Workflow

AI receptionist automates prior auth status calls, insurance verifications, and approval tracking without staff re-dialing patients

Prior authorization holds up procedure scheduling in pain practices. An AI receptionist fields patient calls about insurance approval status, logs updates, and flags denials or holds for your billing or clinical team to resolve.

How it pays back

Eliminate repeated patient calls about insurance

Patient calls once asking for status; the AI logs the answer and notifies your staff. No need for the patient to call back every 2 days or for your staff to chase the insurance company repeatedly.

Catch insurance denials and appeals early

When a patient reports a denial, the AI immediately alerts your clinical or billing team with the denial reason and insurance contact info. Your team has days to appeal, not weeks after the patient discovers it on procedure day.

Reduce appointment cancellations due to insurance issues

Prior auth status is confirmed before the appointment. Patients whose approvals are pending are rescheduled to a date after expected approval, not cancelled the morning of.

Free billing staff from manual insurance calls

The AI gathers patient-reported status and escalates; your staff focus on insurance company calls, appeals, and policy review—not fielding dozens of patient status checks.

Insurance status calls answered by AI

No voicemail for prior auth questions

Insurance verifications completed on first contact

Member ID, procedure code, and coverage level captured during intake

Denials escalated to staff immediately

Appeal window tracked; denial reason and insurer contact logged

Follow-up calls proactively scheduled

AI calls patient on expected approval date to confirm and re-book if needed

Frequently asked questions

Can the AI actually verify insurance coverage or is it just collecting patient self-reports?

The AI collects patient-reported information on the call (member ID, procedure name, coverage status as they understand it). For full verification, your billing staff or the AI can call the insurance company directly. The AI logs what the patient reported as a structured summary for your team to review and validate with the insurer.

What happens if a patient says their insurance denial is wrong?

The AI captures the denial code, reason, and patient's explanation. This escalates immediately to your clinical or billing team, who can reach out to the insurance company to dispute or request reconsideration. The AI logs the escalation so no action is lost.

How does the AI schedule a follow-up call if approval is still pending?

The AI asks: 'When should we expect approval?' If the patient says 5-7 business days, the AI schedules a callback for day 7. If approval hasn't arrived by then, the AI calls the patient to check status and offer to reschedule the procedure or escalate to billing.

Does the AI handle workers' comp or no-fault insurance differently?

Yes. Your practice can configure the AI to handle workers' comp and no-fault cases differently—asking for claim number, attorney info, or employer details as needed. These calls are flagged and routed to your workers' comp team if not handled by the AI.

What if a patient calls about a pre-authorization that was denied before the procedure date?

The AI captures the denial, escalates it immediately to your clinical team, and offers to reschedule once appeals are submitted or an alternative procedure is authorized. The patient doesn't show up on procedure day to discover the insurance won't cover.

Related reading

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