eClinicalWorks

Use eClinicalWorks patient lookup to confirm insurance on returning calls

AI receptionist matches incoming calls to existing eClinicalWorks patients and retrieves their on-file insurance, reducing duplicate data entry and speeding appointment booking.

How it pays back

Fewer manual chart lookups

Insurance is confirmed on the call itself; staff spend less time searching eClinicalWorks for patient records.

Faster booking for established patients

Data already verified means appointment can be scheduled and confirmed quickly.

Catch insurance changes between visits

AI flags updates or changes to patient insurance that need to be refreshed in eClinicalWorks before the visit.

Patient matched via phone or name

Phone number or name lookup pulls existing eClinicalWorks record

Insurance confirmed on call

Caller verifies or updates existing coverage; changes captured for staff review

Changes flagged for review

Expired or new insurance noted for staff to update in chart

Frequently asked questions

How does the AI identify an established patient from eClinicalWorks?

The AI uses incoming phone number or caller name to query your eClinicalWorks database in real time. If a match is found, the patient's existing record is pulled and confirmed during the call.

What if a patient's insurance has changed since their last visit?

The AI asks the caller to confirm or update their insurance. Any change is captured and returned to your staff as a structured summary to review and update in eClinicalWorks before the visit.

Does this require any special setup in eClinicalWorks?

The integration uses your existing eClinicalWorks API credentials to securely query patient records. Your IT or vendor can enable this feature during initial setup; it does not require changes to your EMR configuration.

What happens if the caller is not found in eClinicalWorks?

The system treats the call as a new patient intake, capturing all insurance and demographic information from scratch. This is returned as structured data for staff to create a new patient record.

Related reading

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