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Medmonk
Medmonk simplified insurance, copay and financial assistance workflows as part of its patient access platform.
Read the case study →Healthcare solution · Insurance Verification
Insurance checked before the patient arrives.
Verify eligibility and benefits automatically when an appointment or therapy is scheduled, and flag problems while there is still time to fix them.
The challenge
Coverage surprises are expensive
When insurance is checked late, or by phone, problems surface at the worst moment: at the appointment, at the pharmacy or when a claim is denied. Staff spend hours on hold, and patients face unexpected costs.
Devstax automates verification so every new appointment or therapy request triggers an eligibility and benefits check. Results are attached to the patient record, and your team is alerted only when coverage is missing, expired or needs extra steps.
What it automates
What runs on its own
- Eligibility checks when an appointment or therapy is scheduled
- Benefits and copay details attached to the patient record
- Re-checks before recurring treatments
- Alerts for inactive, missing or changed coverage
- Hand-off to financial assistance workflows when needed
Before and after
Insurance Verification, step by step
- Call the insurer for each patienthours
- Write down benefits by handminutes
- Discover coverage issues at the visitdays
- Rebook or chase financial assistancedays
- Repeat before every treatmenthours
- TriggerAppointment or therapy is scheduled
- ActionChecks eligibility and benefits automatically
- CheckFlags missing or changed coverage
- NotifyAlerts staff and starts assistance if needed
Runs 24/7 · every step logged
Benefits
What your team gets
Fewer surprises
Coverage problems are found days before the appointment.
Less time on hold
Routine checks no longer need a phone call.
Clearer patient costs
Copay and benefits are known up front.
Fewer denied claims
Treatments start with verified coverage.
How we deliver it
From first call to live automation
Map
We review when and how coverage is checked today.
Design
We define the triggers, data needed and exception rules.
Build
Verification, record updates and alerts are built and connected.
Launch
We go live and tune the rules with your billing team.
Proof
Built and running in production
FAQ
Common questions
What is insurance verification automation?
It checks a patient's eligibility and benefits automatically when care is scheduled, instead of staff calling insurers for each patient.
When does verification run?
When an appointment or therapy is scheduled, and again before recurring treatments, on rules you define.
What happens when coverage is a problem?
Your team gets an alert with the details, and the case can move straight into a financial assistance workflow.
Does it replace our billing team?
No. It removes routine checks so your team can focus on the cases that need attention.
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AI
Ready to automate this in your business?
Book a free 30-minute audit. We will map your current process and show you what can run on its own.