Stop finding lapsed coverage after the denial
Before tomorrow's schedule, someone works down the list: open the payer portal, enter the member ID, read coverage, copays, deductibles, and whether a referral or authorization is needed, then type it into the PM system.
When the list is long, checks get skipped or pushed to check-in. Coverage that lapsed shows up weeks later as a denial.
Recheck coverage, because it keeps changing
It repeats for every visit
Coverage can change between visits, so the same patient is checked again and again.
Benefits detail is buried
Copays, deductibles, and auth requirements sit on different screens for each payer.
Skipped checks become denials
Lapsed coverage is found only after the claim comes back denied.
Hand the front desk only the coverage problems
Clicks handles
- Pulls upcoming appointments from your schedule
- Checks eligibility, benefits, and patient responsibility with each payer
- Flags lapsed or changed coverage before the visit
- Notes whether a referral or authorization is required
- Writes results into the PM system for the front desk
Your team keeps
- Financial counseling and self-pay arrangements
- Patient communication
- Coverage exception decisions