Insurance Verification

Weave’s Insurance Verification is meant to save hours and alleviate that pain for greater customer satisfaction, higher recommended treatment plan acceptance, and additional referrals in dental offices.

With accessibility in multiple areas of the desktop app, Weave Insurance Verification provides easy access to insurance information with verification responses returning within 10 seconds of the request.

With each successful verification, you'll see a first-of-its-kind eligibility report that allows for dynamic controls, filtering, and direct upload into your practice management system’s document center to avoid inaccurate data or missing information.

While our product is ever-evolving, accepting more clearinghouses, and always being improved, there are simply some payers that haven’t adopted the technology to allow us to electronically verify patient eligibility. If you’d like to see a complete list of supported insurance payers with our product, click here. 

You can also see how your practice management software will integrate with Weave Insurance Verification here. 

Resources to Get Going After Signup

Start the Insurance Verification Weave Training Camp Course

You can also see these articles:

Verify Dental Insurance Information

Understand Insurance Verification Statuses

Access Patient Eligibility Reports 

Optimize Your Practice Management System for Weave Insurance Verification

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.

Learn more about how insurance verification works:

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  Schedule in the desktop app
2. Click the Settings icon in the top right corner 
3. Toggle on Automatic Insurance Verification 
4. Use the 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:

1. Open the Weave desktop app
2. Use the 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. 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

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

• See the status of patient eligibility
• View a full report of their insurance information including benefits, patient procedure/claim history, maximums, deductibles, remaining coverage per calendar year, and other useful data

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

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:

1. 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
2. Self Pay: The transaction will not go through insurance because the patient paid out of pocket. This one will only appear if manually chosen. 
3. 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.
4. 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.
5. 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
6. 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. 

You can only access the eligibility report if the status of verification for the patient is Active.

Access the eligibility report:

Use the filtering and search functions within the eligibility report to quickly find information. Save a filtered view and have it write back directly back to your practice management system's document center.

Insurance eligibility reports are kept in Weave for 30 days. Once the 30 days have passed, the data will be removed from Weave to protect the security of your practice's data.

Weave has partnered with Vyne, a leading tech company in digital claims management and insurance verification. Not all payers are supported at this time, but we are continuing to work with our partners to add more to our network. For a list of all supported payers, click here.

Below is the most commonly used payers that are supported through Vyne and the eligibility report data they return:

See how your practice management system integrates with Weave Insurance Verification before you dive in to the product.

✅ Currently Supported 

❌ Not supported 

🛠 Under construction - Coming soon