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iCoreVerify Understanding the Real Time Benefits Check (RTBC)

Every morning iCoreVerify automatically attempts to retrieve a verification of insurance for all patients scheduled over the next seven calendar days. The Real Time Benefits Check (RTBC) will run with the Patient’s Information, and the Payor/Insurance information that has been entered in your practice management software. In order for the RTBC to run successfully all of this information must be valid and entered in the correct fields.

In the Benefits Check Column, you will see color-coded icons that will provide more information if the Benefits Check was successful or if more information is needed to complete the benefits check.

A Closer Look at the Icons

  • Report Icons: Indicate the status of Real Time Benefits Check.
  • ID Card: Represents the Patient’s demographic information.
  • Insurance Card: Represents the Patient’s insurance information.

Icon Colors and Their Meanings

iCoreVerify will run the RTBC every day for the next 7 days of appointments. The system runs at 12:00 AM as well as every 2 hours during the day.

iCoreVerify will attempt to sync any updates from the practice management software every 30 minutes on the hour after the initial sync. Yellow icons indicate missing or invalid information.

  • Automated insurance verification check was successful
  • Coverage is valid
  • Effective date is valid as of visit date
    • Automated insurance verification check was successful
    • Coverage will expire before visit date
    • Automated insurance verification check was successful
    • Coverage has expired
    • Automated insurance verification check was successful
    • Coverage has expired and/or insurance has been set to invalid by Payor
    • Automated insurance verification check was successful
    • Practice needs to look into response to determine status
    • Automated insurance verification check was successful
    • Unable to determine insurance status
    • Unable to match PayorID / PayorID is invalid
    • Click on this will start the crosswalk engine for practice to manually pick PayorID

    Patient Demographics Icons
    Insurance Icons
    • Green icons indicates field values are valid and verified
    • Yellow icons indicate there is missing information and will need to be reviewed
    • Black icons indicate there may be a technical issue or this is a cash paying patient
    • Blue icon indicates the PayorID is not recognized
    • After four failed attempts to run a successful RTBC (2hours) the yellow icons will turn to blue
    Quick Tip:
    If you need to adjust or correct any missing or incorrect information, you will need to return to your practice managment software to make those corrections.

    Real Time Benefits Report

    When you click on the Report Icon, the Benefits Report will be displayed. It will display information on Coverage Type, Coverage Dates, Maximums, Plan Provisions, Frequency Limitations, and Age Limitations.

    You can Print this report, Save the report, or you can Request a New Real Time Benefits Check using the buttons located at the bottom of the report.


    Updated on February 15, 2023

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