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Insurance verification · Front-end revenue cycle

Know the coverage before the patient arrives.

A wrong plan or missed referral at the front desk becomes a rejected claim weeks later. We check coverage ahead of the schedule and put the answer where your staff will see it.

Works with your current systemScope and handoffs agreed upfrontBAA before PHI access
Billing specialist and clinician reviewing a claim workflow together

A clear scope. A consistent handoff.

Support designed around real practice work.

Verification only pays off if it happens early enough to act on. We work from your upcoming schedule, confirm the details each visit type needs and flag problems while your office can still call the patient.

01

Confirm coverage

Check the plan on file is the one that will pay.

  • Active coverage and effective dates
  • Primary and secondary order
  • Plan type and network status
  • New insurance capture from the patient
02

Confirm benefits

Give your staff the numbers behind patient conversations.

  • Deductible and out-of-pocket status
  • Copay and coinsurance amounts
  • Visit limits and service exclusions
  • Referral and authorization requirements
03

Flag what needs action

Turn verification results into tasks before the visit.

  • Results recorded in your system
  • Same-day add-on checks by agreed cutoff
  • Inactive coverage alerts to the front desk
  • Handoff to prior authorization

How we begin

A measured start before the work is handed over.

  1. 01

    Review the workflow

    We learn your payers, billing system, current backlog and where this work stalls today.

  2. 02

    Set the scope

    Agree on which queues we own, what stays with your staff and how exceptions come back to you.

  3. 03

    Start with secure access

    Document the handoff and sign a business associate agreement before any PHI is shared.

  4. 04

    Work and review

    We work the agreed queues, record each follow-up and review open items with your practice.

Questions

Before you get started.

We’ll use an initial conversation to understand the work, the current system and the boundaries your practice needs.

How far ahead do you verify?

We agree a window around your schedule, specialty and appointment volume, with a cutoff for same-day and add-on patients.

Where do the results go?

We record results in your practice system or the agreed work queue, so the front desk does not need another tool.

Start with a conversation

Let’s talk about the work you want off your team’s plate.

We’ll discuss your workflow and what a practical service scope could look like. Please don’t share patient details on the call booking form or this website.

Or call (844) 874-2236