In TiQ, you can run insurance verifications for clients. This information is pulled directly from the clearinghouse, which gets it from the insurance payer.

When you run a verification of benefits (VoB) for a client, the Copay, Coinsurance, and Deductible details returned by the payer will automatically populate in their corresponding fields under the Financial & Insurance Info tab in the client’s profile—as long as those fields are not locked.

IMPORTANT: To verify insurance benefits, make sure the client’s Insurance Details are entered in the Financial & Insurance info tab within the client profile. The insurance information in TiQ must match the details in the client’s actual insurance plan.

From the client profile, navigate to the Insurance Overview section.

‍From there, select  Insurance Verification‍‍

Select the + New button to start a new verification of benefits.

You’ll need to enter the following information:

1. Payer Name - the client’s Insurance Number and Payer ID will autofill after this selection
2. Client’s Relationship to Insurance. 
3. Service Category from the dropdown.
4. First Date of Service - This date must be the present date or a date in the past.
5. Provider NPI

If the client’s profile and your practice information are complete, most of this information will already be filled in—you’ll just need to confirm it.

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 that each payer will display information differently.

IMPORTANT: All verifications must be run manually the first time. After that, TiQ will automatically run a new verification every 28–31 days (depending on the month) as long as the client has at least one upcoming appointment scheduled.

If there are no future appointments, the system will pause the automatic verification until a new one is added.