Urgent Care Insurance Verification Form

Patient Insurance Information Collection and Verification Template

Urgent Care

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Last updated: Mar 24, 2025

Patient Information

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

Primary Insurance

  • Insurance Company Name: __________________________________
  • Policy Number: _________________________________________
  • Group Number: _________________________________________
  • Policy Holder Name: ____________________________________
  • Policy Holder DOB: //___
  • Relationship to Patient: □ Self □ Spouse □ Parent □ Other

Secondary Insurance (if applicable)

  • Insurance Company Name: __________________________________
  • Policy Number: _________________________________________
  • Group Number: _________________________________________
  • Policy Holder Name: ____________________________________
  • Policy Holder DOB: //___

Authorization

I hereby authorize [CLINIC NAME] to verify my insurance coverage and benefits. I understand that:

  1. Insurance verification is not a guarantee of payment
  2. I am responsible for any copays, deductibles, or non-covered services
  3. It is my responsibility to inform the clinic of any insurance changes

Signature: _________________________ Date: //___


For Office Use Only

  • Verification Date: //___
  • Staff Member: ________________
  • Coverage Verified: □ Yes □ No
  • Copay Amount: $_______
  • Deductible: $_______ Met: $_______
  • Visit Coverage %: ______
  • Authorization Required: □ Yes □ No
  • Referral Required: □ Yes □ No

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