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

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

The Adit RCM team primarily handles insurance verifications in Adit. 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.

Accessing the Insurance Verification Dashboard

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:

  • Basic Verification Dashboard
  • Advanced Verification Dashboard
  • Same-Day Verification Dashboard

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
  • Total Appointments – Total appointments in the selected date range
  • Scheduled Appointments – Upcoming appointments eligible for verification
  • Skipped Appointments – Cash or In-House insurance appointments
  • Successful Verifications – Completed verifications
  • Active Insurance – Insurance verified as active
  • Termed Insurance – Insurance no longer active
  • Failed Verifications – Verification could not be completed
  • Incorrect Data – Failures due to missing/incorrect data
  • Other Failure Reasons – Payer/system-related failures
  • Expired Verifications – Appointment date passed
  • Cancelled by User – Verification manually cancelled
  • Failed After 3 Retries – Verification failed after max retries
  • Basic Overage Cost – Charges beyond included limit
  • Total Transactions – Total verification requests
  • Paid Transactions – Billable verification requests

Filters & Date Selection

  • Date Range – Filter by time period
  • Trigger Date – Date verification was initiated
  • Appointment Date – Scheduled appointment date
  • Verification Status – In Queue, In Progress, Verified, Failed, Skipped, Expired

Appointment-Level Details

  • Patient Name
  • Appointment Date
  • Trigger Date
  • Insurance Provider
  • Verification Status
  • Insurance Status
  • Verified On

Verification Status Definitions

  • In Queue – Waiting for verification trigger
  • In Progress – Verification initiated
  • Verified – Completed successfully
  • Failed – Verification failure
  • Skipped – Cash/In-House insurance
  • Expired – Appointment date passed

Insurance Status Definitions

  • Active
  • Termed
  • Unknown

Available Actions

  • View
  • Download
  • Upgrade to Manual
  • Audit Logs
  • Cancel Verification
  • Verify Same-Day
  • Mark as Cash Patient

Advanced Verification Dashboard

The Advanced Verification Dashboard includes manual review in addition to EDI verification.

Additional Dashboard Cards

  • Cost to Customer – Total verification cost

Additional Data Fields

  • Insurance Type
  • Primary / Secondary
  • Eligible for Verification
  • Cost for Verification

Same-Day Verification (Add-On)

Same-Day Verification is an Advanced add-on feature that delivers eligibility results within a 60-minute SLA.

Initiating a Same-Day Verification

  1. Click Add from the Same-Day Verification dashboard
  2. Complete the Patient Verification Form
  3. Click Verify

Required Patient Information
  • Service Code Type (STC)
  • Dental / Optometry / Orthodontics
  • CDT Codes (Max 5)
  • Provider Details
  • Subscriber Details
  • Provider ID
  • Insurance Card Upload (Optional)

Once submitted, the Advanced verification will be completed within 60 minutes.

Managing Failed Verifications

Clicking Update from the Failed dashboard card opens a list of all failed appointments.

  • Incorrect or missing data is highlighted
  • Select an appointment to open patient details
  • Correct and resubmit information
  • You can retrigger verification up to 2 times

Each corrected submission retriggers verification and updates the final status.

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