Automated Insurance Verification Pre-Check
A done-for-you healthcare automation built for the Patient Access Representative, connecting Slack and Google Sheets so the work below happens on its own.
What this automation does, step by step
Exactly 48 hours before every scheduled appointment, this automation pings the payer's eligibility API directly through the clearinghouse and pulls back the patient's active coverage status, plan type, and copay amount.
Appointments that come back with inactive coverage, a terminated plan, or a mismatch between the patient's stated insurance and what's on file are flagged immediately to the front office team, giving staff a full day and a half to reach the patient before they show up expecting a visit their insurance won't cover.
Clean verifications are logged silently so no one wastes time double-checking coverage that's already confirmed.
Front offices using this catch coverage problems before the visit instead of during checkout, when the only options left are an awkward conversation or an unpaid claim.
- Clearinghouse with eligibility API (e.g., Availity or Change Healthcare)
- Practice management software
- Zapier or Make.com
- Slack or email (coverage flag alerts)
- Google Sheets (verification log)
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
Handled by hand, a patient access representative spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
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
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