Eligibility and benefits
Eligibility, verified upfront.
Docflow checks eligibility and benefits on every new order, finds the insurance when it's unknown, and puts the answer on the order before your team spends time on it.
This is how you try Docflow: a 30-day pilot, fully refundable if you're not satisfied.
Reserve your start week.
Coverage surprises cost the most.
Orders built on old coverage
The plan ended last month. Nobody knew until the claim came back.
Unknown insurance
The referral says Medicaid, maybe. Someone has to find out which plan.
Checks done one at a time
A portal search for every patient, on every new order.
Checked before anyone touches the order.
- 01
Pull the details
Patient, payer and items from the order.
- 02
Check coverage
On the payer's portal or through a clearinghouse.
- 03
Find what's missing
Search for active coverage when the insurance is unknown or out of date.
- 04
Update the order
Plan, effective dates, and whether prior auth is needed, on the order.
The answers your team needs to move.
Active coverage and plan dates
Whether the plan is active today, and when it started and ends.
Medicaid and secondary coverage
State Medicaid plans and secondary insurance, checked too.
Insurance discovery
Active coverage found when the referral doesn't say, or says the wrong plan.
Prior auth needed?
Items that need prior auth flagged, so that work starts right away.
It doesn't guess on coverage.
When the answer is unclear, or the coverage on file has changed, Docflow sends it to your team with what it found.
Sent to your team
Coverage ended last month
The plan on file ended September 30. A Medicaid plan has been active since October 1. Update the order to the new payer?
Eligibility questions.
Which payers can it check?
Commercial plans, Medicare Advantage, Medicaid and Medicare. Search the list on our coverage page.
Does it update our system?
Yes. The results go on the order in your billing software, whether that's Brightree or another system.
Can it check benefits, not just eligibility?
Yes, where the payer shares them: deductibles, coverage for the item, and whether prior auth is required.
How fast can we start?
With a 30-day pilot on your real work. If you're not satisfied, you get a full refund.
Start automating your eligibility checks today.
See it check coverage on your payers in a demo, then go live with a 30-day pilot.
This is how you try Docflow: a 30-day pilot, fully refundable if you're not satisfied.
Reserve your start week.
HIPAA compliant
SOC 2® Type 1Always on, always improving