Insurance Card Capture

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

Insurance Card Capture with Instant Verification

Let patients snap a photo of their insurance card via SMS or patient portal, and Cevi's AI handles the rest.

148+
Integrations
5
Connected Agents
24/7
Availability

Start for Free

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 Insurance Card Capture Works

1
Patient receives SMS: 'Please reply with a photo of the front and back of your insurance card'
2
AI extracts payer name, member ID, group number, plan type via OCR
3
Real-time eligibility check confirms active coverage
4
Benefit details (copay, deductible, coinsurance) retrieved and stored
5
Patient receives confirmation: 'Your Blue Cross PPO plan is verified. Your copay for this visit is $30.'
Insurance data auto-populated in EHR

Integration capabilities

Cevi can read 4 data types and write 5 data types for Insurance Card Capture

Insurance card images
read
payer directories
read
eligibility databases
read
existing insurance on file
read
Insurance plan details
write
payer information
write
member/group IDs
write
coverage status
write
benefit summaries
write

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Start for Free

Works with 148+ integrations

Insurance Card Capture connects to your existing EHR, scheduling, billing, and communication tools

AdvancedMD
AdvancedMD
EHR & Practice Management
Athenahealth
Athenahealth
EHR & Practice Management
Canvas Medical
Canvas Medical
EHR & Practice Management
Cerbo
Cerbo
EHR & Practice Management
Charm EMR
Charm EMR
EHR & Practice Management
Cliniko
Cliniko
EHR & Practice Management
DrChrono
DrChrono
EHR & Practice Management
Elation
Elation
EHR & Practice Management
Epic Systems
Epic Systems
EHR & Practice Management
Healthie
Healthie
EHR & Practice Management
ModMed
ModMed
EHR & Practice Management
Nextech
Nextech
EHR & Practice Management
OpenEMR
OpenEMR
EHR & Practice Management
Practice EHR
Practice EHR
EHR & Practice Management
Ritten
Ritten
EHR & Practice Management
Welkin Health
Welkin Health
EHR & Practice Management
Zenoti EMR
Zenoti EMR
EHR & Practice Management
eClinicalWorks
eClinicalWorks
EHR & Practice Management
Alleva
Alleva
EHR & Practice Management
BestNotes
BestNotes
EHR & Practice Management
CentralReach
CentralReach
EHR & Practice Management
CureMD
CureMD
EHR & Practice Management
Healow
Healow
EHR & Practice Management
Jane
Jane
EHR & Practice Management

Build your Insurance Card Capture automation with AI

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

Frequently asked questions about Insurance Card Capture

Cevi's AI will attempt to process the image and request a retake if critical fields can't be extracted with specific guidance like 'Please retake in better lighting.'
Yes. The system recognizes card layouts from 4,000+ national carriers including Medicare, Medicaid, and commercial plans.
End-to-end — from photo submission to verified eligibility in the EHR — typically takes under 30 seconds.

Ready to automate your practice?

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