Service overview
A Clearer Picture Before Every Visit.
We help verify patient coverage, benefits and authorization requirements before a visit, so your team can identify missing information and prepare for billing.
Insurance eligibility checks
Review available coverage and benefit details before the visit so your team can prepare with clearer information.
Pre-authorization tracking
Track authorization requests and unresolved requirements so outstanding items remain visible.
Visit Preparation Updates
Coverage questions and pending requests are communicated to staff preparing the scheduled service.
What We Handle
Practical eligibility verification / pre-authorization support across your practice, including:
- Insurance eligibility checks
- Benefits verification
- Copay and deductible details
- Referral requirements
- Pre-authorization tracking
- Coverage updates
Our Eligibility Verification & Pre-Authorization Process
A Clear, Coordinated Approach Before Every Visit.
- 1
Collect Patient Details
Gather patient, insurance, and planned visit information from the scheduling workflow.
- 2
Verify Insurance Eligibility
Check available insurance coverage and confirm the patient's eligibility for the scheduled service.
- 3
Review Benefits
Review available benefit details, including copay, deductible, and applicable coverage information.
- 4
Check Referral Requirements
Identify whether a referral or additional payer requirement is needed for the planned visit or service.
- 5
Identify Authorization Needs
Determine whether pre-authorization is required and document the applicable requirements.
- 6
Track Authorization Requests
Monitor authorization requests and follow up on outstanding or unresolved requirements.
- 7
Record Coverage Updates
Document coverage, benefit, authorization, and payer updates so the information remains visible to the team.
- 8
Share Visit Readiness
Share verified information, authorization status, and unresolved items with the team preparing for the visit.
Setting Up Eligibility Verification / Pre-Authorization
Before eligibility verification / pre-authorization begins, confirm the records, responsibilities and review arrangements described below.
01Review Scheduling Inputs
Identify the visit and insurance details supplied before verification.
Define the Check Scope
Agree which benefit, referral and authorization items are reviewed.
Set Request Ownership
Confirm who supplies clinical records and follows up on outstanding requests.
Choose Readiness Updates
Agree when and how the practice receives verified details and pending items.
Service value
Useful Preparation Before the Scheduled Service
The value of verification is a documented view of available benefits and outstanding requirements that your team can use when preparing the visit.
Recorded Benefit Details
Keep the information received during verification available for the practice.
Pending Request Awareness
Make unresolved authorization work visible to scheduling and billing contacts.
Informed Patient Conversations
Give your team confirmed details and open questions to discuss with patients.
Frequently Asked Questions
What details do you need before a check?
Patient identifiers, current insurance information and the planned service are the starting point. Additional information may be requested for a particular coverage or authorization question.
Does verification or authorization guarantee payment?
No. The information received supports visit preparation; it does not promise that the eventual claim will be paid.
How are pending authorizations communicated?
We record the available status, outstanding information and next follow-up action, then share these through the readiness workflow agreed with your practice.
Ready to get started?
Bring Coverage Questions Into the Visit Preparation Workflow
Discuss your scheduling lead times and the coverage or authorization items your staff need to track.
Talk to Our Team
