benefit verification, click Add Item.
5. Check the Enabled box and enter the Benefit name.
6. For Copay/Ded, enter Benefits. 
7. Use the Level of Care checkboxes to indicate which levels of care this benefit can be verified for.
8. These appear as checkboxes within each benefit section. If you need to add additional Levels of Care, follow these instructions. 
9. Click Update to save. 

Adding Yes/No Questions

Add Yes/No questions to the verification form.

1. Click on your initials and select Settings. 
2. From the Patients tab, scroll to the Insurance Verification section.
3. Click Add item to enter a new Yes/No question. 
4. Type in the new question.
   
5. Click Update to save. 

Report on Insurance Verification Details

Super Admins and users with the Manage Reports feature added to their profile can create Clinical reports that include data fields from the Insurance Verification form. Click here for instructions.