Medical Insurance Verification Software That Has Your Back

Stop chasing down payments and letting eligibility errors kill your revenue cycle. Promptly’s automated insurance verification software gives your staff back their day, ends claim denials, and creates a transparent financial experience for your patients—all before they ever walk in the door.

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Over 400 practices in all 50 states trust Promptly

Prevent insurance denials before they happen

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Unlimited real-time eligibility checks

Ever considered how much time you’ve wasted on hold? Our system performs unlimited real-time insurance eligibility (RTE) checks, giving you instant, accurate information on a patient's status and adding more time to your schedule.

The best part? Practices using this feature can anticipate up to a 60% decrease in staff time spent verifying and correcting patient insurance.

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Automated batch verification

Don't wait for a patient to arrive to find out their policy has lapsed. Promptly’s RTE checks run automatically every day, starting up to 10 days before the appointment, to catch issues while you still have time to fix them.


Did you know? One practice even resolved a 48% gap in verified patient insurance after switching to Promptly.

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Comprehensive insurance benefit details

Understanding insurance is an uphill battle. Get all the answers you need in one easy-to-navigate dashboard. We pull detailed co-pay amounts, deductible status, pre-authorization requirements, and more, so your staff can provide accurate estimates.
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‍No, really: On average, Promptly clients save $88,000 a year by consolidating software platforms.

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AI-powered vision insurance checks

Don't just verify—get paid! Our AI-powered tools auto-check all medical and vision benefits, then immediately feed that data into our Patient Cost Estimate (PCE) tool. The result? Instantly calculated, exact out-of-pocket costs for the patients.
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Our stats don't lie: Our practices anticipate an 85% increase in pre-surgery collections.

The cure to your insurance headaches

Store the information you need, when you need it with our compliant, user-friendly data management software.Tired of claim rejections, endless payer phone calls, and patient sticker shock? Promptly’s platform is the solution, automating unlimited RTE checks and even complex authorizations. Our tools empower your staff to eliminate denials, end surprise bills, and collect more money.

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Eliminate manual staff work

Give your front desk back their day. Promptly eliminates the labor-intensive, full-time job of manual insurance checks, allowing your team to focus on patient care, not payer portals.

Access unlimited RTE checks
Automated checks run daily without oversight required
Streamline workflows to save time and money

Create total financial transparency

Snuff out surprise bills for good. Our system provides accurate, real-time information on important insurance financials, creating transparency that reduces staff and patient frustration.

Receive instant, accurate information from our integrated PCE tool
Calculate patient co-pay and deductible remaining
Determine in-network and out-of-network status

Reduce and resolve denials

Proactively solve the top reasons for claim rejections. Our dashboard automatically flags insurance issues, like inactive policies or referral requirements. That way, your team can resolve them before ever seeing the patient, improving their satisfaction.

Cross-references records to pinpoint common insurance issues
Create summary reports for easy resolution
Verify pre-authorization status
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A smarter way to manage insurance claims

Promptly’s customizable insurance verification software helps teams automate their entire pre-visit financial workflow, from eligibility to intake and payment, all on one unified platform.

See our tools in action

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.
CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD
CEO, Utah Eye Center

Real-time integrations with leading healthcare practice management and electronic health record systems

(and many more)

Insurance verification software FAQs
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What is insurance verification software?

Insurance verification software is a tool that automates the process of checking a patient's insurance eligibility and benefits. Instead of having staff manually call insurance companies or log into dozens of different payer portals, the software automatically checks every patient's coverage, co-pay, deductible, and in-network status, then flags any issues on a central dashboard. That way, staff can collaborate with patients to efficiently fix issues—or even prevent them entirely.

How does Promptly's RTE checks work?

Our system is designed to be proactive, not reactive. It automatically runs daily eligibility checks for all patients with appointments up to 10 days out. This gives your staff a huge head start on resolving any flagged issues, like lapsed policies or unmet deductibles, long before the patient arrives. It can also run on short notice for same-day appointments or walk-ins.

Will this actually reduce our claim denials and save time?

Yes! The vast majority of claim denials are due to simple, front-end eligibility issues (like an inactive policy or wrong payer ID). By identifying these problems before the service is rendered, our software allows you to fix them upfront, virtually eliminating this entire category of denials and protecting your revenue.

As for time saved, our results speak for themselves. For one of our clients, Eastern Oklahoma ENT, manually verifying their 200 daily patients was a full-time job for one staff member. After switching to Promptly, that entire manual workflow was automated. Practices using our system can anticipate a 60% decrease in staff time spent just on verifying and correcting insurance.

Why should we choose Promptly over other insurance verification software?

Choosing Promptly means you're not just buying another fragmented verification tool; you're investing in a complete, automated financial workflow. While basic software just tells you if a policy is "active," Promptly was built from the ground up for specialty practices and complex situations, even featuring an AI-powered engine to automate vision authorizations. This verified data instantly feeds our PCE system, which calculates the patient's exact out-of-pocket costs using their benefits. 

This unique, closed-loop system is why our practices can eliminate surprise billing, reduce time spent on verifications, and collect more money—all within a single, unified platform.

How can we get started with Promptly?

We’re excited to get to know your practice! Get in touch using the form at the bottom of this page. Then, you can book a quick, no-pressure demo with our product team so we can understand your practice's specific workflows. From there, we can give you a custom quote. If you're ready to move forward, our onboarding specialists will manage the entire implementation to make sure it's a smooth transition for your team.

See how Promptly can work for you

Streamline your specialty practice with customizable patient experience software.

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