Insurance Verification in Kasper helps your team confirm patient insurance coverage quickly and accurately, ensuring smoother check-ins, fewer billing issues, and better preparedness before appointments.

The Insurance Verification Dashboard provides a centralized view of upcoming appointments and highlights which patients’ insurance information requires attention, allowing your staff to prioritize work efficiently.

Navigate to Insurance Verification from your Kasper workspace to view all upcoming appointments that require insurance review.

The dashboard is designed to help your team focus on the right patients at the right time, based on appointment date and insurance status.

The Insurance Verification Dashboard is divided into three tabs:

Each row in the table represents a patient appointment and includes the following details:

At the top of the dashboard, you’ll see a summary count of patients whose insurance needs verification.

To make managing large schedules easier, Kasper provides flexible search and filtering options:

These tools allow your team to focus on specific subsets of patients and streamline daily workflows.

You can verify a patient’s insurance from multiple places in Kasper, depending on where you’re working. All verification methods update the insurance status in real time and sync with Open Dental.

Use this option when reviewing upcoming appointments or working through daily insurance tasks.

Once submitted, the insurance status updates automatically.

This option is helpful when you’re already reviewing a patient or communicating with them.

You can quickly check a patient’s insurance status directly from the dashboard using the insurance icon:

These visual indicators help your team identify insurance issues at a glance, without opening the full verification flow.

Kasper gives you control over how insurance verification data and documents sync with Open Dental. These settings help ensure consistency between systems and allow your team to tailor the workflow to your office’s preferences.

You can manage these options by navigating to Settings → Insurance → Insurance Verification Mapping.

Choose which Open Dental Imaging folder insurance verification PDFs are uploaded to.

This helps keep patient records organized and easy to reference.

You can enable or disable syncing insurance verification documents to Open Dental.

This determines which verification value Kasper uses when displaying and syncing the last verified status.

Control whether the Last Verified date is written back to the patient’s insurance record in Open Dental.

By using the Insurance Verification Dashboard consistently, your team can reduce last-minute surprises, improve billing accuracy, and deliver a smoother patient experience.