Office Administrative Assistant Practice Exam 2026 – Complete Study Resource

Verifying patient information is usually the first step in processing insurance claims because it ensures that all details present in the claim are accurate and complete. This verification step includes confirming the patient's identity, checking their insurance coverage, policy details, and any necessary authorizations. Accurately verifying this information helps to avoid delays or issues later in the claims process, such as claim denials or rejections due to incorrect or missing details.

Submitting the claim comes after the verification process, as it relies on the accuracy of the information gathered. Billing the patient typically occurs once the insurance claim has been processed and adjudicated, determining the patient's financial responsibility after insurance coverage is applied. Contacting the insurance company may happen at various stages but is generally not the first step; it may follow the verification process if there are questions or clarifications needed.