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How to Run Your First Insurance Check Phone Call

Sho Sugihara
Sho Sugihara

In this video, I walk you through how to conduct your first phone call for insurance checks. I explain the importance of setting up your check settings and creating a template that allows for both portal and phone call checks. You'll learn how to add a new patient and select the appropriate template to get the most accurate results.

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Automation & Technology
Insurance Verification

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If you're a patient seeking clarity on the cost of care, a provider looking to automate practice admin and offer transparent billing, or looking to see how your rates compare with peers, we're here to help.
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