This guide provides step-by-step instructions for configuring the iVerify settings within your CRM, allowing you to manage automation preferences for instant verification processes. Properly setting these configurations ensures that your VOB (Verification of Benefits) automations run at optimal times, streamlining your operations and enhancing data accuracy. By following these steps, you can tailor the iVerify system to meet your specific operational needs, improving efficiency in patient eligibility verification.
1. Access Your CRM: Begin by navigating to your CRM instance or its dedicated login page.
2. Access Settings: Click on the "Settings" option within the CRM interface.
Settings"
3. Navigate to CRM Settings: Select "CRM Settings" to proceed.
4. Open Configuration Panel: Click on "Configuration" located in the right panel.
5. Locate iVerify Settings: Identify and locate the "iVerify Settings" section.
6. Initiate Edit Mode: Select the "Edit" button, positioned in the top right corner, to enable modifications.
7. Find Automation Switch: Locate the "iVerify automation on/off switch."
8. Select Frequency: From the dropdown menu, select the required frequency for the automation.
9 . Choose Monthly Run Date: Select the specific date within the month on which you would like this automation to run.
11. Schedule Run Time: Select the desired time to schedule the automation run.
