Smarter Week

How to automate it

How to automate “check insurance eligibility and benefits”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, every day
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Automation

Run insurance eligibility checks automatically before each visit

Batch eligibility checks run the night before and flag only the patients with a problem, instead of checking every patient by hand on payer websites.

Typically saves about 65% of the time2 h to set up
  1. 1Ask your billing team or clearinghouse to turn on batch real-time eligibility (Waystar, Availity, Experian Health or your PM system).
  2. 2Schedule it 1 to 3 days before appointments.
  3. 3Work only the flagged list each morning.
  4. 4Call patients about coverage problems before they arrive.

Tools: Waystar · Availity · Experian Health · Your PM system

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Medical assistant / front deskMedical billing / coding specialist

HourLeak · the 8-minute work audit

How many hours does this cost you?

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Other common tasks for Medical assistants / front desk staff