Insurance Verification Pre-Appointment Workflow
Automated workflow collects insurance information via secure forms days before appointment, flags missing/expired insura
ComplexHealthcareSaves 15-25 hours/week
What This Automation Does
Automated workflow collects insurance information via secure forms days before appointment, flags missing/expired insurance, notifies patient and front desk.
How It Works
1
Appointment in 5 Days
Time-based trigger
2
Insurance on File?
Check insurance_verified status
3
Insurance Request
Upload current insurance card photo + link
4
Secure Form
Patient uploads front/back of card
5
Update Record
Store info, set verified = true
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
HIPAA compliant