Insurance AI
Benefits gathered before the visit.
Insurance AI gathers a patient's benefits before the visit so your team can review the estimate.
How it works
1Visit details confirmed
Patient, subscriber, plan and visit date are checked.
2Benefits gathered
Each benefit fact is recorded with where it came from.
3Gaps flagged
Check point
Anything missing or unclear is marked unknown. Unknown benefits are never turned into an estimate.
4Team reviews
Your team reviews
Your team checks the summary before anything is shared with the patient.
Example
Coverage is active but the frequency limit isn't listed. It shows that as unknown, not as covered.
What your team receives
- A benefits summary with sources
- A list of unknowns to call about
- An estimate only where the facts support one
Limits and setup
Active coverage is not a promise of payment.
This page explains the workflow. It runs for your practice only after we assess, connect and test your practice systems.
Questions about Insurance AI
Live use depends on a connection we assess and test for your practice systems.
How practice connections work- Is active coverage a payment guarantee?
- No. The payer decides after the claim. The estimate is for your team to review.
- What happens when a fact is missing?
- It shows as unknown. It is never counted as zero.
- Does this replace your insurance verification service?
- No. It supports it. See our Insurance Verification page for the service.
Works well with
- Claims & Revenue AIClaims from what was documented
- Collections AIPolite reminders on confirmed balances
- Treatment Coordinator AINext steps for approved care
Plan Insurance AI for your practice.
Talk to us