How it runs
AI reads the insurance card from the intake form
Checks the dates and the plan name against your list
Flags problems and asks the patient by text for a new card
Notes the result on the record before the visit
What you get
Front desk starts the day with a list of what is already fixed.
Where it is used
Questions
Which integration does this?
The documents integration, sometimes with a second one for the follow-up. It is priced as one integration.
How long until it runs?
Four weeks from the first call, like every integration: audit, build and test, go live watched, tune monthly.
What stays with a person?
Anything with money in it until you say otherwise, any caller who asks for a person, and anything the AI is not sure about.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do