Benefits Verification in the sidebar. A check asks the payer, in real time, whether the patient is covered and what the patient owes.
Run a check
Check Eligibility → choose the payer, enter the member ID, patient name and date of birth, and the provider you are billing as. The result comes back as an outcome (Active Coverage and the rest), a Benefits Summary, and a breakdown by service type — copay, co-insurance, deductible, and what has been met so far for the calendar year.
Save the provider and billing details as a template once and you will not retype them; templates also keep a bulk run consistent.
Check a whole schedule
Check your whole schedule runs the day's or week's appointments in one pass, so the front desk starts the morning with a list instead of a queue of phone calls. Results export for your billing team.
The other three checks
- Coordination of benefits (COB) — which plan is primary when a patient has more than one.
- Insurance discovery — finding coverage for a patient who does not know their plan or has nothing on file.
- MBI lookup — retrieving a Medicare Beneficiary Identifier from name, date of birth and social details.
When a check fails
Most failures are data, not coverage:
- Member ID mismatch. Copy the exact member ID from the payer's own response — dashes and prefixes matter.
- Name or date of birth. They must match the payer's record, not your chart's nickname.
- Missing address or ZIP. Some payers require the full billing address before they will answer; the form tells you which field is missing.
- Provider details. An NPI or organisation name the payer does not recognise fails every check under that template.
A payer that is simply down returns an error rather than a coverage answer — retry later, and tell us if the same payer fails all day.
The AI receptionist can also verify benefits before it books, if you enable it. See Booking with your EHR.