The first action to take when verifying a patient's insurance eligibility is to contact the insurance company. Without verification, there might be issues with payment for services rendered. Checking the identification card alone does not guarantee that the insurance coverage is active or covers the scheduled services. Confirming with the patient assumes the patient is fully aware of the specific details of their insurance coverage, which is risky. Discussing co-payments is necessary but should not precedively replace verification with the insurance provider.
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