In this guide, you’ll find answers to frequently asked questions about verification of benefits, including:
- How often are benefits verified?
- Do you verify benefits for secondary insurance?
- What does a client have an Unknown insurance status?
- Can I view benefit statuses for all my clients?
- How are these different from status checks you currently offer?
- How accurate is benefits verification?
Note: Verification of benefits is included with Insurance Navigator, which will be available as an upgrade beginning October 1, 2026. For more information, see Introducing Insurance Navigator.
How often are benefits verified?
Verification of benefits can’t be manually requested. Verifications run automatically based at the following times:
- At the beginning of each month
- Three days before an appointment
- When a client’s insurance information is changed
Do you verify benefits for secondary insurance?
No. Insurance Navigator only automatically verifies benefits for a client’s primary insurance.
What does a client have an Unknown insurance status?
We support automated verification of benefits for many commonly used payers. An Unknown status appears when we’re unable to retrieve benefit information from the client’s payer.
This status can’t be manually updated. It will only change if insurance information is added for a supported payer.
Can I view benefit statuses for all my clients?
You can view benefit statuses for clients with upcoming appointments from the Billing hub Dashboard.
Click a status to open the Clients page filtered by that status.
How are these different from status checks you currently offer?
Manual insurance status checks can be requested if supported by a client’s payer. These provide limited plan details and services covered by the client’s insurance plan.
Automatic status checks are available on the Plus plan and offer similar information as manual checks, as well as Active, Inactive, and Review info status badges. However, these don’t provide benefit estimates and they can’t be updated.
If you upgrade to Insurance Navigator, automated verification of benefits will replace status checks.
How accurate is benefits verification?
Benefits verification is based on information returned by the client’s payer. Coverage and client obligation information is provided as an estimate and may differ from the amount determined by the payer after a claim is processed.
For the top 100 payers, our mental health coverage checks are accurate 95% of the time, and 82% of our client cost estimates are accurate within $1 of the actual client cost. These payers represent about 80% of our claim volume.