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Eligibility Verification

Accurate Eligibility. Clean Claims. Faster Cash Flow.

We verify insurance coverage, benefits, and authorizations in real time to eliminate errors and improve your revenue cycle performance. Financial certainty for every patient encounter.

Real-Time

Verification Response

99.4%

Data Accuracy Rate

< 1.5%

Eligibility-Related Denials

91.2%

Patient Collection Success

Performance

Eligibility Performance Benchmarks

Matrix

Industry Average

Revix MD Standard

Verification Response Time

24–48 Hours

Real-Time / < 2 Hours

Data Accuracy Rate

72%

99.4%

Eligibility-Related Denials

24%

< 1.5%

Patient Collection Success

64%

91.2%

The Problem

What Practices Lose to Verification Gaps

Preventing Patient Balance Surprises

When eligibility is verified after the service is rendered, the practice is forced into a difficult collection cycle. We move your practice from reactive billing to proactive financial counseling by providing a clear breakdown of co-pays, co- insurance, and remaining deductibles before the appointment.

Eliminating Coverage Gaps

Insurance policies can lapse or change at any time, often without the patient’s knowledge. Our system utilizes Electronic Eligibility Verification (EDI 270/271) to perform instant, automated checks. We re-verify coverage 24 to 48 hours before the scheduled visit to catch last-minute plan terminations.

Our Process

Comprehensive Verification Process

Step One

Real-Time Insurance Validation (EDI 270/271 & HETS)

CAQH CORE compliant responses in under 20 seconds. We leverage Medicare HETS for Part A/B status and navigate state-specific MMIS portals for Medicaid requirements across all 50 states.

Step Two

Forensic Benefit Deep-Dives

We verify exact remaining deductibles, confirm coverage for specific CPT codes, track out-of-pocket maximums, and verify HSA and FSA balances to facilitate immediate point-of-service collections.

Step Three

Prior Authorization & Ongoing Monitoring

We identify if a procedure requires pre-authorization and verify that existing authorizations have sufficient remaining units. For active treatment plans, we provide ongoing eligibility monitoring.

Step Four

Coordination of Benefits & Insurance Discovery

We manage behavioral health carve-out vendors (Optum, Carelon, Evernorth) and our Insurance Discovery service identifies active coverage for patients who erroneously present as self-pay, recovering 5–10% of previously lost revenue.

2026 Standards

What Practices Lose to Verification Gaps

Specialty

Specialty Expertise

Behavioral health carve-out management plus support for oncology, orthopedics, and primary care.

Compliance

No Surprises Act

Accurate, real-time benefits to help your practice comply with Good Faith Estimate (GFE) requirements.

Integration

EHR-Native Integration

Direct login to SimplePractice, TherapyNotes, Kipu and more. SOC 2 and HIPAA-compliant data security.

Onboarding

Seamless 30-Day Implementation

01

Diagnostic Audit

7-day review of current verification bottlenecks and denial patterns to identify revenue leaks.

02

Secure System Sync

Establishing encrypted access to your EHR and setting up automated EDI 270/271 triggers.

03

Real-Time Go-Live

Our Verification Team begins daily audits of your schedule, ensuring every patient is verified.

04

Performance Reporting

Weekly reports showing your reduction in eligibility denials and increase in at-the-door collections.

Don't let your revenue depend on a
manual billing strategy

Real-time verification. Proactive collection. Total revenue integrity for every

patient encounter.
Request Your Free Eligibility Workflow Audit
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