We are trying to get some guidance as to the following; occasionally, our billing staff encounter a situation where the patients’ insurance card or portal does not agree to the demographics entered into the practice management screen, such as date of birth or spelling of name.
Our current practice is to change the registration to match the insurance card and flag the front desk to contact the patient that their insurance company has different information, and that if the insurance company has the wrong information the patient needs to contact them to fix their record.

Although I believe this is the way this is handled at most practices, I do not know if it is considered best practice or if you have ever encountered anything official around this. I can’t find any specific guidance from an official source.

Input / suggestions / ideas?

Thanks in advance.