formisoft

Know a patient's coverage before the visit.

Check eligibility from the insurance on file and see the result on the chart.

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Insurance on the patient chart marked Coverage verified

Coverage on the chart

Verified, failed, or pending, right on the patient.

One-click checks

Staff run a real-time eligibility check from the record.

Pay per check

Pay only for the checks you run. No monthly fee.

How it works

  1. 01Collect insurance at intakeCarrier, member ID, and birth date come from the form.
  2. 02Run the checkOne click from the patient chart.
  3. 03See the resultVerified coverage, or a flag before the visit.

Questions

When insurance information is collected on intake or updated on the patient chart, staff run a Verify insurance check from the patient record. Formisoft sends a real-time eligibility request using your practice NPI and the patient's member ID and date of birth. The payer response updates insurance status on the patient record (verified, failed, or pending).

The patient record is marked failed so billing can follow up, for example by messaging the patient from the inbox to update their card.

Yes. From the patient record, staff can run an eligibility check at any time. Useful when a patient calls with updated insurance.

It is a pay-as-you-go Front Desk add-on with no monthly fee. We share the per-check price on your call.

Works with

Get every patient ready before the visit.

Book a short call. We set it up with you.

BAA included · We set up your front desk

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