Insurance verification services for healthcare practices

An AssistMedix insurance verification assistant checks eligibility and benefits before every visit, so coverage issues get caught at scheduling instead of after the claim is denied. A dedicated, HIPAA-trained assistant working in your EHR, usually live within about a day.

✅ HIPAA-trained  ✅ BAA signed  ✅ All U.S. hours

Admin queue Tue · today
8:30Charts prepped — 6 patientsUpdated
9:15Insurance eligibility — batchVerified
10:00Referral → cardiologySent
11:20New patient recordsFiled
1:30Prior-auth packet — J. ReedSubmitted
2:45Faxes triaged — 14Cleared
3:30Chart notes reconciledUpdated
4:00Weekly ops reportReady
Front-end revenue cycle

What our insurance verification assistants handle

A dedicated assistant who confirms coverage before the patient sits down, so your front desk and your billing team are not finding out about a problem after the fact.

Eligibility checks before every visit

Active coverage confirmed at scheduling and again before the appointment, so a lapsed plan never shows up as a surprise at check-in.

Benefits breakdown and cost estimates

Copays, coinsurance, deductibles, and remaining balances confirmed so your team and the patient both know what to expect.

Coordination of benefits

Primary and secondary coverage identified and sequenced correctly, so claims do not bounce back for a COB mismatch.

Authorization requirements flagged early

Services that need prior approval get caught during verification, not after the claim is already denied.

Accurate patient data on file

Names, dates of birth, member IDs, and group numbers checked against the payer, so a typo does not trigger an automatic rejection.

Re-verification for recurring patients

Coverage changes between visits get caught by checking again, not by assuming last month’s plan still applies.

What makes us different

Why choose an AssistMedix insurance verification assistant

A trained assistant who treats verification as the first line of defense for your revenue, not a box to check on the way to the exam room.

Trained for payers : Knows how payers actually respond

Trained on real-time eligibility tools, payer portals, and phone verification, so coverage gets confirmed the way your payers actually expect it.

Dedicated : The same assistant, every day

One dedicated assistant who learns your payer mix and your practice’s patterns, not a rotating pool that starts from zero each time.

Works in your EHR : Documents in your system

Verification results logged directly in the EHR or practice-management system you already use, right where your front desk and billing team look.

Compliant : HIPAA-trained, BAA on file

Trained on HIPAA before day one, with a signed Business Associate Agreement covering every check and every call to a payer.

Fast onboarding : Live in about a day

Not weeks of interviews and start dates. Our target is roughly one day from signed agreement to an assistant verifying your patients.

Founder-led : Value pricing, owner service

Fair, competitive pricing without the race to the bottom, and a direct line to the founder rather than a rotating account manager.

How our help can make your practise easier

How insurance verification helps your practice

01

Fewer denials

Stop losing revenue before the claim is even filed. Most eligibility-related denials trace back to something that was checkable in advance. Catching an inactive plan or a missing authorization before the visit means one less claim that comes back unpaid.

02

Faster payments

Cleaner claims move faster through the payer. A claim that goes out with verified coverage and accurate patient data has a much easier path to payment. Fewer rejections mean fewer resubmissions sitting in your A/R.

03

Better patient experience

Patients know their costs before they walk in. Nobody likes a billing surprise. When copays and coverage are confirmed ahead of time, patients arrive knowing what they owe, and your front desk is not stuck explaining a claim denial after the fact.

Schedule a Consultation

Get the Delegation Process Started

Step 1: Tell us what you need

Share your requirements with us—it only takes 30 seconds!

Step 2: Get an instant quote

We’ll send you a quote for our virtual assistant service right away. You can also schedule a quick call with our project manager to discuss the details.

Step 3: Kick things off

Finalize the payment, and let’s start delegating tasks to your new virtual assistant!
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read service FAQ’s

An insurance verification assistant confirms a patient’s coverage, benefits, and any authorization requirements before their visit. That includes checking active eligibility, copays and deductibles, coordination of benefits when there is more than one insurer, and flagging services that need prior approval, all logged in your EHR before the appointment happens.

Insurance verification happens on the front end, before the visit, confirming coverage so the claim goes out clean. A billing assistant works the back end after the visit, submitting claims, working denials, and following up on payment. Many practices use both, since accurate verification up front means fewer problems for billing to chase later.

Your assistant checks eligibility through the payer portals, clearinghouses, and phone verification your practice already relies on, and logs results directly in your EHR or practice-management system.

Yes. Every AssistMedix assistant is HIPAA-trained before working with a practice, and we sign a Business Associate Agreement (BAA) with you. PHI is handled to the same standard you would expect from staff sitting in your office, whether they are checking a portal or on the phone with a payer.

Typically at scheduling and again shortly before the appointment, so a plan that lapsed or changed in between gets caught before the patient arrives rather than after the claim is filed.

Yes. While verifying benefits, your assistant flags any service that requires prior authorization and can submit and track those requests, so approvals are in hand before the visit instead of holding up the claim afterward.

A lot less. You avoid the salary, payroll taxes, benefits, and training cost of an in-house hire, while getting the same eligibility checks done by a dedicated, trained assistant.

Fast — our target is about one day from a signed agreement to an assistant actively working your back office. Instead of a multi-week cycle of shortlists, interviews, and start dates, we match you and get your queue moving quickly.

Yes. If your visit volume grows or you add a provider, you can add hours or another assistant without renegotiating a contract. The model is built to flex with your schedule.

Our assistants are based in the Philippines and India, are fluent in professional English, and are trained specifically for U.S. healthcare eligibility and payer processes. They cover all U.S. business hours.