The problem it solves
When patients update insurance information, benefits verification needs to happen before their next appointment. Without an automated alert, E&B teams discover changes only when claims are denied.
What's included
- Automatic check whenever a client's insurance information is added or updated
- Task created for the eligibility and benefits (E&B) team
- Task includes payer name, member ID, policy holder, date of birth, relationship, and card upload links
- Planned as a Healthie-managed pilot automation, not yet live
How it works
Trigger: client adds or updates insurance information. Steps: create a task assigned to the eligibility and benefits (E&B) team, populated with payer name, member ID, policy holder, date of birth, relationship, and card upload links — so benefits verification can begin immediately.
Task Creation on Insurance Added or Updated creates a task for the eligibility and benefits team whenever a client adds or updates their insurance information, so verification can start before the next visit. It's built for billing teams that need to catch coverage changes before claims are denied, and requires the Billing and Automate modules. The task is populated with payer name, member ID, policy holder, date of birth, relationship, and card upload links. This is a planned pilot automation; it isn't live yet.
