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Registration & Financial Information

Insurance Verification Overview 

Financial Clearance

The Financial Clearance Department at WakeMed verifies insurance, authorization requirements, and compliance with CMS guidelines for all planned procedures or admissions at all WakeMed facilities. The teams you may be familiar with are the Surgery Team — Finance and Accounting Representatives and our Preadmissions — Registered Nurses. Additionally, we provide estimates to patients at their request, call patients pre-procedure to confirm accurate demographic information, provide and attempt to collect their patient responsibility, and explain payment options including Commerce Loans for eligible patients. 

Tip Sheet

Visit the Financial Clearance Tip Sheet to navigate some common situations.


Financial Clearance Alert(as of May 2023)

Below are known errors for specific payers 
If you encounter new issues, please reach out to Financial Clearance.




Carelon may show WM as OON – BCBS NC has provided an exception for these instances with proper documentation until 3/31 when issue should be resolved

Estimates Inquiry

At WakeMed we are committed to billing and pricing transparency, and we are pleased to offer estimates within WakeMed MyChart and via phone by calling 919-350-7808.

Before requesting an estimate, please visit Get an Estimate to learn: 

  • How to get an estimate
  • Information needed for MyChart or requests made via phone
  • Information included and not included in the WakeMed estimate. 
    • These estimates are only for services rendered at a WakeMed hospital by a WakeMed Physician and do not include services provided by non-WakeMed physicians or non-WakeMed facility charges. 
    • These estimates also do not include other professional services like pathology, radiology, or anesthesiology, which are billed separately by those service providers.

Pre-Service and Point of Service Collections

  • Collect expected amount due:
    • Out-of-Network Deposits as applicable
    • Specialty lenses, Bariatric and Cosmetic Surgeries amounts 
  • Collect previous balance


Careline: 919-350-2273, Option 1 for surgery