Annual Insurance Re-Verification Sweep
A done-for-you healthcare automation built for the Revenue Cycle Manager, connecting Slack so the work below happens on its own.
What this automation does, step by step
At the start of each plan year, the automation automatically re-verifies insurance eligibility for every active patient ahead of their next scheduled visit, catching a plan change, a lapsed policy, or a new deductible before the patient ever sits down in the exam room, instead of the revenue cycle manager's team discovering the coverage change only after a claim gets denied weeks later.
Running this sweep proactively at the start of the year, when the largest share of plan changes actually happen, meaningfully reduces the volume of denied claims and awkward billing surprises that used to pile up every January.
- Availity or insurance eligibility API
- Zapier or Make.com
- Practice management platform (e.g., athenahealth or Kareo)
- Slack (internal deadline alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a revenue cycle manager has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It's the kind of work that quietly eats hours every week.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
Often built alongside this one
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