Medical Insurance Verification User Guide: How to Verify Medical Insurance on Salesforce
- Log in to your Salesforce Org.
- Click on the Account Tab.
![Cloud Services - 1-12](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d65bf08d459d8b593a0_1-12.webp)
3. Create a new record or go to existing record
4. Click on Lightning Action Button Verify Medical Insurance.
![Cloud Services - Screenshot-2020-06-15-at-11.14.48-AM-1024x561](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d655eacc35f32fed3eb_Screenshot-2020-06-15-at-11.14.48-AM-1024x561.webp)
6. You can see all the Fields are populated Automatically from Account.
7. Select Payer Name from the Search bar.
![Cloud Services - Screenshot-2020-06-15-at-11.20.35-AM-1024x560](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d6637667df320c6717f_Screenshot-2020-06-15-at-11.20.35-AM-1024x560.webp)
8. From the Drop down shown in the Figure Select the Insurance type whether it is Primary, Secondary or Tertiary.
![Cloud Services - Screenshot-2020-06-15-at-11.27.35-AM-1024x563](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d66818c75a4d211c1f1_Screenshot-2020-06-15-at-11.27.35-AM-1024x563.webp)
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.
![Cloud Services - Screenshot-2020-06-15-at-12.32.18-PM-1024x563](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d672581ed015c886661_Screenshot-2020-06-15-at-12.32.18-PM-1024x563.webp)
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.
![Cloud Services - Screenshot-2020-06-15-at-12.58.46-PM-1024x562](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d673e334304e7c2d82a_Screenshot-2020-06-15-at-12.58.46-PM-1024x562.webp)
For more information of the service type click on the service type tab.
- Click on the service type on which you want information.
![Cloud Services - Screenshot-2020-06-15-at-1.03.25-PM-1024x562](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d686961ca3fedd7f422_Screenshot-2020-06-15-at-1.03.25-PM-1024x562.webp)
11. You will be directed to Coverage Benefit Item Detail of the Record.
![Cloud Services - Screenshot-2020-06-15-at-2.52.36-PM-1024x565](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d68a5926371af6b13d0_Screenshot-2020-06-15-at-2.52.36-PM-1024x565.webp)
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.
![Cloud Services - Screenshot-2020-06-15-at-2.56.57-PM-1024x563](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475d696d336ce5f25ccf92_Screenshot-2020-06-15-at-2.56.57-PM-1024x563.webp)
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