eClinicalWorks

Collect and verify insurance details on new patient calls before your staff creates the eClinicalWorks record

AI captures new patient demographics and insurance information during intake, returning a complete summary so staff reviews and creates one accurate chart with all required insurance fields.

How it pays back

Insurance known before first visit

No desk staff asking patients to call back with their card. Insurance details are part of the intake summary, so check-in is faster and billing staff have the data ready.

One chart creation, not three

Staff builds the eClinicalWorks record once with verified insurance, demographics, and contact info—no manual re-entry from insurance cards or paper forms.

Fewer eligibility surprises

Insurance captured at call time allows billing staff to run preliminary eligibility checks before the first visit, flagging coverage gaps early.

Better new patient experience

Callers who answer insurance questions once feel heard and organized. Appointment confirmed, no more requests for information—reduces caller anxiety and no-shows.

New patient intake in a single call

Demographics and insurance gathered before appointment booking

Insurance captured verbally

Patient reads card details; AI records and structures for staff review

Staff-reviewed summary

Before eClinicalWorks chart is created, not after

Ready for billing

Complete insurance data in place for eligibility checks and claim submission

Frequently asked questions

How is new patient identified in eClinicalWorks?

The system searches your eClinicalWorks database by name, DOB, and phone. If no match is found, the caller is treated as new and routed through full intake before appointment booking.

Does the AI ask every new patient for insurance, even if they refuse?

The system attempts to collect insurance as part of intake, but if a patient declines or doesn't have coverage, the AI documents that and allows the call to proceed. Staff sees the note when creating the chart.

Can I customize which insurance fields the AI asks for?

Yes. You can configure the intake to collect carrier, plan name, member ID, group number, or subset thereof, depending on your billing workflow and contract terms.

What if the insurance information the caller provides doesn't match what your records show later?

The AI returns what the caller stated verbatim in the summary. Staff can flag discrepancies and follow up before the visit. This avoids claim denials due to mismatched policy data.

Is there a way to verify insurance accuracy during the call?

No. The system captures and structures what the patient reports. Real-time eligibility verification is a separate tool (often your payer portal or clearinghouse). Staff handles that after the call.

Related reading

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