Which of the following is a proper step when taking a medication refill request?

Verifying the medication with the patient and the pharmacy is a crucial step in the medication refill request process. This ensures that the correct medication dosage and quantity are being requested, and that the patient is indeed due for a refill. It also allows for the detection of any potential issues, such as drug interactions or changes in the patient's treatment plan. By confirming the medication directly with both the patient and the pharmacy, you help maintain accuracy in the medical records and ensure patient safety, which is paramount in any healthcare setting.

The other options are not appropriate steps in this context. For instance, asking for bank account information is unrelated to the medication refill process and could violate privacy regulations. Requesting health insurance details without first addressing the medication refill can lead to unnecessary complications and delays. Additionally, taking no action unless the patient is in the office disregards the importance of efficiently managing refill requests, which can often be handled remotely to improve patient access to medications.