Our capabilities

Benefit Verification Worklist

Know who needs a detailed benefit check, and spend staff time only where it counts.

Benefit verification worklist

The Right Check for Every Patient

  1. Patients sorted

    Patients are sorted automatically by who may need a benefit check.

  2. Eligibility checked

    Real-time eligibility fills the worklist with the relevant insurance details.

  3. Plan detected

    Medicare vs. Medicare Advantage and coverage end dates are caught automatically.

  4. Team decides

    Your team decides who needs a detailed check with the payer, so staff time goes where it counts.

  5. Logged and reconciled

    Every verification is tracked, logged, audited and reconciled against payer checks.

Every verification has a clear status

  1. Sorted
  2. Checked
  3. Verified
  4. Audited
  • Smarter use of staff time
  • Fewer eligibility surprises

See It in Action

Two patients on the benefit verification worklist, each with plan type, eligibility result and a yes or no choice for a full benefit check
  1. Synced with your EMRInsurance and demographics pulled from your EMR in one click.
  2. Eligibility checkedAn eligibility response for every visit, with its date. Inactive coverage stands out.
  3. Plan and historyThe plan type, and when this patient last had a full benefit check.
  4. Your team decidesOne click sends a patient for a full benefit check, or not.
The benefit verification worklist. Sample data.

What's Included

  • Patients sorted automatically by who may need a benefit check
  • Worklist filled with the relevant insurance details
  • Your team decides who needs a detailed benefit analysis
  • Every verification tracked, logged and audited
  • Verifications reconciled against eligibility and payer portal checks
  • Medicare vs. Medicare Advantage caught automatically

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