video1.0<iframe src="https://www.loom.com/embed/40f8f1615fb84a12b8dfe3b3fa086660" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/40f8f1615fb84a12b8dfe3b3fa086660-86db252561a8d338.gif221.377In this video, I walk you through how to conduct your first phone call for insurance checks. I explain the importance of setting up your check settings and creating a template that allows for both portal and phone call checks. You'll learn how to add a new patient and select the appropriate template to get the most accurate results. I encourage you to follow along and set up your templates as I demonstrate, so you can effectively manage your insurance checks. Make sure to save your template after customizing it with the necessary details.