Skip to main content

Insurance Verification

Real-time insurance eligibility and benefit verification

Complexity: Simple | Duration: 5-15m | Category: Industry/Healthcare

Tags: insurance verification eligibility healthcare

Workflow Diagram

Steps

Step 1: Collect insurance info

Agent: revenue

specialist - Gather policy details

Step 2: Query payer

Agent: revenue

specialist - Check eligibility electronically

Step 3: Verify benefits

Agent: revenue

specialist - Confirm coverage details

Step 4: Calculate responsibility

Agent: revenue

specialist - Determine patient portion

Step 5: Update registration

Agent: healthcare

specialist - Record in system

Step 6: Notify patient

Agent: notification

specialist - Communicate costs

Usage

To execute this workflow:

/workflow industry/healthcare/insurance-verification.workflow

See other workflows in this category for related automation patterns.