Skip to main contentAt a Glance
The Insurance Intake page can automate insurance form collection. It can also auto-text patients after their visit for updated information if a remittance comes back showing inactive insurance.
Core Feature Walkthrough
Insurance Intake Flow
- A patient’s insurance receives a coverage-related denial.
- That patient receives a post-visit text to update their insurance information in the patient portal.
- They log in into their patient portal and get redirected to the Insurance Confirmation Form.
- The Insurance Confirmation Form consists of three instances of the form below: one for each of primary, secondary, and tertiary insurance.
For each instance, there are three options that can be chosen:
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Current Insurance: Writes back the current appointment insurance into the form
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New Insurance: A blank form, patient adds new insurance information to be updated in the appointment
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No Insurance: Patient chooses to self-pay for the appointment
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Patient fills in their information and submits
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Eligibility check is run on the primary insurance
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Insurance Update flow concludes
