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Maintain accurate insurances and visit reasons to reach the right patients

Why it's important to keep insurance and visit reason settings up-to-date

Updated over a year ago

Key takeaways

  • Patients come to Zocdoc to find in-network providers who fit their healthcare needs.

  • Keeping your insurance and visit reason settings up-to-date ensures you appear in relevant searches and attract the right patients.

  • Regularly reviewing and updating your settings prevents mismatches and booking issues.


Insurance settings

Patients prioritize finding providers who accept their insurance—97% of bookings made on Zocdoc use insurance, and 88% of those are in-network.

Zocdoc simplifies the search process for patients. As long as your insurance information is up to date, patients will clearly see whether you’re in-network.

Important tips:

Visit reason settings

On Zocdoc, patients search for providers based on "visit reasons"—the symptoms, procedures, or conditions they need care for. Your visit reasons should show the breadth of your care options and highlight all the services you offer, so you show up in as many relevant search results as possible. When your visit reasons are up to date, patients can book with confidence knowing you’re able to deliver the care they expect.

Important tips:

  • Review your visit reason settings every 6–12 months, or sooner if you hire new providers or expand your services. Learn how to make these changes for all your providers on Zocdoc.

  • If you receive a booking for a visit reason you don’t treat, remove it from your profile to avoid future mismatches.

  • Plan ahead by setting preferred visit reasons for any new providers you add to Zocdoc. Learn more.

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