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Re-Verifying a VOB and Using VOB History

If a verification needs a correction, or you want a fresh answer from the payer, you can edit the VOB and run it again. Earlier results are kept so you can always look back.

 When to use Edit and Re-Verify

The New Verification window doesn't include every field. After a VOB is returned, use Edit to:

  • Change the subscriber relationship (new verifications default to Self)
  • Try a different payer
  • Correct the member ID
  • Fix the spelling of the first or last name
  • Correct the date of birth
  • Update other demographic or insurance fields available in the edit window

You might also re-verify if the first attempt came back Unavailable, or after you used Update on a discrepancy alert (see VOB Discrepancy Alerts).

How to re-verify

  1. Open the VOB.
  1. Click Edit.
  1. Make your changes.
  1. Click Save and Verify.

This sends a brand new verification to the payer. It is not just a display update.

What happens to your results

  • The VOB page shows the newest result.
  • The previous result is saved in VOB History, in full, not just a summary.
  • Each re-verification gets its own internal reference ID.

Using VOB History

  1. Open the VOB.
  1. Click the VOB History tab.
  1. Select an earlier result to review what the payer returned at that time.

History is helpful when you want to:

  • Compare results before and after a correction
  • See what a previous check returned if the newest one is different or Unavailable
  • Keep a record of how coverage was verified over time

A historical result keeps the information it had when it was run, including any discrepancy alerts shown at that time.

Edit vs. Update: what's the difference?
 
 

Action

Sends a new request to the payer?

Adds to VOB History?

Save and Verify (from Edit)

Yes

Yes, the prior result is saved

Update (on a discrepancy alert)

No

No

 
 

 

Tips

  • Change one thing at a time when troubleshooting, so you can tell which correction made the difference.
  • If a payer still returns Unavailable after you've confirmed the details, contact Support and include the reference ID from the VOB's System Information section.