Building a Real-Time Eligibility Verification Workflow

Eligibility is a workflow, not a checkbox

Real-time eligibility only helps when someone owns the exception queue.

Build a standard script: active coverage, plan type, remaining deductible, copay, and prior-auth requirements.

Timing matters

Verify at scheduling and again 24–48 hours before the visit for high-dollar procedures.

Train front desk to escalate inactive policies or secondary-insurance gaps before the patient arrives.

Connect eligibility to claims

AccuMed’s eligibility workflows help practices catch coverage issues early so clean claims start at the door.