Eligibility Agent
Nobody likes billing surprises — not your patients, and not your front desk staff. The Eligibility Agent checks insurance coverage, copays, deductibles, and prior authorization requirements the moment a patient schedules. It works across 900+ payers, so you never have to log into a portal or make a phone call just to confirm someone is covered.
How It Works
Four steps from setup to results — no IT project required.
Connect your scheduler
The agent watches your scheduling system in real time. When a new appointment is created, it automatically pulls the patient's insurance information.
Verify with payers
A 270 EDI transaction is sent to the patient's insurance plan. Within seconds, the 271 response comes back with full coverage details.
Flag issues early
If coverage is inactive, a prior auth is required, or the patient is out-of-network, your front desk is alerted immediately — days before the visit.
Deliver benefits breakdown
Copay, deductible remaining, and coinsurance are surfaced right in your PM system, so staff can collect accurately at check-in.
What It Does
Every capability included, out of the box.
Common Use Cases
Works With Your Stack
Frequently Asked Questions
Real questions from practices evaluating this agent.
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Ready to deploy Eligibility Agent?
Talk to our team about how this agent fits your practice. 14-day deployment, no long-term contracts, 30-day money-back guarantee.
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