Medical Insurance Verification User Guide: How to Verify Medical Insurance on Salesforce

  • Log in to your Salesforce Org.
  • Click on the Account Tab.
Cloud Services - 1-12

3. Create a  new record or go to existing record

4. Click on Lightning Action Button Verify Medical Insurance.

Cloud Services - Screenshot-2020-06-15-at-11.14.48-AM-1024x561

6. You can see all the Fields are populated Automatically from Account.

7. Select Payer Name from the Search bar.

Cloud Services - Screenshot-2020-06-15-at-11.20.35-AM-1024x560

8. From the Drop down shown in the Figure Select the Insurance type whether it is Primary, Secondary or Tertiary.

Cloud Services - Screenshot-2020-06-15-at-11.27.35-AM-1024x563

10. Click Submit.

Congratulations! You have successfully Verified Eligibility of the Applicant.

Let’s Verify all the Data.

11. Click on the Medical Insurance Detail Tab on the Record.

Cloud Services - Screenshot-2020-06-15-at-12.32.18-PM-1024x563

 

Scroll down in Insurance Benefit Detail tab and you will be able to see all the related sections like – 

    • Deductibles.
    • Out of Pocket.
    • Co-Insurance.
    • Service Type.
Cloud Services - Screenshot-2020-06-15-at-12.58.46-PM-1024x562

 

For more information of the service type click on the service type tab.

    • Click on the service type on which you want information.
Cloud Services - Screenshot-2020-06-15-at-1.03.25-PM-1024x562

11. You will be directed to Coverage Benefit Item Detail of the Record.

Cloud Services - Screenshot-2020-06-15-at-2.52.36-PM-1024x565

Note : You can also change the Insurance type from Primary to Secondary/Tertiary based upon your requirements.

  • Click on the Update Insurance Type and Select one of the options.
Cloud Services - Screenshot-2020-06-15-at-2.56.57-PM-1024x563
Thanks for Choosing Cloud Maven, Inc. as your trusted partner. For any queries or concerns please feel free to write to us at support@cloudmaveninc.com .