Overview of VOBs (Verification of Benefits) in Alleva

How to utilize Alleva's VOB feature.

Jump to:

• Running a one-time VOB
• Turning on VOBs and editing VOB settings
• Creating an auto-VOB schedule

NOTE: VOBs can be run from either the VOB tab or the billing intake. 

How to run a VOB from the VOB tab:

1. Navigate to the VOB tab on the left hand menu.
2. Click the "New Verification" button.
   
   
   
   
3. Search for and select the client from the dropdown list. The list includes all prospective, active, and discharged clients.
   
   
4. Select an insurance from the list of insurances (first added on the client's chart).
   
   
   
   
5. Click "Run VOB". 

🎉🎉 Done! You will be taken back to the list view with the new VOB and see the coverage status in the "coverage" column. Click the eyeball button to view the full VOB document.

From the Billing Intake:

1. Navigate to either the prospective client list or the active/discharged client's chart. 
2. Select the Billing Intake bubble.
   
   
3. Scroll down to the "VOB" section.
4. Select "Run New VOB".
   
   
5. Select the insurance. TIP: The insurance must first be added either in the Billing Intake or on the client chart.
6. Click "Run VOB". 
   
   

🎉🎉 Done! You will be taken back to the list view with the new VOB and see the coverage status in the "coverage" column. Click the eyeball button to view the full VOB document. The VOB will also be viewable in the VOB tab on the left hand menu.

Within the "Schedule Settings" tab of VOBs, you can do the following:

• Enable or disable the VOB feature
• Set a hard limit on the number of VOBs your team can run each month
• Create an Auto-VOB schedule
• Schedule all eligible VOBs to run the next day

Here is more detail on the different settings and necessary setup for VOBs:

Enable Limit - You can impose a "Hard Limit" on VOBs, meaning the system will not allow you or your staff to run more VOBs than the limit you set. This can be configured in the VOB tab > Schedule Settings > Enable Limit. This limit can be adjusted at any time, and you will see the number of remaining VOBs for the month on the VOB tab.

Creating an Auto-VOB Schedule - You can create a schedule for the system to automatically run VOBs for all active clients with eligible insurances on the cadence you choose. The schedule can be daily, monthly, or weekly. On the day that the VOBs are scheduled to run, you will see all results in the Verifications tab.

Granting VOB Access to Users - Access to the VOB tab is managed in Company Settings > Role Management. Permissions are granted based on user roles. For instance, if you grant access to VOBs for the "Billing Staff" role, all users assigned that role will gain access.

Adding Facility NPI - Accurate NPI numbers must be added to each facility/location in order to run VOBs for clients in that facility. NPI can be added by admins in Company Settings > Company Info > Facilities. Edit each facility, enter the NPI number, and save.