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Demographics Capture & Verification

Patient Access
Cevi AI Agents Workflows Background
HIPAA CompliantReal-Time SyncNo-Code Setup

Automated Patient Demographics Verification

Capture, verify, and maintain accurate patient demographic data across all touchpoints.

148+
Integrations
4
Connected Agents
24/7
Availability

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Demographics Capture & Verification Works

1
AI scans upcoming appointments for patients with data older than 90 days
2
Targeted SMS sent: 'Has your address, phone, or insurance changed?'
3
Patient confirms or updates via mobile-friendly form
4
AI validates against insurance records and updates EHR
Staff dashboard shows green checkmarks for verified patients

Integration capabilities

Cevi can read 4 data types and write 4 data types for Demographics Capture & Verification

Existing patient demographics
read
insurance card data
read
appointment history
read
duplicate patient flags
read
Updated demographics
write
merged duplicate records
write
verified contact information
write
preferred language settings
write

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Build your Demographics Capture & Verification automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Demographics Capture & Verification

Cevi uses probabilistic matching across multiple fields — name variants, DOB, phone, email, SSN last-4, and address — with configurable confidence thresholds to surface likely duplicates without overwhelming staff with false positives.
Yes. Patients can confirm or update their information through a simple SMS conversation or a linked mobile form, no app download required.

Connected agents & workflows

this workflow connects to 4 other Cevi agents for end-to-end automation

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II