Operations
An AI receptionist does not file a pre-certification. This page sets out what is captured on the call, what arrives in your billing team's queue, what remains a staff task including eligibility and appeals, and why the boundary is drawn that way.
The patient gives their insurance once. Your billing staff receive a summary with the fields a pre-certification needs, rather than a partial record that sends someone back to the phone for a group number.
Your team decides what is accurate enough to submit and what needs checking first. The intake step removes the data gathering, not the professional judgement that sits on top of it.
With the fields pre-populated and consistent, billing staff spend their time chasing authorization status rather than transcribing insurance details from a message.
If a pre-certification is denied, the intake summary still holds the clinical context and the insurance details the original submission was built on, which is the material an appeal or resubmission is assembled from.
Complete insurance capture
Carrier, policy, group ID, and plan type collected in one call
Clinical data bundled
Procedure and indication returned as structured summary for pre-cert
Billing handoff ready
Insurance summary pre-populated with all fields needed for authorization submission
Practice management ready
Patient insurance and appointment details available for your billing workflow
No. Insurance and procedure details are captured during intake and returned as a structured summary. Your staff submit the pre-certification through your existing process or payer portal.
The call captures the insurance information. A live eligibility check depends on your billing or practice management system supporting one; if it does, your practice can run that check against the captured details.
Current insurance is asked for on every booking call. If the carrier or policy has changed, the new details are captured and passed to billing so your records reflect the coverage that will actually be billed.
Your staff own the authorization follow-up and the message to the patient. A confirmation call or text can be sent after your team has submitted, but the status itself comes from your team, not from the intake call.
Your billing team receives the denial and the original intake summary, which holds the clinical context and insurance details captured on the call. That is the basis for contacting the insurer, appealing, or discussing options with the patient.
Capability
Patient intake
Comprehensive insurance and clinical data capture during booking.
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