Billing & Insurance AI Workflows

We build and manage 7 AI workflows for automate payment recovery, eligibility verification, prior-auth routing, and real-time payment sync across systems.

Reduces denials by 40%

The Challenge

Why this matters

Healthcare organizations face real, measurable pain in billing & insurance workflows. Here's what we see every day.

15% average claim denial rate

The healthcare industry averages a 15% claim denial rate. Each denied claim costs an average of $25 to rework and can take weeks to resolve.

Eligibility not checked before visits

When insurance eligibility isn't verified before the appointment, practices face surprise denials and patients get unexpected bills.

Failed payments untracked

When a credit card charge fails, most practices lose the revenue unless a staff member manually notices and follows up.

Prior authorization bottlenecks

Prior auth documentation is manually assembled, causing delays in patient care and revenue recognition.

Solutions

AI Workflows We Build

7 AI workflows we build and manage for billing & insurance. Click any card to see how we deliver it.

Failed Payment Resolution

When a payment gateway registers a failed charge, automatically log and trigger resolution workflow.

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Self-Pay Case Flagging

When eligibility check shows self-pay or out-of-network, tag the patient and trigger cost-estimate workflow.

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Real-Time Payment Sync

When a payment is confirmed, automatically update the patient profile across all systems.

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Invoice Payment CRM Update

When an invoice is marked paid in billing system, instantly update the CRM record.

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Prior-Auth Document Automation

When patients submit insurance cards or lab orders through intake portal, automatically process and route.

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Benefits Verification Notifications

When benefits verification is completed, automatically notify patients and clinical teams of results.

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Pre-Visit Eligibility Tickets

When an intake form arrives, automatically pass demographics to eligibility check and create a verification ticket.

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Process

How It Works

Unlike self-serve platforms, we handle everything. Three steps to AI-powered billing & insurance workflows.

1. Assess

We audit your current billing & insurance workflows, identify bottlenecks, and map which automations deliver the highest ROI.

Timeline
1-2 weeks

2. Build

We configure integrations, build automation pipelines, and test everything with your real data before going live.

Timeline
2-4 weeks

3. Run

We monitor, maintain, and optimize your automations on an ongoing basis. You focus on patients, we handle the tech.

Timeline
Managed for you

Integrations

Systems We Connect

We connect with 100+ healthcare systems. Here are the tools we integrate most often for billing & insurance.

Stripe
Square
Candidhealth
pVerify
QuickBooks
Waystar

Don't see your system? Contact us — we integrate with virtually any healthcare platform via API, HL7, or FHIR.

FAQ

Frequently Asked Questions

How do you reduce claim denials?

We automate pre-visit eligibility checks and prior-auth document assembly. By catching issues before the appointment, we dramatically reduce downstream denials.

Can you recover failed payments automatically?

Yes. When a payment gateway registers a failed charge, we log it, notify your billing team, send the patient a retry link, and escalate unresolved cases.

Do you integrate with our billing software?

We work with all major platforms including Stripe, Square, Candidhealth, pVerify, QuickBooks, and Waystar for end-to-end billing automation.

How does eligibility verification automation work?

When an intake form arrives, we extract demographics and insurance info, run an automatic eligibility check, and create a verification ticket with results for your team.

Can you handle self-pay patient workflows?

When an eligibility check shows self-pay or out-of-network, we automatically tag the patient, generate a cost estimate, and offer payment plan options.

Ready to Automate Billing & Insurance?

Book a free assessment and we'll map your billing & insurance workflows, identify quick wins, and show you exactly what we'd automate first.