Are you spending a lot of time following up on getting insurance information from patients?
You can now enable a new step in your campaign to automatically request and store this information.
To add this, go to your desired campaign. We would suggest adding this to your New Patient Campaign.
Create a template. You can use whatever verbiage you would like, but here is a suggested copy to use:
Once you create your template, add a new step. Ensure the "Action" drop-down is set to "Request Insurance".
When patients respond with their images, you will see submissions under Mission Control>Insurance Verifications. From there, you can edit/approve/deny submissions (depending on image quality you may need to edit the fields in Aloha).
Approved insurance will also be stored under the contact profile.
