Insurance Verification

Insurance verified before the patient sits down

Unverified benefits are where production leaks. A dedicated 10X verification specialist works your schedule ahead of time, completes the breakdown, and documents it where your team will actually see it — so case presentation happens with real numbers instead of estimates.

  • Eligibility and full benefits breakdowns completed ahead of the appointment
  • Documented in your practice management software, in your format
  • Escalation rules for plans that need a live payer call
  • Daily accountability and quality scoring on completed verifications

Why verification is the highest-leverage remote role

Verification is repetitive, time-boxed, and completely portable — which makes it the ideal first remote seat. It is also the work that gets dropped first when the front desk is busy, and the drop is expensive: surprise balances, rewritten treatment plans, write-offs, and patients who lose trust in the numbers you quoted.

Moving verification to a dedicated remote specialist means it stops competing with the phone and the patient standing at the desk.

What gets verified

Scope is defined with your team so the breakdown matches how your practice presents treatment.

  • Active coverage, effective dates, and plan type confirmation
  • Annual maximum, remaining benefits, and deductible status
  • Frequencies and limitations on preventive, basic, and major categories
  • Waiting periods, downgrades, and missing tooth clauses
  • Coordination of benefits for dual coverage
  • Documentation written into the patient record in your standard format

How the workflow runs

The specialist works a rolling window ahead of your schedule — typically several business days out — clearing new appointments as they are booked and re-checking anything that changed. Same-day adds are handled through an agreed priority rule so nothing sits unverified.

Anything that cannot be resolved through a payer portal is escalated to a live call, and anything that cannot be resolved at all is flagged to your team with what is missing, before the patient arrives.

Accountability you can see

Completion rates, turnaround time, and exception volume are reported back to you. Calls placed to payers are recorded and scored with the same AI Quality Score Rating used across every 10X seat, and human coaches review the outliers.

Frequently asked questions

How far in advance are appointments verified?
We set a rolling window with your team — commonly several business days ahead — plus a same-day rule for last-minute additions.
Where is the breakdown documented?
Directly in your practice management software, in the format your team already reads, so nobody has to check a second system.
Can one person cover verification for multiple locations?
Often yes, depending on volume. For multi-location groups we scope seats to appointment volume and payer mix rather than to location count.
Do you handle payer phone calls, not just portals?
Yes. Portal-first for speed, live payer calls when the plan requires it or the portal detail is incomplete.

Build the remote team that runs your front office

Tell us what you need covered. We design the role, recruit for it, train to your workflows, and manage performance from day one.