Workflow
Insurance verification and prior authorization tracking are captured on the patient intake call and returned as a structured summary for your billing team — eliminating separate phone calls and manual form entry.
Instead of intake call, then separate insurance verification call, the AI gathers insurance details during the first call alongside pain history and medications. Your billing team receives one complete structured summary to verify and file.
If the patient mentions prior authorization was required for their last procedure, or the AI detects the procedure type requires pre-approval, it's flagged in the summary and your billing staff receives an alert to follow up with the payer before the procedure date.
Patient does not need to call back with insurance information, and your billing staff do not need to call the patient for card details. All captured on the first call and verified by your team from the structured summary.
All insurance data collected, timestamp of collection, and any questions or gaps are logged. Your billing team can document verification attempts and denials; everything is traceable for compliance reviews.
Insurance captured on call
Member ID, group, plan, and coverage questions all documented in one intake
Prior auth flags generated
Billing team alerted before procedure date for pre-approval verification
Structured summary returned
Staff review and verify; nothing auto-fills the chart without clinical review
Compliance trail logged
Insurance collection timestamp, verification attempts, and denials all recorded
No. Insurance details are captured on the call and returned as a structured summary for your billing team to review, verify, and file. Your team controls what goes into the patient's insurance record — nothing auto-fills without manual verification.
The AI documents what the patient provided and flags any gaps or questions for your billing team in the summary. Your team can follow up with the patient or contact the insurance company to clarify before the procedure date.
During intake, the AI asks if the patient has had similar procedures before and whether prior authorization was required. It also notes the procedure type being scheduled. Your billing team uses this information to determine if pre-approval is needed from the payer.
The AI captures insurance information and returns it to your billing team. Real-time eligibility verification is handled by your team using your payer portal or insurance verification service — your billing staff have the tools and training to do this accurately.
The AI asks if there is secondary coverage. If yes, it captures that information as well and includes it in the structured summary so your billing team can verify both primary and secondary coverage before the procedure.
Core Workflow
Patient intake
How structured intake is captured during calls and returned as staff-reviewed summaries.
Next step
AI receptionist for pain management practices
How call handling differs for pain management practices.
Next step
AI receptionist workflows
Step-by-step workflows for the calls a practice actually gets.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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