Benefit verification

Know the coverage before the patient sits down.

Know the coverage before the patient sits down.

Know the coverage before the patient sits down.

No more long hold music or juggling payer portals. Eligibility and benefits are verified electronically — copay, deductible, remaining visits, and auth requirements — before the first appointment, from a payer list of more than 1,000 insurance companies.

Fast

Convenient

Accurate

Eligibility — Sarah Mitchell

Verified ✓

Cigna PPO

ID U84 2210 887

checked 7:02 AM

Copay — specialist

$30.00

Deductible

$450.00 of $500.00 met

Coinsurance

20%

Visit limit

12 remaining of 20

Authorization required

No ✓

1,000+ payers

Including all major carriers

Immediate results

No phone calls, no separate payer logins. One click returns the full benefit picture in seconds.

No data entry

Insurance details pre-populate from digital intake — verification runs without retyping a thing.

Understand coverage

Deductible, copay, coinsurance, remaining visits, and auth requirements — critical plan details, plainly stated.

Tomorrow’s schedule — eligibility

Ran overnight

Robert Chen · BCBS PPO

Active ✓

Priya Kumar · Aetna HMO

Active ✓

Elena Vasquez · UHC Choice

Coverage Expired — review

Tom Reyes · Medicare B

Active ✓

Needs your attention

1 of 14

Reduce denials

Catch coverage problems before they become denied claims.

Catch coverage problems before they become denied claims.

Catch coverage problems before they become denied claims.

Most denials start at the front desk — a lapsed plan, a changed policy, a missed auth requirement. Verifying every visit before it happens removes those errors from your revenue cycle entirely, and the result is written to the patient chart where everyone can see it.

Every scheduled visit checked automatically, not just the first

Results stored on the chart — staff see verified status at a glance

Coverage surprises surface days early, not at check-in

AI Verification agent

The agent checks. The system tracks.

The agent checks. The system tracks.

The agent checks. The system tracks.

The AI verification agent checks eligibility and benefit details for every visit. The system tracks what matters against each case — authorization amounts, expiration dates, visit limits, balances — and surfaces the items that need your team’s review before they become problems.

Agent verifies eligibility, benefits, and plan details automatically

System tracks auth amounts, expiration dates, and visit limits per case

Items to review surfaced for you — nothing slips through the cracks

▾ Items to review (4)

Low visits

1 visit remaining

Balance

Tommy owes $30

Unverified insurance

United Health Care (UHC) benefits have not yet been verified

Missing authorization

No authorization on file

Tracked by the system, flagged for your team — before the visit.

Increase efficiency

Free up the front desk

No more long phone calls or separate payer sites. Verify in seconds; spend the morning on patients.

Improve experience

No surprise bills

Patients hear accurate copay, deductible, and coverage details up front — trust starts at the first visit.

Stay organized

Everything in one place

Verification results live in the patient chart, next to forms, notes, and claims — not in a separate portal.

See PatientStudio benefit verification in action

See PatientStudio benefit verification in action

See PatientStudio benefit verification in action

Manage your entire practice with one, easy-to-use platform.