Cut the complication and save time with Weave Insurance Verification. All the correct information appears quickly and efficiently within the desktop app, so you can spend more time taking care of patients for greater customer satisfaction, higher recommended treatment plan acceptance, and additional referrals.

Get Started with Weave Insurance Verification by clicking Subscriptions in the Weave Portal menu.

Learn More and Sign Up

You must have the user role of Super Admin to sign up for Weave Insurance Verification. See your role. Insurance Verification is only available for U.S. customers.

Learn more about how insurance verification works:

Automatic Verification

The availability of this feature is dependent on your practice management software. You must have WeavePlus. See how your software integrates with Automatic Verification

Weave Insurance Verification will attempt to verify insurance automatically for every patient on the schedule approximately 24 hours before their scheduled appointment time. See how to optimize your practice management system to work best with Weave Insurance Verification.

Turn on Automatic Verification

  1. Select Blue_Schedule.svg Schedule in the desktop app
  2. Click the Settings.svg Settings icon in the top right corner 
  3. TOGGLEGIF-(2)_1.gifToggle on Automatic Insurance Verification 
  4. Use the Carrot_Down.svg dropdown to select how many days in advance automatic verification should take place before each appointment

These settings will automatically save. 

On-the-spot Verification

Weave's on-the-spot verification is available to most offices whether they have a compatible management integration** or not. Here's how to begin verifying insurance eligibility quickly:

Legacy Desktop App Weave App (beta)
  1. Open the Weave desktop app
  2. Use the Search.svg Search Bar to find the patient whose insurance needs verification
  3. Click on the patient's profile
  4. Select the Verify button
    Tip: You can also select Verify on the schedule page below the patient’s name.
  5. Fill out the insurance information including:
    • For those without a compatible management system integration:
      • Company/Payer Name
      • Member ID 
      • Patient First & Last Name
    •  For those with a compatible management system integration:
      • Search by the patient's employer or Group ID

        Note: When using the additional search bar with a compatible PMS integration, Weave will attempt to pull in Employer Insurance Groups or Employer Plans as synced from your management system. You may search in this bar by the Employer Name or the Group ID. This will auto-fill as many fields on the form as possible to save you time. Screen_Shot_2022-06-23_at_12.55.45_PM.png Refresh the list of plans and employers from your PMS in real-time for accurate search results.

      • Fill out the Company/Payer Name
      • Member ID
      • Insurance Payer

        Tip: See this list of supported payers with Weave Insurance Verification

      • Group Name 
      • Member ID
      • Patient First & Last Name
      • Patient DOB
      • NPI Selector 
      • Tax ID
  6. Select Verify once the required fields are completed
  1. Within the Weave app, find the contact profile either by clicking on the Calendar.svg Schedule or searching at the top of the page
  2. Make sure the Overview tab is open within the contact profile
  3. Within the Insurance tile, click Verify
  4. Fill out the insurance information, including:
    • Without a compatible integration:
      • Company/Payer Name
      • Member ID
      • Patient First & Last Name
    • With a compatible integration:
      • Search by the patient's employer or Group ID
      • Fill out the Company/Payer Name
      • Member ID
      • Insurance Payer
      • Group Name
      • Member ID
      • Patient First & Last Name
      • Patient DOB
      • NPI Selector
      • Tax ID
  5. Click Verify

See the reason a verification may have failed in the contact profile under Insurance.

Note: If you are having issues with the member ID, try using their social security number in the member ID field and the member ID in the social security number field. If this doesn't solve the problem, you'll need to contact their insurance.

Once Weave verifies patient insurance, you'll be able to:

See most commonly used supported insurance payers 

** See a list of compatible integrations for auto-syncing insurance information from the management system into Weave. For Weave to write the updated insurance information into your management system post-verification, the compatible integration is OpenDental

Troubleshooting Tips

If an error occurs during on-the-spot verification, you will be notified after clicking “Verify”.

If you are having issues with the member ID, try using their social security number in the member ID field and the member ID in the social security number field. If this doesn't solve the problem, you'll need to contact their insurance.

Usually, errors are related to missing or incorrect data used for verification. If the error says that a payer “isn’t responding” or “can’t communicate right now”, please try again in a few minutes to verify that patient’s insurance. Sometimes payer systems can take a minute to respond to requests for verification, but we’ve had success in trying again after a minute or two.

We are actively monitoring each of the requests sent with Verify to quickly address any issues with connectivity as they come up. We are also actively working with Vyne, our partner with Verify, on making this experience as seamless as possible over the coming months.

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