insurance eligibility verification
Every night the agents pull tomorrow’s schedule and run eligibility on every patient — vision and medical. You walk in to one screen: everything green is ready, and the one red row is your whole to-do list.
swipe the screen to explore →
the daytime version
Front desks spend hours logging into portal after portal, checking benefits one patient at a time — usually the morning of, often while the patient stands at the counter. Miss one and you’re eating the cost or chasing the patient for weeks.
how it works
step 01
Every night the agents pull tomorrow’s appointments straight from RevolutionEHR. No list to export, nothing to remember.
step 02
Vision and medical, every patient — copays, allowances, deductibles, authorizations. The same checks your staff does, at 2 am, in minutes.
step 03
A full benefit summary PDF lands in each patient’s chart before sunrise. Anything that didn’t verify is flagged with a task for your staff.
the morning screen
Eleven green dots, benefits already in every chart. The one patient the run couldn’t verify sits at the top in red — with a task and everything the agents found, so the call takes two minutes instead of becoming a surprise at the counter.
8:02 am · coffee still hot
Today · 12 patients
11 ready · 1 needs you
✓ benefit PDF attached to every chart
what gets checked
Vision plans — VSP, EyeMed, Davis Vision, Spectera — come back with the numbers your optical actually quotes from: exam copay, frame allowance, contact lens allowance, when benefits reset.
Medical runs too. Aetna, Medicare, UHC, Cigna, BCBS — checked through Stedi’s clearinghouse network for copays, deductible progress, and out-of-pocket remaining.
unlimited checks · no per-verification fee
See the full list of plans →VSP Choice · Sarah M.
benefit summary
filed to RevolutionEHR · 2:14 am
When it’s not sure
If the run can’t confirm a patient — no record on file, a plan it doesn’t recognize, a name that doesn’t match — it never guesses. The row goes amber and a task lands on your staff’s list with everything the agents found. The other eleven stay green. You only ever touch the exceptions.
where it fits
Verification goes live after your recall campaign is running — once your EHR integration is in place, the nightly runs start automatically. Intake forms switch on alongside it.
We get into a shared chat with your team, pull your call recordings, and build a custom SOP — services, providers, insurance rules. You edit it, we refine, you sign off.
Learn moreThe first workflow to go live. We pull lapsed patients, re-verify their benefits, and launch a recall campaign — booking exams on reply.
Learn moreNightly insurance verification starts running. Intake forms go out before visits and verify insurance the moment a patient submits.
You are here
Order-pickup texts switch on. Then the call agent — the hardest, highest-touch piece — goes live after-hours first, and we fine-tune it to full coverage.
Learn moreHIPAA-compliantBAA providedyour data stays in your systems
the run starts tonight