The Verification of Benefits (VOB) feature allows instantaneous patient insurance eligibility verification checks and provides basic benefits information. You can run three types of VOB requests: Phone, Instant, and Outside VOB.
Outside VOB
The Outside VOB feature is useful for facilities that utilize a third-party VOB company to handle all phone verification requests with the insurance company. This feature will allow you to send an encrypted email directly from the Kipu CRM containing the prospect’s insurance policy information to outside recipients.
Outside VOB Use Case
Used when insurance benefit verification is handled by an outside VOB company
Sends encrypted insurance policy details directly from Kipu CRM
Eliminates manual emailing or exporting of insurance information
Keeps PHI secure while enabling external verification workflows
Phone VOB
The Phone VOB will allow a team member or manager to request verification from the client's chart. This process requires a completed assessment of the client's benefits that have been approved by a manager.
Phone VOB Use case
Phone VOB allows staff to request, process, and document insurance benefit verification that is completed by phone.
Requests are initiated directly from a patient’s insurance record.
Phone VOBs are managed and worked through the VOB 2.0 queue.
The workflow supports assignment, assessment completion, manager approval, and closure.
All activity is tracked, logged, and stored for historical reference within the patient record.
Instant VOB
The Instant VOB feature will run a check for a rough approximation of the client's benefits through the Clearing House. Because of the nature of the instant check, the client's insurance information must all be up to date.
Instant VOB Use Case
Instant VOB provides a real-time snapshot of insurance benefits
Pulls general eligibility and benefit information directly from the clearinghouse.
Designed for quick verification, not a full or guaranteed benefits breakdown.
Accuracy of patient insurance data is critical
Instant VOB will only return results if the patient’s insurance details exactly match clearinghouse records.
Outdated or mismatched information will result in errors.
Required information must be completed first
Patient name
Date of birth (DOB)
Member ID
Tenant payor
Subscriber name
Subscriber DOB
NOTE: Before running an Instant VOB, the following fields are required for Instant VOB: Patient Name, Date of Birth, Member ID, Tenant Payor, Subscriber Name, and Date of Birth.