Help your clinic's billing team confirm a patient's insurance is active and covered before they ever walk in, eliminating denied claims and check-in delays.
What's Included
- Pre-visit checks: Pull upcoming appointments and verify eligibility 48 hours ahead.
- Benefit summaries: AI drafts a plain-English note on copay, deductible, and coverage limits.
- Prior-auth flags: Highlight visits that need authorization before they happen.
- Staff alerts: Notify the front desk only when coverage is inactive or unclear.
How To Use
- Connect your scheduling tool so new appointments trigger the workflow.
- Map each patient to their payer and member ID fields.
- Let an AI agent draft eligibility and benefit summaries for review.
- Route exceptions to staff and log results back to your records.
Pair this with the Patient Intake Automation or browse ready-made AI agents to handle verification end to end.