How to Verify Insurance Benefits
Important: To verify insurance, the client's Insurance Details must be added to the Client Demographics.
Remember that the client's first and last name in TiQ must also match the name on their Insurance Member ID.
From the Navigation Bar, select Client iQ
Search for and select the client from the roster.
Navigate to Insurance Overview to open the drop-down
Select Insurance Verification
Select the + New next to the Insurance Verification Log
Enter the following:
1- Payer Name - the client’s Insurance Number and Payer ID will autofill after this selection
2- Select the Client’s Relationship to the Insured Party
3- Select Service Category from the dropdown.
4- Enter the First Date of Service - This date must be the present date or a date in the past.
5- The Provider NPI is filled with information from your company’s settings you must select the NPI number from the dropdown.
When completed, click Submit - This will load the Insurance Verification Result Page
From the Insurance Verification Page you can view:
- Health Benefit Plan Coverage - A list of deductible and plan maximums
- Mental Health Coverage Status
* Please Note: Each Payer will display information differently.
