General Surgery Insurance Verification Form

Patient Insurance Information and Authorization Template

General Surgery

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Last updated: Mar 24, 2025

Patient Information

  • Full Name: _________________________ Date of Birth: //___
  • Address: ________________________________________________
  • Phone: (__) - Email: _________________________

Primary Insurance Information

  • Insurance Company: _______________________________________
  • Policy Number: _________________ Group Number: ____________
  • Policy Holder Name: ______________________________________
  • Relationship to Patient: ⬚ Self ⬚ Spouse ⬚ Parent ⬚ Other
  • Policy Holder DOB: //___ SSN: -____-

Secondary Insurance Information (if applicable)

  • Insurance Company: _______________________________________
  • Policy Number: _________________ Group Number: ____________
  • Policy Holder Name: ______________________________________

Surgical Procedure Information

  • Planned Procedure: _______________________________________
  • CPT Code(s): ___________________________________________
  • ICD-10 Code(s): ________________________________________
  • Scheduled Date: //___

Authorization Information

  • Prior Authorization Required? ⬚ Yes ⬚ No
  • Authorization Number: ____________________________________
  • Date Obtained: //___ Valid Through: //___

Patient Financial Responsibility

  • Estimated Deductible: $_________ Amount Met: $_________
  • Co-Insurance: % Co-Payment: $
  • Out-of-Pocket Maximum: $_________ Amount Met: $_________

Verification Details

  • Date Verified: //___
  • Verified By: ____________________________________________
  • Reference Number: ______________________________________

Authorization

I hereby authorize the release of any medical information necessary to process insurance claims related to my surgical care. I authorize payment of medical benefits directly to the physician/facility for services rendered.

Patient/Guardian Signature: _________________ Date: //___

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