Insurance Verification · Real-time

Verify before they walk in.

Real-time eligibility checks, deductible status, and benefit breakdowns delivered to your front desk before every appointment. No surprise denials. No surprise patient bills.

Real-time insurance eligibility verification on a healthcare technology dashboard
Verification, done right

Eligibility data your team can actually use.

Not just "active / inactive." A complete benefits picture, in plain English, ready for the front desk.

Real-time eligibility

Direct payer connections. Verification in seconds, not days. Refreshed before every visit.

Deductible & copay status

How much is met, how much is left, what the patient owes today. Front-desk-ready.

Custom benefit breakdowns

Plain-English summaries tailored to your specialty. Coverage limits, exclusions, prior auths.

Pre-appointment alerts

Inactive plans, exhausted benefits, or prior auth needed flagged 48 hours before the visit.

EHR-integrated

Verification results posted right into your EHR. No copy-paste. No PDFs to print.

Detailed audit trail

Every verification logged with timestamp, source, and snapshot. Bulletproof for disputes.

Eligibility FAQ

Insurance verification, demystified

How we verify, what we deliver, and why front desks love it.

What does your verification include?

Active coverage status, plan effective and termination dates, copay, coinsurance, deductible (individual and family, met to date and remaining), out-of-pocket maximum, secondary insurance coordination, in-network status of your providers, and service-specific benefits (PT visits remaining, mental health visit caps, DME requirements, and so on).

How fast do you complete a verification?

New patient verifications turn around in under 24 hours, often same day. Established patient re-verifications run on a rolling schedule (every 30, 60, or 90 days depending on your specialty) so coverage changes never sneak up on you. Urgent same-day requests get prioritized.

Do you handle prior authorizations too?

Yes. Once we identify a service that requires prior auth, we initiate, follow through, and document the auth number. Pre-auth tracking includes expiration dates so you don't lose authorization between visits. Common procedures, surgeries, imaging, and certain medications are routinely auth'd before the visit.

How does this reduce front-desk workload?

A front-desk staffer typically spends 15 to 25 minutes per new patient on the phone with insurance. We move that off your team. They get a one-page benefits summary they can hand the patient at check-in, with the patient responsibility already calculated.

What does the benefits summary look like?

A clean one-pager: patient name, plan name, member ID, copay, deductible status, coinsurance, OOP max, in-network status, service-specific limits, and next step (collect $X at check-in, prior auth pending, secondary insurance on file, etc.). Front desk reads it in 15 seconds, patient signs it, you bill cleanly.

Can you integrate with our practice management system?

Most modern PMs (Athenahealth, Kareo, eClinicalWorks, AdvancedMD, NextGen, DrChrono, Practice Fusion) support automated eligibility queries. We layer on top of those for the data the automated check misses, especially benefit limits and prior auth requirements that real-time eligibility responses don't include.

What about Medicaid plans where coverage changes constantly?

Medicaid managed care plans churn often, especially during redetermination cycles. We re-verify Medicaid patients every 30 days as a default. After the post-PHE unwind, that cadence has caught more lost coverage at check-in than any other intervention we recommend.

Free, no-obligation

See what your practice is leaving on the table.

30-minute free billing audit. We'll surface the leaks (undercoding, denials never appealed, eligibility errors) and quantify the dollars you can recover this quarter.

What you get

  • A line-by-line review of your last 90 days of claims
  • Specialty benchmark on clean-claim ratio & days in A/R
  • A written estimate of recoverable revenue this quarter
  • Zero pressure. Zero commitment.