Verifying Insurances

This course will walk you through the steps to verify insurances.

1. Go to the respective insurance company’s portal.
   1. You can find this on the Admin Guide with a list of all of our in network insurances.
      1. The Indiana Medicaid Portal is the only one you will have your own login for, for the others use the username and password listed.
      2. Sign in with the credentials listed.
2. Look up the client’s insurance policy with their member ID and DOB/First and Last Name (whatever the portal asks for).
3. Select the client’s election of benefits, if necessary.
4. Verify they have coverage for our services (look for psychotherapy, mental health, behavioral health, office or outpatient).
5. Save the Explanation Of Benefits to index into their chart later.
6. In the client’s chart under the Insurance Information tab, enter the insurance’s member ID, Group Number, start date (if available), copay (if available), co-insurance (if applicable) and deductible (if available) and hit Save.
   1. If the client has a secondary or tertiary insurance, be sure to select the correct option from the “insurance sequence” drop down.