Skip to main content

How to Access Policy Reimbursement History in iVerify (and Enable Role Permissions) (CRM)

Overview The Policy Reimbursement History feature in iVerify provides daily rate and reimbursement data across insurance payers and states.

If you are looking for daily rate information (such as for PHP or IOP) and do not see it in your VOB results, this is because the Daily Rate data lives in the Policy Reimbursement History section — not as a standalone field in the standard VOB output.

This guide explains how to access Policy Reimbursement History, what to do if the tab is not visible, and how to retrieve results when recent data is unavailable.

Before You Begin

  • You must have access to the iVerify module in Dazos.

  • The Policy Reimbursement History tab requires a specific role permission. If you do not see it, your admin will need to enable it for your role.

  • If you are an admin, ensure you have access to Settings → User Management → Roles to manage permissions.

Steps

  1. Navigate to the iVerify Module
    From the main navigation in Dazos, open the iVerify module.

  2. Click on Instant VOB
    Select Instant VOB from within the iVerify module.

  3. Select the Patient
    Find and select the patient whose reimbursement data you want to review.

  4. Click on Policy Reimbursement History
    Once inside the patient's VOB record, locate and click the Policy Reimbursement History tab to view daily rate and payer reimbursement data.

    Policy Reimbursement History tab in iVerify
  5. Adjust the Date Range if No Data Appears
    If results do not appear for the last 12 months for a specific payer, change the date range filter to All Time.
    This will return a broader set of results and is more likely to display available reimbursement data.

    Adjusting the date range to All Time in Policy Reimbursement History

Verification / Expected Result

After following the steps above, you should see reimbursement data including daily rate information organized by payer and state within the Policy Reimbursement History tab. If the tab is visible and results still do not appear for recent dates, switching to All Time should return available data.

Troubleshooting / Common Errors

Policy Reimbursement History tab is not visible

If the Policy Reimbursement History tab does not appear within the Instant VOB view, your current user role does not have permission to access this feature. An administrator will need to enable it.

For Admins — How to enable Policy Reimbursement History access for a role:

  1. Go to Settings → User Management → Roles.

  2. Select the role you want to update.

  3. Scroll to the VOB module section and expand it.

  4. Under the Fields header, locate the Policy Reimbursement History Access checkbox.

  5. Check the box to enable access.

  6. Scroll to the bottom of the page and click Save.

Users assigned to that role will see the Policy Reimbursement History tab the next time they open a VOB record.

Policy Reimbursement History Access checkbox in Role settings


No data returns even on All Time

If no results appear even after switching to All Time, verify that the correct treatment program filters are selected. If data is still unavailable, this may indicate that no reimbursement history exists for that payer in the system. Contact Dazos Support for further investigation.

⚠️ Note: The iVerify Service List in Settings also contains information about what data iVerify displays. Your admin can review this list to confirm which services and fields are configured for your instance.

Related Resources

Did this answer your question?