Websites & patient experience · Website help · Referral and representative routes

Clarify insurance approval before appointment requests

An insured visitor sees an insurer logo and assumes every service and practitioner is covered. The practice still needs specific administrative confirmation before arranging the appointment.

What to change

Explain which details the practice asks insured patients to confirm. Have the billing team approve the wording and avoid interpreting an individual's policy or promising reimbursement.

A worked example

Illustrative example

A fictional clinic says insurer arrangements vary by service and practitioner. Its enquiry instructions ask patients to confirm details with their insurer and contact the billing team about the practice's booking requirements.

How to check the result

The page makes the administrative check visible without implying that a logo is a personal coverage decision.

A mistake to avoid

Avoid publishing universal instructions such as your insurer will pay when the practice cannot verify that statement for the visitor.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Healthcare website design showing connected desktop and mobile service and enquiry layouts.
Make the service and next step clear on every screen.
Healthcare website accessibility illustrated by a focus outline, keyboard key, contrast samples and form.
Review keyboard access, contrast and understandable form fields.
Healthcare website testing with desktop and mobile forms, a checklist and success and error states.
Check complete journeys and explain failures clearly.

Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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