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

  • Log in to your Salesforce Org.
  • Click on the Account Tab.
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3. Create a  new record or go to existing record

4. Click on Lightning Action Button Verify Medical Insurance.

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

7. Select Payer Name from the Search bar.

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

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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.

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

  • Click on the service type on which you want information.
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11. You will be directed to Coverage Benefit Item Detail of the Record.

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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.
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