You can create an Instant VOB through the iVerify Module's “Submit New Lead” function. If you choose to go this route, you 1) must have the patient’s insurance information and 2) will completely bypass the Leads Module. This means that you will not need to create and convert a Lead; this method will create an Account, Intake Opportunity, and instant VOB all at once.
This method is recommended for BD Reps or those looking for a quick way to create a record manually.
Click on the “iVerify Module” on the left-hand side of your screen and choose “Submit New Lead” from the drop-down menu.
Proceed to fill out the form and ensure to fill out all mandatory fields with a red asterisk
Once you are done, on the bottom of the screen you can click “Save” to save your work, or “Save and iVerify” to use one of your iVerify credits and run an Instant VOB.
If you choose “Save and iVerify,” you will be redirected to the Instant VOB that was created. After reviewing, remember to go back to continue working in the Intake Opportunity module. If you choose “Save,” you will not be redirected.