Insurance verification: Real-time patient eligibility and benefits verification services work well to a degree, however, there's no "one size fits all" way to verify. A hybrid system works best. Many insurance companies provide fairly accurate information on their websites. For others you need to make a phone call or send a fax. An advantage to speaking directly to the insurance company is you'll be more likely to receive correct info. Exclusions or downgrades can then be entered into your software.