What documents should be copied or scanned at the time of the appointment?

• A. Only the front of the insurance card.
• B. Both sides of the insurance card and a government-issued ID.
• C. Only the back of the insurance card.
• D. A notarized letter from the patient.

Answer: (B)

Verifying identity and confirming insurance coverage at the visit is essential for accurate billing. Copying both sides of the insurance card captures all payer identifiers, member ID, group number, plan details, and any contact or submission information that may appear on either side, which helps ensure claims are billed to the correct payer with the right data. Including a government-issued photo ID confirms who is presenting the information, helps prevent fraud, and ensures the chart matches the patient receiving services. This combination reduces claim errors and denials due to missing or incorrect information. Copying only one side of the card or relying on a notarized letter isn’t standard practice and can miss important details needed for proper billing.