Insurance Verification Pre-Appointment Workflow
Automated workflow collects insurance information via secure forms days before appointment, flags missing/expired insura
What This Automation Does
How It Works
Appointment in 5 Days
Time-based trigger
Insurance on File?
Check insurance_verified status
Insurance Request
Upload current insurance card photo + link
Secure Form
Patient uploads front/back of card
Update Record
Store info, set verified = true
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
HIPAA compliant
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