Medical Insurance Verification Software That Has Your Back

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.

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.

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.

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.

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.