How to Check the Eligibility Status of an Insurance Verification in Adit
Insurance verifications in Adit are primarily handled by the Adit RCM team. However, your practice team has full visibility into the real-time progress, outcomes, and eligibility status of every verification through the RCM module.
This article explains where to check verification status, how to read each dashboard, and what each dashboard card, status, and action means.
Once onboarding is complete, you will be redirected to the Insurance Verification Dashboard within the RCM module. Regardless of your package, you will have visibility into three dashboards:
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EDI ONLY Basic Verification Eligibility checks performed via automated EDI. |
EDI + MANUAL Advanced Verification Includes manual review in addition to EDI. |
ADD-ON Same-Day Verification 60-minute SLA on eligibility results. |
Each dashboard provides display cards, detailed appointment-level data, and actionable controls.
Basic Verification Dashboard
The Basic Verification Dashboard displays eligibility checks performed via automated EDI-based verification.
Dashboard Card Definitions
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Total Appointments Total number of appointments included in the selected date range. • Scheduled Appointments: Upcoming and eligible for insurance verification • Skipped Appointments: Excluded due to Cash patient or In-House insurance selection |
Successful Verifications Appointments where insurance verification is completed successfully. • Active Insurance: Patient’s insurance is active • Termed Insurance: Patient’s insurance is no longer active |
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Failed Verifications Appointments where verification could not be completed due to data or payer-related issues. • Incorrect Data: Missing or incorrect patient or insurance information • Other Failure Reasons: Payer responses, system issues, or unsupported insurance logic |
Expired Verifications Appointments that passed the appointment date without a completed verification. • Cancelled by User: Verifications manually cancelled by the practice or support team |
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Basic Overage Cost Charges incurred for Basic verifications beyond the included transaction limit. • Total Transactions: Total number of verification requests processed in the selected date range • Paid Transactions: Verification transactions that resulted in a billable charge |
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Filters & Date Selection
You can refine results using:
- Date Range: Filters verification data based on the selected time period
- Trigger Date: The date the insurance verification was initiated by the system
- Appointment Date: The scheduled date of the patient’s appointment in the EHR
- Verification Status: Filters records by the current state of the verification (In Queue, In Progress, Verified, Failed, Skipped, Expired)
Appointment-Level Details
Each row includes the following information:
- Patient Name: Name of the patient associated with the insurance verification
- Appointment Date: The date on which the patient is scheduled to receive care
- Trigger Date: The date the verification request was triggered for the appointment
- Insurance Provider: The payer or insurance carrier associated with the patient’s policy
- Verification Status: The current lifecycle state of the verification request
- Insurance Status: Indicates whether the insurance is Active, Termed, or Unknown at the time of verification
- Verified On: The date and time when the verification process was completed
Verification Status Definitions
| In Queue | Appointment synced from EHR and waiting for verification trigger |
| In Progress | Verification triggered (typically 3 or 5 days before appointment) |
| Verified | Eligibility check completed successfully |
| Failed | Verification failed due to incorrect or missing data, or payer response issues |
| Skipped | Appointment skipped due to Cash patient or In-House insurance |
| Expired | Appointment date has passed |
Insurance Status Definitions
| Active | Insurance is active at time of verification |
| Termed | Insurance is no longer active |
| Unknown | Shown when verification is not completed or falls under non-final statuses |
Available Actions
- View: Preview the verification form
- Download: Download the verification PDF (also synced to EHR if enabled)
- Upgrade to Manual: Available only when one-off upgrade is enabled (EDI followed by manual verification)
- Audit Logs: View timestamped verification lifecycle events
- Cancel Verification: Moves the appointment to Expired
- Verify Same-Day: Triggers Same-Day Advanced verification
- Mark as Cash Patient: Moves appointment to Skipped
Advanced Verification Dashboard
The Advanced Verification Dashboard displays verifications that include manual review in addition to EDI.
Dashboard Cards
All dashboard cards from the Basic Dashboard are available, with the addition of:
- Cost to Customer: Total verification cost for the selected date range
Additional Data Fields
Advanced Verification includes the following additional columns:
- Insurance Type: Primary or Secondary
- Eligible for Verification
- Cost for Verification
Same-Day Verification (Add-On)
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Initiating a Same-Day Verification
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STEP 1 Click Add from the Same-Day Verification dashboard |
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STEP 2 Complete the Patient Verification Form |
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STEP 3 Click Verify |
Once submitted, the Advanced verification form will be completed within 60 minutes.
Required Patient Information
- Service Code Type (STC): Auto-populated based on specialty (Dental or Orthodontics)
- CDT Codes: Maximum of 40 codes
- Provider Details: Auto-populated
- Subscriber Details: If Subscriber = Patient, enter subscriber details. If Subscriber ≠ Patient, enter both patient and subscriber details
- Provider ID: Select from dropdown
- Insurance Card Upload: Optional
Managing Failed Verifications
Reviewing Failed Requests
Clicking Update from the Failed dashboard card opens a list of all failed appointments.
- Incorrect or missing data is highlighted
- Selecting an appointment opens the patient detail form
- Corrected data can be entered and resubmitted
- You have the option to update the information and retrigger the verification
Each corrected submission re-triggers verification and updates the final status.
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