How to Check the Eligibility Status of an Insurance Verification in Adit

How to Check the Eligibility Status of an Insurance Verification in Adit

Insurance verifications in Adit are primarily handled by the Adit team, but your practice team can easily check the real-time progress and status of each verification through the RCM module.

Where to Check Insurance Status

  1. Go to the left navigation menu in Adit and select RCM > Verifications.
  2. Use the date picker in the top-right to select the desired date range to filter the verifications by appointment date.
  3. The page displays a searchable and filterable table with the following key columns:          
  • Verification Status
  • Eligibility status
  • Details (Includes failure reasons, Next Steps, etc.

Eligibility Status Categories

The Eligibility Status indicates the current standing of a patient’s insurance policy. Below are the possible statuses and what they mean:

The patient’s insurance is valid and confirmed.
Associated Verification Statuses:

  • Verified (Adit): Successfully verified by Adit. (PDF available)

  • Verified (Practice User): Verified by your team. Staff initials are shown.

  • Hard Verified: Fully confirmed with all details manually.

  • Soft Verified: Verified via automation.

  • Soft Partially Verified: Some, but not all, data confirmed by automation.


The patient’s insurance policy is inactive or terminated and all these Termed patient’s appointments will fall under the Verification status “Soft Verify” and ”Hard Verified” based on the verification package.
Verification package
Statuses under this category:
  • Patient Termed : Patient terminated
  • Patient / Policy Inactive: Policy is no longer valid.

The eligibility could not be determined.

Associated Verification Statuses:

  • Not Verified: Appointment upcoming but not yet triggered.
  • Rejected (Adit): We couldn’t proceed because of missing or incomplete information.
  • Failed (Adit): The Adit team initiated verification but was unable to complete the process the reason will be displayed and may require action.
  • Failed (Practice User): A practice team member attempted verification but was unable to complete it the reason will be displayed along with their initials in parentheses.
  • Soft Verify Failed: Verification attempt initiated by software but failed
  • On Hold:  Adit was unable to perform this verification. Please review the Detail column for the reason and instructions on what to do next. You must take action by updating any
    missing information to initiate the verification.
  • Skipped: The verification process was intentionally skipped in certain cases, such  for in-house insurance policies or patients make direct cash payments.
  • In Progress: The Verification process has been initiated and is currently being handled through our automated system connections.
  • Open Status: The Case remains open and is pending manual review by the Adit team.
  • Expired: The scheduled appointment date has already passed and the verification process was not completed with in the required timeframe.
  • Canceled: Practice manually terminated the verification request.

Color Code Updates (New)
Verification status:
  • Soft Verified: Now shown in green (was previously blue).
  • Soft Partially Verified: Also updated to match green schema (was previously orange).
Eligibility status:
  • Termed: Introduced with its own color and status grouping.

External Help
For further details and UI walkthroughs, visit help.adit.com and search for “Eligibility Status of an Insurance Verification in Adit” under the RCM section.

Need Help?
If your practice is seeing unusual verification failures or policy mismatches, contact Adit Support via chat or open a ticket from within the platform.


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