Patient Insurance Verification Form

Family Medicine Practice Documentation Template

Family Medicine

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Last updated: Mar 24, 2025

Patient Information

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

Primary Insurance

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

Secondary Insurance (if applicable)

  • Insurance Company: _______________________________________
  • Policy Number: _________________ Group Number: ____________
  • Policy Holder Name: ______________________________________
  • Relationship to Patient: □ Self □ Spouse □ Parent □ Other: _____

Insurance Verification (Office Use Only)

  • Date Verified: //___
  • Staff Initial: _____
  • Copay Amount: $______
  • Deductible: $______ Amount Met: $______
  • Coinsurance: ______%
  • Prior Authorization Required? □ Yes □ No
  • Referral Required? □ Yes □ No

Attestation

I hereby authorize [Practice Name] to verify my insurance coverage and benefits. I understand that I am responsible for any charges not covered by my insurance.

Signature: _________________________ Date: //___

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