Intake & Eligibility Verification

Access specialist verifies new patient eligibility and collects required demographics.

CUSTOMER INITIATES VIA In-Person / Phone

New patient arrives at facility for appointment and access specialist verifies insurance and completes intake.

Access Specialist: "New patient admission — verify eligibility"

Verifies identity, insurance coverage, collects required demographics, flags gaps. 2-3 min vs 10-15 min. No billing delays.

⏱️ 2-3 min | ✅ No delays | 📊 Complete records

75% faster eligibility verification (2-3 min vs 10-15 min)

Zero billing delays from incomplete intake

100% insurance verification accuracy

Reduced denial rates from 8.2% to 0.3%

01 — Identity Verification

Confirming patient identity

Name, DOB, SSN verified against state ID. Match confirmed.

02 — Insurance Lookup

Retrieving insurance information

Patient has active Blue Cross Blue Shield coverage. Group: ACME Corp. Effective date: 7/1/2026. Copay: $25.

03 — Demographics Collection

Gathering required information

Collected: emergency contact, pharmacy, primary care physician, allergies, current medications. All fields complete.

04 — Eligibility Confirmation

Confirming coverage is active

Insurance is active and current. No deductible met yet. Patient responsible for copay and any deductible.

Priage Response

Patient Eligible: YES
Insurance: Blue Cross Blue Shield
Copay: $25
Records: Complete
Ready for care delivery

This is one workflow. See how the same framework applies across your institution.

Run Interactive Demo