What to have ready
- Your accepted payers. The list the AI receptionist should check against.
- A decision on who gets checked: new patients only, or all patients.
- Payer portal logins for payers where the clearinghouse returns nothing. Without them HealOS cannot answer for those payers.
Steps
1
Run a check in the dashboard
Open AI Benefit Verification, find the payer, and run a check with a member id. This shows what the payer returns for your practice.
2
Turn on checks in the receptionist
In the AI Frontdesk settings, turn on Verify benefits before booking and choose who to verify.
3
Add portal logins where needed
For payers that return nothing through the clearinghouse, give us the portal login so HealOS can check there.
How to test
- Run a check in the dashboard for a patient you know is covered.
- Call the AI receptionist as that patient and book a visit. The check appears in Insurance Checks.
What blocks go-live
- The payer returns nothing through the clearinghouse and there is no portal login.
- The receptionist setting is off.