You can use a guided flow to initiate a manual or electronic benefits verification
request, generate patients’ benefits packages, and furnish a concise summary of the benefits
related to the medications prescribed within a care program.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud
Manual Verification Request
With manual verification request, you can connect directly with payors to get the patient's
benefits details and manually record the coverage details in the benefits summary
section.
Electronic Verification Request
With electronic verification request, the data exchange is automated with third-party
clearing houses which then further connect with payors to find out the patient's pharmacy
benefit details. The coverage response received in an electronic verification request gets
updated in the benefits summary section. You can edit the responses, if necessary. You can
also initiate an electronic verification of an existing manual request.
To validate the insurance coverage and determine the coverage summary for each drug that’s
prescribed to the patient under a care program, go to any care program enrollee record page
and click Pharmacy Benefits Verification. The page contains a panel
that lists the member plans associated with the patient. If the patient is associated with
more than one member plan, you can connect with the patient to get details about the member
plan that's considered for benefits verification. Depending on the type of verification you
want to carry out for the patient, you can verify the coverage benefits against any member
plan by clicking the New Electronic Request or New Manual Request buttons.
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