FRONT DESK & VERIFICATION TEAMS
Get the benefits details. Keep your day moving.
When a portal leaves a question unanswered, the next step is often a phone call. Give your assistant the patient details, the planned service, and the questions your team needs answered. It works the phone menu, waits on hold, and records what the representative says.
See this workflowWhat to have ready
- Patient identity and member ID from your authorized records
- Plan name, provider-service number, and intended service date
- Rendering provider and the service or procedure to ask about
- The exact benefits questions and when staff should join
THE WORK BEHIND THE CALL
The appointment is coming up. The coverage question is still open.
Eligibility work is rarely just an active-or-inactive answer. Your team may need to clarify network status, a service-specific benefit, a referral requirement, or a remaining deductible. One missing detail can mean another call. A specific brief keeps the conversation focused and gives the next staff member a usable record.
Start with the right department.
Find published phone, fax and email routes, with source dates and plan-specific details.
Find healthcare contactsQuestions worth
getting answered.
- 01
Is coverage active for the intended date of service?
- 02
What copay, coinsurance, and deductible information applies to this service?
- 03
Does the service require a referral or prior authorization?
- 04
Is the rendering provider in network for this particular plan?
- 05
What is the representative’s name and the call reference number?
What your team
gets back.
- Coverage and effective dates reported by the payer
- Service-specific benefits and any missing answers
- Referral, authorization, or network exceptions
- Representative, reference number, and next step
A benefits quote is not a guarantee of payment. Your team reviews the payer’s answers and resolves conflicting or incomplete information before relying on it.
A few more details.
Insurance verificationDoes this replace a payer portal or electronic eligibility check?
Use the channel that answers the question reliably. DialClerk is designed for phone follow-up when a portal or existing eligibility workflow leaves something unresolved. Direct EDI and EHR integrations are not currently included.
Can we run verification calls for more than one patient?
The office workflow supports worklists: one task template with multiple patient rows. Each row keeps its own call, answers, and exceptions. Available calling capacity is configured for the office.
What happens if the representative needs more information?
Choose a call mode that brings staff in when needed. The assistant can contact the designated staff member, provide a private briefing, and connect them after they are ready.
The next thing on your list.
Prior authorization follow-up
Follow up on pending prior authorizations by phone. Capture status, missing information, reference numbers, and next steps with staff in control.
For medical assistants
An AI calling assistant for medical assistants and office staff. Delegate hold time, payer follow-up, and coordination calls while keeping control.
LET’S TAKE ONE THING OFF YOUR LIST
Meet your office’s
new calling assistant.
See a workflow. Ask your questions.
Find out where an extra hand would help.