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Automate Insurance Verification — Fewer Denials, Faster Revenue

Verify insurance eligibility automatically before every visit. Catch coverage issues before the patient arrives, reduce claim denials, and accelerate your revenue cycle.

See It in ActionAll Automations
72%
Reduction in claim denials
3 hrs
Daily staff time saved
$45K
Annual revenue recovered
99%
Pre-visit verification rate

The Problem

Manual insurance verification eats hours of staff time daily. Eligibility is checked inconsistently, resulting in claim denials that cost $25-50 each to rework — if they're recovered at all. When a patient arrives with inactive or incorrect insurance, the visit becomes a revenue risk. Automated pre-visit verification catches these issues 24-48 hours before the appointment.

How It Works

A simple, automated workflow that runs in the background.

1

Appointment Trigger

When a patient books an appointment, the verification workflow is automatically initiated — no staff action needed.

2

Data Extraction

Insurance information is pulled from the patient's intake form or existing EHR record automatically.

3

Eligibility Check

Automated queries are sent to payer portals or clearinghouses to verify active coverage, copay amounts, and deductible status.

4

Results Logged

Verification results are logged directly in your EHR/practice management system for the provider and billing team.

5

Issue Alerts

If coverage is inactive, benefits exhausted, or prior auth needed, staff receive an immediate alert with next steps.

Benefits

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Reduce Claim Denials

Catch inactive coverage, wrong plan details, and prior auth needs before the visit — not after billing.

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Faster Revenue Cycle

Clean claims get paid faster. Automated verification means fewer rework loops and shorter days in A/R.

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Save Staff Hours

Eliminate hours of daily phone calls to insurance companies and manual portal lookups.

✓

Better Patient Experience

No surprise bills or coverage denials. Patients know their financial responsibility before they arrive.

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Batch Verification

Verify all appointments for the next day (or week) in a single automated batch run.

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Real-Time Alerts

Staff are notified immediately when an issue is found, with enough lead time to resolve it before the visit.

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HIPAA Compliance

PHI is handled via encrypted channels throughout the verification process. Business Associate Agreements (BAAs) are maintained with all insurance data providers and clearinghouses. The HIPAA Minimum Necessary standard is enforced — only required data elements are transmitted for eligibility verification.

Learn more about our HIPAA compliance →

Integrations

Connects with the systems your practice already uses.

EHR / practice management systemsInsurance payer portalsClearinghouses (Availity, Change Healthcare)Patient intake formsBilling systems

Frequently Asked Questions

Which insurance payers do you support?+
We support all major commercial payers (Blue Cross, Aetna, UHC, Cigna, Humana, etc.), Medicare, Medicaid, and most regional plans. Coverage verification is done through clearinghouse connections that support 2,000+ payer IDs.
How far in advance are appointments verified?+
By default, verification runs 48 hours before each appointment, giving your team time to resolve any issues. Rush verifications for same-day appointments are also supported.
What happens if a patient's insurance is inactive?+
Your front desk receives an immediate alert with details. They can contact the patient before the visit to update insurance information, discuss self-pay options, or reschedule if needed — avoiding day-of surprises.
Does this replace our billing team?+
No — it empowers them. Automated verification handles the repetitive eligibility check so your billing team can focus on complex cases, prior authorisations, and denial management that requires human expertise.

See This Automation in Action

Book a free demo and we'll show you exactly how this automation works for your practice. No commitment required.

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