Pre-visit insurance
verification for healthcare practices
Verifying coverage before appointments helps reduce surprises at check-in. Our team performs eligibility and benefits checks ahead of visits using the payer portals and processes you authorize.
What's included
- Eligibility verification
- Benefits checks
- Prior authorization status follow-up
- Documentation in your system
- Exception flagging to your team
Who it's for
Problems we help with
- Coverage issues found at check-in
- Staff time spent on payer calls
- Delayed or denied claims
How it works
Requirements call
We discuss your workflows, volumes, hours of coverage and the systems your team uses.
Process documentation
Scripts, checklists and escalation paths are documented and agreed with you.
Pilot
A limited start lets both sides confirm quality and communication before scaling.
Ongoing review
Regular check-ins cover quality, feedback and any changes to your process.
Onboarding & communication: Access, data-handling and compliance requirements are agreed contractually before any work begins.
Frequently asked questions
Can I submit patient details through your website?
No, please do not send patient health information (PHI) through regular website contact forms. Secure data transmission channels and agreements are established during onboarding.
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