Getting patient's last verified eligibility

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od12345
Posts: 3
Joined: Fri Oct 18, 2024 4:39 pm

Getting patient's last verified eligibility

Post by od12345 » Fri Oct 18, 2024 4:46 pm

I'm having trouble figuring out how to get the lastVerifiedDate for a patient's Eligibility. I see https://opendental.com/site/apiinsverifies.html but would be really helpful to understand how to go from an appointment to getting this for the associated patient

SLeon
Posts: 575
Joined: Mon Mar 01, 2021 10:00 am

Re: Getting patient's last verified eligibility

Post by SLeon » Sat Oct 19, 2024 1:42 pm

Good afternoon,

Information on how Insurance Verification works in Open Dental can be found here.

This data is stored in the InsVerify table. Patient eligibility uses the "PatientEnrollment" VerifyType. The FKey field for this VerifyType is the patplan.PatPlanNum. Adding the FKey field as parameter to InsVerifes GET (multiple) is already on our development list. Once it is complete, you can use the following strategy to obtain the information you need:
  1. Obtain the patient's patnum, either from the appointment or other source.
  2. Use PatPlans GET with the PatNum from Step 1 to get their patplan(s).
  3. Use the patplan.PatPlanNum as the FKey parameter with InsVerifies GET (multiple)
I will update this thread once this new parameter is complete. In the meantime, you can write a query to employ the above strategy and use our Queries resource. Query #1243 on our Queries Example Page might also be helpful.

od12345
Posts: 3
Joined: Fri Oct 18, 2024 4:39 pm

Re: Getting patient's last verified eligibility

Post by od12345 » Wed Oct 23, 2024 2:29 pm

Thank you! Do you have any timeline on development?

justine
Posts: 265
Joined: Tue Dec 28, 2021 7:59 am

Re: Getting patient's last verified eligibility

Post by justine » Fri Oct 25, 2024 3:00 pm

od12345 wrote:
Wed Oct 23, 2024 2:29 pm
Thank you! Do you have any timeline on development?
Good afternoon od12345,

Enhancing insverifies GET (multiple) to filter by FKey value, is currently on our development list. We will reply to this thread when it is complete.

In the meantime, you can use insverifies GET with a VerifyType of PatientEnrollment, which narrows the results down considerably. Once you have that list filter the results where the FKey = patplan.PatPlanNum you're after.

Alternatively, you can use a ShortQuery to retrieve data however you'd like.

Thanks!

RyanH
Posts: 17
Joined: Thu Dec 19, 2024 8:33 am

Re: Getting patient's last verified eligibility

Post by RyanH » Wed Jan 29, 2025 3:22 pm

This feature request is complete and is available in version 24.4.17.

See insverifies GET (multiple) for more information.

Thanks!

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