Setting Up Insurance Verification
Once you've added Insurance Verification on to your Yapi plan, set up is simple - all you need to do is check Dentrix and make sure the Payor ID field is completed for each insurance carrier you accept, then enter a provider NPI and your practice's Tax ID in Leap - just follow the steps below.
Important
Insurance Verification is an add-on feature that comes standard with 500 eligibility checks per month (and you'll be notified in-app if you reach 500). If you'd like to add Insurance Verification on to your Yapi plan or add more eligibility checks, contact our Sales team 
.
In the Dentrix Office Manager, click Maintenance and select Reference, then Insurance Maintenance.
At the Insurance Maintenance window:
Review the list of insurance carriers to make sure each carrier's Payor ID has been added.
If a Payor ID is missing, enter it then click OK.
At the Insurance Plan Change prompt, the option to Change Plan for All is selected by default. Click Ok.
Repeat steps a through c for each insurance company missing a Payor ID.
Now in Leap, from the menu on the left, click Settings and select Practice Settings.
Select Practice Information.
Scroll down to the NPI and Tax ID fields. Enter your main provider's NPI number and your practice's Tax ID.
Note
You can also use the practice's NPI if you need to, but you should only use it if you have a lot of providers that all accept different insurances.
Click Save. You'll see a message appear at the bottom of the page confirming your settings were saved. You can now start using Insurance Verification from the Leap homepage.
Recommended: Enable insurance verification automation to have Leap check each scheduled patient's eligibility automatically!