Smarter Week

How to automate it

How to automate “wait on hold with insurance companies about claims”

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

60 min
typically, every day
45%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Check claim status in portals or with AI calling instead of waiting on hold

Claim status checks through clearinghouse or payer portals take seconds. For payers that need a call, AI calling services can now wait on hold and get the answer for you.

Typically saves about 40% of the time1 h to set up
  1. 1Use automated claim status checks in your clearinghouse (Waystar, Availity) before calling.
  2. 2Bookmark payer portals and save logins in a password manager.
  3. 3Ask your manager about AI calling services for payer calls (for example Infinitus or Thoughtful AI).
  4. 4Keep phone calls for complex appeals.

Tools: Waystar · Availity · Infinitus · Thoughtful AI

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.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Medical billing / coding specialists