Healthcare · Billing

Insurance Pre-Auth & Claim Chase

Clear the pre-auths and claims that stall between the clinic and the payer.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent picks up pre-auths and claims open past the window.
  2. Chases the payer or the patient for whatever is missing.
  3. Notifies the ordering provider's team of any additional clinical documentation the payer requests.
  4. Collects and validates the documents or codes the payer asked for, keeping the patient informed of delays without disclosing clinical detail.
  5. Once approved, books the associated appointment or procedure directly.
  6. Escalates a denial or a clinical query to your billing team — it never argues clinical necessity.
  7. Status changes are logged to the CRM for practice-wide visibility.

Data sources

Claim & pre-auth status Payer requirements Patient records (admin) CRM

What it targets

  • Open claims chased Target 98%
  • Claims cleared without staff Target 46%
  • Denials escalated Target 100%