Healthcare · Scheduling

Insurance Verification at Scheduling

Verify coverage and plan-network status before the appointment.

Apps this needs

Clearinghouse / Payer Eligibility Real-time insurance eligibility, benefits and prior-authorization status. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup

How it works

  1. As soon as an appointment is booked, agent runs a real-time eligibility check via the clearinghouse.
  2. Flags any issue — inactive coverage, out-of-network, referral required — back to the patient with lead time to resolve.
  3. Confirms co-pay/estimated cost-share from the plan benefit summary.
  4. Notifies front desk of any unresolved coverage issue, flagged on the appointment record.

Data sources

Payer eligibility/clearinghouse data Plan benefit summary

What it targets

  • Appointments with verified coverage before visit Target 92%
  • Same-day coverage issues at check-in Target -60%