Eligibility pulled automatically before the visit
Coverage status pulled and attached to the patient record ahead of the appointment, instead of discovered at check-in or after the claim is filed.
Verifying a patient's coverage before an appointment means checking eligibility, remaining benefits, and plan specifics, often by calling the insurer directly because the practice management system's own eligibility check doesn't cover everything a treatment plan needs. Multiply that by every patient on the schedule and it's a real chunk of the week.
A basic eligibility check through your practice management system handles the simple cases. Where it breaks down is plan-specific detail, exact remaining benefits, frequency limitations, whether a specific procedure is covered, which often still means a phone call or a portal check per insurer.
We connect what can genuinely be automated, eligibility pulls, benefit lookups where the payer supports it, and surface it in the patient record before the appointment, so the front desk's time goes to the calls that actually need a human, not every single patient on the schedule.
Coverage status pulled and attached to the patient record ahead of the appointment, instead of discovered at check-in or after the claim is filed.
Remaining benefits and frequency limitations surfaced where your front desk already looks, instead of a separate portal login per insurer.
A patient whose coverage can't be verified automatically gets flagged for a call, instead of discovered as a surprise denial after the claim is filed.
What gets billed matches what was actually confirmed as covered, cutting down on denials caused by a mismatch between verification and the claim.
The result isn't zero phone calls, some payers still require one. It's the front desk's time going to the verifications that genuinely need a person, instead of every patient on the schedule.
Tell us how verification works at your practice today. We'll tell you what's realistic to automate.
Let's talk →For basic cases, usually. It typically doesn't cover plan-specific detail like exact remaining benefits or frequency limitations, which is where the real manual work still is.
A claim that's denied after verification usually means something changed or was missed. We can also flag denial patterns so your team catches a payer-specific issue before it repeats across multiple patients.
Depends on what each payer supports for automated eligibility checks. Tell us who you bill most and we'll tell you what's realistic to automate versus what still needs a call.
Yes. Tell us what you need, we'll tell you what it takes and what it costs. You decide from there.