Tips on Getting Your Eligibility and Benefits Verification Process in Shape

To fix your insurance billing accounts receivable problems, sometimes you need to go upstream. That may mean taking a hard look at your eligibility and benefits verification process.

In this inaugural edition of the OneSpot Billing Podcast, Cindy Braden interviews Acquios Advisor's Michelle Bogeart. With years of experience in optometric billing and practice management, Michelle offers actionable tips for creating workflows, avoiding common mistakes, and empowering team members to take ownership of the process.

In this episode, you’ll learn:

• Why upstream processes like eligibility checks are important to reducing A/R headaches.

• How to build team buy-in.

• What tools and training resources Michelle recommends for ongoing billing success.

Resources from Michelle

Join Acquios Advisors in-person for the Insurance and Billing Workshop in Omaha, Nebraska, July 25-26, 2026! 

Check out other events and workshops that they offer by visiting: www.acquios.com/events-workshops

Register for Evolutions today! Summer 2025 Evolutions Workshop - Acquios Advisors

Quick Tips – If you haven’t already, provide a quick reference guide for your team letting them know which plans you are in and out-of-network for. When scheduling the exam, collect patient demographic information including health insurance and vision plan information so that you can check Eligibility and Benefits prior to the day of the exam!

Revenue Cycle Management Healthcare Solutions | Availity

OneSpot Billing Resources

Watch a preview of our OneSpot Billing Tool on your own time: https://www.onespotbilling.com/2025-preview-video-onespot-billing-tool 

Visit us at our website: https://www.onespotbilling.com/

If you're ready to talk about how OneSpot Billing can optimize your billing process, reach out here: https://outlook.office365.com/book/[e-mail]/