Booking-Triggered Insurance Eligibility Pre-Check
A done-for-you healthcare automation built for the Front Office Supervisor, connecting Slack and Google Sheets so the work below happens on its own.
What this automation does, step by step
As soon as a patient books an appointment online or by phone, this automation automatically pings the practice's clearinghouse to run an eligibility check against the insurance information on file, pulling back plan status, deductible remaining, and copay amount within seconds.
Appointments that come back with inactive coverage or a plan mismatch are flagged immediately in a shared queue the front office supervisor reviews each morning, giving staff time to reach the patient before the visit instead of discovering a coverage gap at checkout.
Clean checks are logged silently so no one wastes time re-verifying coverage that's already confirmed.
Front offices running this catch the majority of coverage problems days before the patient ever walks in, instead of finding out during an awkward conversation at the counter.
- 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 (eligibility 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
Manually, a front office supervisor is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. 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
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