Before sending any claims for reimbursement, which document should you have a copy of?

Having a copy of the patient's insurance card is essential before sending any claims for reimbursement. The insurance card provides critical information, including the patient's identification number, the insurance company’s details, policy number, and the coverage specifics. This information is necessary to ensure that claims are submitted correctly and processed efficiently.

Without access to the insurance card, there may be inaccuracies in the claim submission that could lead to delays in payment or even denial of the claim. Therefore, verifying insurance eligibility and coverage is a crucial first step in the claims process. The other options, while potentially relevant to the patient's medical history or privacy, do not contain the necessary financial and insurance information required for processing claims.