How the Verifier is measured
Verification preparation is measured by what is ready before the visit — checks completed, details collected, and exceptions with staff — never by hiding uncertainty behind a green check.
- Visits reviewed earlytrending up+11% vs July342Reviewed before the appointment date.
- Eligibility checks completedtrending up+8% vs July259Through approved connections, with source.
- Missing details collectedtrending up+9% vs July87Requested from patients and recorded.
- Cleared before the visittrending up+12% vs July236A completed status ahead of check-in.
- Exceptions sent to staffsteady by designBy design48Grouped by reason, never hidden.
- Awaiting a staff decisionsteady by designWorked daily19Still open, visible to the team.
Illustrative sample values, not live customer data. We report your team's operational records — we do not promise these numbers, and eligibility information never guarantees coverage or payment.
How verification work becomes a record
The measure of insurance preparation is what your team finds on the morning of the visit. Every upcoming appointment in the workflow carries a recorded state.
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Entered the workflow
Which upcoming visits need insurance preparation, based on rules your team approves.
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Checks and requests
Eligibility checks run through approved connections; missing details requested from patients — each with its source recorded.
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Clear or exception
Every visit ends the preparation window as cleared or as an exception with a reason. Unclear never rounds up to cleared.
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Staff take the exceptions
Interpretation, estimates, and payer follow-up that needs judgment go to people — and the record shows where each item stands.
What your team can review
The exact fields depend on the approved workflow and the connections available to the deployment — these are the views the verification record is built around.
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Preparation lead time
How far ahead of the visit each review happened.
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Checks by source
Which eligibility checks completed, through which approved connection.
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Outstanding patient details
What each visit still needs from the patient.
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Exceptions by reason
Grouped so staff can work them in batches.
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Handoff status
What went to staff, and where it stands.
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An auditable trail
Every status change, reviewable after the fact.
These numbers stay honest
Eligibility information is not a guarantee of payment, and a high cleared count is not a promise about any patient's bill. Uncertainty is reported as an exception — never absorbed to make the board look better.
Security and privacy questions belong in the Security & Compliance review on the trust page.
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No hidden uncertainty
An unclear result counts as an exception, never rounded up to cleared.
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Interpretation stays human
What coverage means for a bill is a staff decision, and the record reflects who made it.
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Connections stay labelled
Checks are only counted through connections labelled for that deployment — available, pilot, planned, or custom.
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No PII in marketing analytics
No patient data, health details, phone numbers, insurance IDs, or free text — ever.
Frequently Asked Questions
See all questionsAre these the numbers we would see?
The board shows illustrative sample values. Your dashboard reports your own verification records — reviews, checks, exceptions, and handoffs — for the connections available to your deployment.
Does a high cleared count guarantee payment?
No. Eligibility and benefit information can change and does not guarantee coverage or reimbursement. Cleared means the preparation work completed — interpretation and estimates stay with your team.
Why are exceptions reported as steady rather than shrinking?
Sending uncertain coverage to staff is the design, not a defect. The useful measure is that exceptions arrive early and grouped by reason — not that the number goes down.
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