Verification Ops

Coverage confirmed before the patient arrives

Verification Ops: our ops team and vetted partners verify eligibility and benefits for scheduled visits, including the payer calls a portal can't answer, and record the results where your staff will see them.

Run by our ops team and vetted partners

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What's included

This is verification done by people. It pairs with [the Verifier, our insurance agent](/agents/insurance-agent/), which gathers missing details and prepares eligibility before the visit. Our team picks up the cases that need a person on the phone.

  • Eligibility and benefits

    Active coverage, plan details, and the benefits that apply to the visit type.

  • Checked against the schedule

    Upcoming visits verified ahead of the appointment date, working from your schedule.

  • Payer calls

    When a portal doesn't answer the question, someone calls the payer and gets it answered.

  • Coverage details that matter

    Deductibles, copays, referral requirements, and visit limits captured for each check.

  • Results where staff look

    Each result recorded in the place your front desk already works, with the date and source.

  • Problems flagged early

    Inactive coverage, missing referrals, and plan changes sent to your staff before the visit.

How it works

Verification starts from your upcoming schedule and ends with a result your front desk can act on. AI builds the day's verification queue and pre-fills what the portals return, and our team makes the payer calls and confirms each result.

  1. 01

    Pull the upcoming schedule

    We work from the visits on your schedule that need verification under the rules you set.

  2. 02

    Check portals, then call

    Eligibility is checked through payer portals first, and by phone when the portal falls short.

  3. 03

    Issues go to your staff

    Inactive coverage, missing authorizations, and anything that needs a patient conversation goes to your team with the details.

  4. 04

    Result recorded

    Each visit carries its verification result before the patient arrives.

Where the line sits

We verify and record coverage. Patient estimates, financial conversations, and decisions about whether to see a patient stay with your practice.

  • Estimates are yours

    What a patient owes is your practice's call, based on the benefits we record.

  • Patient conversations stay in-house

    If coverage is inactive or a referral is missing, your staff talk to the patient.

  • Verification isn't a payment guarantee

    Payers can change or deny coverage after verification. We record what the payer told us and when.

Works alongside

FAQ

Frequently Asked Questions

The Verifier, our insurance agent, is software that collects missing insurance details and runs eligibility checks through approved connections. Verification Ops is people doing verification, including the payer calls software can't make. Practices can use either one or both.

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