Medical Insurance Verification
Eligibility and Benefits Verification Salesforce
By Cloud Maven, IncIT & Administration
- Rating
- 5.0
- Reviews
- 11
- Pricing
- Paid
- From $500 per company per month
- Listed since
- 2019
About Medical Insurance Verification
Verify Patient Eligibility and Benefits Instantly Inside Salesforce
Medical Insurance Verification provides a way for you to determine whether or not a patient has coverage by bringing eligibility and benefits verification into Salesforce. Our solution connects to over 1,100 payers allowing healthcare professionals to verify eligibility, benefits, and authorization for a patient’s treatment.
The system has been developed with both security and compliance in mind; therefore we ensure that patient data is protected during the entire process while streamlining workflows at the front desk and billing. Medical Insurance Verification operates in both Health Cloud and Service Cloud.
✔️Verify eligibility and benefits in real time inside Salesforce
✔️Access to information from over 1,100 commercial, Medicare and Medicaid payers
✔️Check coverage, copays, coinsurance and the limits of benefits
✔️Confirm that a policy is valid and patient’s information is correct
✔️Check authorization and referrals instantly
✔️Do procedure-verification for over 187 service types
✔️Automatically update patient records in Salesforce
✔️Keep data safe with HIPAA-security and encrypted data handling
Highlights
- ✔️Medical Insurance Verification Checks Eligibility and Benefits Get instant verification of patient’s eligibility and benefits in real time directly within Salesforce. You get complete clarity on active coverage, copays, coinsurance, and benefits.
- ✔️Verify Patient Eligibility Across 1,100+ Payers Including Medicare and Medicaid • Supports over 1,100 commercial payers • Includes Medicare and Medicaid • No more portal hopping or phone calls • Faster responses for front desk and billing staff
- ✔️Check Authorization and Referral Status in Salesforce Get instant verification of authorization or referrals required for the treatment of patients, so that the staff can move forward with confidence. This reduces claim denials and delivers faster care
- ✔️Confirm Policy Status and Patient Demographics • Confirm the policy is active • Verify the demographics info for patients • Review the benefit limits • Identify exclusions based on coverage • Enhanced process for insurance policy validation
- ✔️Verify Coverage for 187+ Procedures to Prevent Billing Issues You can verify coverage for over 187 different procedures. Identify coverage gaps early to prevent billing issues and reduce write-offs.
- ✔️Keep Eligibility and Benefits Verification HIPAA-Compliant • We protect data from start to finish • All data is stored and transmitted securely • All activities are logged • The cloud environment follows HIPAA rules
- ✔️Update Eligibility and Benefits Records Automatically in Salesforce • Maintains accuracy of the records • No manual follow ups required • Supports your insurance workflows • One source of information for billing and care decisions
- ✔️Run Eligibility and Benefits Verification in Health Cloud and Service Cloud • Works with Health Cloud and Service Cloud • Utilizes Salesforce APIs • Integrates with external tools • Embeds verification into your operations
- ✔️Reduce Claim Denials by Verifying Patient Eligibility at Intake By verifying patient eligibility and benefits at the onset of treatment, you reduce claim denials & increase reimbursement velocity.
Screenshots

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Pricing
Paid, from $500 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $500 per company | Monthly |
1. Every customer will get a free monthly 1000 verification check. 2. Monthly overage over 1000 will be charged at 20 cents per insurance verification check.
The publisher offers discounts.
Compatibility
- Works with
- Service Cloud
- Health Cloud
- Customer Data Platform
- Requires
- Revenue Cloud
- Experience Cloud
- Health Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on June 13, 2023
- Industries
- Healthcare & Life Sciences
- Professional Services
- Public Sector
- Languages
- English
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