FlexVerification Report

The FlexVerification report gives your team a complete list of all insurance verifications run through Flex. It helps your team quickly confirm which verifications were successful, which need attention, and which appointments are coming up next. The report can be downloaded, printed, and shared.

✅Note: Verification data appears in the report for users enrolled in FlexVerification. If you are not seeing data and want to learn more, our Support team would be happy to help. Contact them here↗️

In this guide, you will learn how to find the FlexVerification Report, download it, and use it to stay organized and up to date.

Accessing & Sharing the FlexVerification Report

1. From your Flex Homepage, click Show Reports in the top left.                                                             
2. Select FlexVerification.                                                                                                                         
3. To share the report, click the blue download button in the top right of the report.  
   • Find the file in Downloads within your File Explorer or Internet Browser.                                                         
   • Share using your offices preferred method of shared communication like secure email or a shared drive.

How to Use the FlexVerification Report

• Filter by:
  1. Status:
     • None — No status filter is currently applied
     • Verified — Displays plans that were verified successfully
     • Inactive — Coverage is not in effect for these plans
     • Error — Hover over the ⚠️icon to view the error. For guidance, reference 'What to Expect When Insurance Verification is Completed' in: FlexVerification: Payer Details, What to Expect, and FAQ↗️
  2. Patient Name
  3. Verification Date                                                                                                                             
• Data is organized by:
  
  • Date — The day Flex ran verification
  • Type — Shows if the verification was successful or if there was an error
  • Patient — The name of the patient whose coverage was checked
  • Next Appt — The date of the patient’s next scheduled visit
  • Subscriber — The primary person listed on the insurance plan
  • Insurer — The name of the insurance company
  • User — Shows who ran the verification: either a team member or the system (if set up to run automatically)

The FlexVerification report keeps everyone informed and reduces the risk of missed verifications. Use this report to give your team a quick view of which verifications are complete and which may need follow-up.

💡Pro Tip: 50 results will be displayed on the page at a time. To view more than 50 results, click the "Load Next 50" button at the bottom of the page.                                                                                         

Looking for More?

Need help setting up your verification workflow or troubleshooting errors? Learn how to set up insurance verification and what to do if a verification was not successful.

➡️How to Set Up FlexVerification
➡️FlexVerification: Payer Details, What to Expect, and FAQ
➡️How to Process an On-Demand FlexVerification

You are all set!

If you found this information helpful, please like and/or comment below!

If you have questions, please contact Flex Support.

Thank you!