Get Started with Weave Insurance Verification by clicking Subscriptions in the Weave Portal menu.
You must have the user role of Admin to sign up for Weave Insurance Verification.
The Insurance Status on each schedule row indicates the current status of that patient's insurance eligibility. Click on the status to manually change it or view more information of the following values:
Active: The patient's carrier has legitimized and authenticated their insurance plan & benefits, and you can view the eligibility report by clicking on the dropdown arrow and clicking View Report. You can manually choose Active. Weave will also mark insurance verifications as Active.
- If you have a compatible integration, Weave will ask you if you’d like to update the patient’s insurance information in your management system following a successful verification attempt to clean up outdated data
- Self Pay: The transaction will not go through insurance because the patient paid out of pocket. This one will only appear if manually chosen.
- Inactive: The patient's insurance carrier has returned a response that indicates the patient is no longer covered on that particular plan. If the patient indeed does have active coverage, you should proceed with on-the-spot verification by clicking the dropdown arrow next to the value and clicking Retry. You can manually choose Inactive. Weave will also mark insurance verifications as Inactive.
- Failed: The attempt to verify insurance for that patient has failed. You can see the specific issue by clicking the dropdown arrow and clicking View Error Details. Most of the failure states you’ll encounter with Weave Insurance Verification are due to a specific payer not yet being supported with our product. If you’d like to see which payers are supported, please click here.
- Investigate: Weave would like you to investigate the attempt to either correct some outdated information or re-issue the request for verification. Sometimes it means that Weave stopped the verification attempt preemptively because some necessary data is missing from the patient’s chart, such as their member ID, their date of birth, or their plan name. It can also mean that an attempt was performed, and we deemed the subsequent failure fixable with a quick investigation to correct outdated information. Clicking on the dropdown arrow next to this value and clicking View Details will show you what needs to be corrected for the verification attempt to work
- Unknown: This one will only appear if manually chosen. You may mark something unknown if you know there is more information that needs to be gathered for the insurance from the payer or the patient.
If you do manually change the status, you may want to enter a note in the Add New Note section. Type your note and select Save.
After an update is made, the name of the staff member and the time changed will be added to the insurance information. If insurance information changes or an on-the-spot verification is triggered, the manual status will change to match the new outcome.
If you see another status value, such as Verify, the automatic attempt to verify insurance was not performed. Click the link to be redirected to the on-the-spot verification form.