What is the first step in the process of verifying a patient's eligibility?

The correct approach to verifying a patient's eligibility begins with contacting the insurance company. This step is crucial because it allows healthcare providers to determine the specific benefits and coverage available to the patient under their insurance plan. By reaching out directly to the insurer, the provider can obtain precise information regarding the patient’s eligibility, including details about any co-pays, deductibles, and whether prior authorizations are required for certain services.

While collecting demographic data is important and essential for creating a patient's record, it does not directly establish whether the patient is eligible for coverage. Reviewing medical history may also be necessary when assessing a patient's needs or treatment options, but again, it does not pertain to verifying insurance eligibility. Scheduling the appointment is a subsequent step that can only be successfully accomplished once the patient’s eligibility has been confirmed. Thus, contacting the insurance company is indeed the foundational step in the eligibility verification process.