In 2026, comprehensive eligibility and benefits verification is more important than ever. This session will guide your practice through best-in-class strategies for confirming patient coverage, navigating payer-specific changes, and implementing proactive protocols around copays, coinsurance, deductibles, and outstanding balances.
Drawing on real-world examples from high-volume practices across the country, our speaker will share proven operational models that enhance accuracy, reduce staff workload, and significantly improve financial outcomes.Attendees will gain insight into the most common verification pitfalls, learn top staff training tactics, and receive a detailed, ready-to-use eligibility verification checklist designed for 2026 payer requirements.
Don’t miss this must-attend 2026 course — a powerful session packed with practical guidance, actionable tools, and revenue-boosting strategies to position your practice for success in the year ahead.

Learning Objectives:

Give a brief overview of the problem area/s this session is going to address and the solutions to be provided

• Gain a clear understanding of patient eligibility and what must be verified to ensure accurate financial and clinical decision-making.
• Learn which critical information should be gathered during eligibility checks to prevent coverage misunderstandings and downstream billing issues.
• Develop the ability to interpret eligibility reports with confidence, recognizing key indicators, benefit nuances, and potential red flags.
• Implement standardized internal processes that create consistency, reduce errors, and enhance staff efficiency across the practice.
• Utilize practical tools—including checklists, best practices, and expert tips—to minimize common mistakes and strengthen overall workflow accuracy.
• Improve patient communication and engagement by helping patients better understand their coverage, financial responsibilities, and benefit limitations.

Session Agenda :

Step wise flow of session to help audience understand what pain areas will be covered

• Welcome Overview of 2026 Eligibility Challenges
  
  • A brief introduction to the evolving insurance landscape and why accurate eligibility verification is more critical than ever.
• Understanding the Foundations of Patient Eligibility
  • A clear breakdown of what eligibility truly means, why it drives revenue cycle success, and how practices can standardize their approach.
• What to Capture: Essential Information During Eligibility Checks
  • A walkthrough of the key data points every team must collect—including copays, deductibles, coinsurance, coverage limits, authorizations, and more.
• Decoding Eligibility Reports
  • Guided instruction on how to interpret eligibility responses, identify inconsistencies, and confidently translate report data into actionable steps.
• Building Reliable Internal Processes
  • Strategies for creating consistent workflows your entire team can follow—reducing errors, improving efficiency, and preparing your practice for the year ahead.
• Tools, Checklists & Common Pitfalls
  • A deep dive into high-impact tools, practical checklists, top training tips, and the most common mistakes practices make—and how to avoid them.
• Enhancing Patient Communication
  • Best practices for helping patients understand their benefits and financial responsibility, improving transparency and reducing billing conflicts.
• Q&A and Action Planning for Your Practice
  • An open forum to address real-world scenarios, followed by guidance on implementing what you’ve learned immediately after the session.

Session Highlights:

Specific things you will discuss that attendees will learn

• Master the essentials of patient eligibility and learn what must be verified for accurate,compliant billing.
• Discover the exact information your team should collect during eligibility checks to avoid costly mistakes.
• Learn how to interpret eligibility reports with clarity, including spotting red flags and coverage limitations.
• Implement streamlined, repeatable internal workflows that improve efficiency and reduce staff frustration.
• Access practical checklists and tools designed to strengthen your front-end processes immediately.
• Identify and correct the most common eligibility errors before they lead to denials or patient confusion.
• Enhance communication with patients to reduce billing disputes and improve financial transparency.
• Gain insight into best practices used by high-performing practices nationwide.
• Improve revenue protection strategies by ensuring coverage is clarified before services are provided.
• Leave with actionable steps your team can implement right away to start the year strong and minimize financial risk.

Who will Benefit

• All specialties Office Managers
• Billers
• Coders
• Pre authorizations specialists
• Front Desk
• Scheduling
• Supervisors

Speaker Profile

Stephanie is the founder and owner of Elite Coding and Billing LLC. She brings a distinctive blend of clinical expertise, revenue cycle knowledge, and business acumen that enables her to connect effectively with clinicians, administrators, and coding and billing professionals alike.

With over 11 years of experience in pain management and 10 years in orthopedics, Stephanie has worked in both small and large private practice settings. Her background also includes extensive work with hospital-based providers, ambulatory surgery centers, and a variety of additional specialties, giving her a broad and comprehensive understanding of diverse healthcare environments.

Stephanie is committed to helping organizations optimize revenue cycle processes through accurate coding, efficient billing practices, and strategic operational insight. She resides in Riverton, Utah, where she enjoys spending time with her family.