The Benefit-Year Reverification Playbook

A practical guide to deciding who to reverify, what to confirm and what happens when coverage changes

A new benefit year can bring a wave of reverification work in a few short weeks. For PT and OT organizations, it lands on patients who are mid-treatment, with visits already on the schedule.

Checking more patients faster is only part of the job. Reverification also has to catch what changed — a new plan, new cost sharing, visit limits, a referral or prior authorization — and get it to the right team before it affects the patient or the claim.

This playbook gives therapy leaders a simple framework for building that process before volume peaks.

What you’ll learn:

• • Which patients to reverify first, and how to time the work
  • What information each workflow needs from a payer response
  • How to turn each coverage change into a clear next step and owner
  • How to plan for automation and exceptions together
  • How to define “complete” — plus a scorecard and readiness check to track it