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In this tutorial, viewers will learn how to verify a patient's insurance, determine their benefits, identify exclusions, and check for pre-authorization requirements when scheduling an appointment. The process begins by asking the patient for their insurance details, which are also necessary for submitting claims. An example dialogue illustrates a new patient call to Dr. Crawford's office, where the patient, Amy Palmer, is welcomed and inquires about an appointment for allergy medication refills. After confirming that it’s her first visit, the staff schedules an appointment for the following Monday and collects essential personal information, including the patient’s full name and date of birth.