formisoft

Know coverage before the patient arrives.

Patients add their insurance card on intake. Your team confirms active coverage from the chart in one click.

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Insurance checks are a pay-as-you-go Front Desk add-on, with no monthly fee.

Insurance details on a patient chart with coverage verified

The problem

Coverage problems show up at check-in, or later as a denied claim.

The playbook

  1. 01The patient adds insurance on intakeCard photos, carrier, and member ID, from their phone.
  2. 02The details land on the chartInsurance fields fill the patient record. Nothing to retype.
  3. 03Staff click Verify insuranceFormisoft checks eligibility with the payer in real time, using your practice NPI.
  4. 04The result is savedThe chart shows verified or failed, so billing knows who to follow up with.

What you need

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.

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

More playbooks

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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