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Insurance Verification & Eligibility

Insurance & Billing
Cevi AI Agents Workflows Background
Real-Time SyncMulti-PayerError Prevention

Automated Insurance Verification & Eligibility Checks

Automatically verify patient insurance eligibility and benefits before every visit.

148+
Integrations
6
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 Insurance Verification & Eligibility Works

1
Appointment booked triggers initial 270/271 eligibility check
2
AI retrieves: active status, plan details, copay, deductible remaining, coinsurance, prior auth needs
3
Results stored in EHR and appointment record
4
48 hours before visit: AI re-verifies eligibility and flags any changes
5
If coverage issue detected: staff alert + optional patient notification
Day-of visit: front desk sees verified coverage details and patient responsibility amount

Integration capabilities

Cevi can read 7 data types and write 5 data types for Insurance Verification & Eligibility

Insurance plan details
read
eligibility status
read
benefit summaries
read
copay/deductible/coinsurance amounts
read
prior auth requirements
read
payer directories
read
coordination of benefits
read
Verified eligibility status
write
benefit details
write
coverage alerts
write
patient financial responsibility estimates
write
insurance flags on appointments
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 Insurance Verification & Eligibility automation with AI

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

Frequently asked questions about Insurance Verification & Eligibility

Cevi verifies eligibility with 2,000+ commercial, Medicare, and Medicaid payers through our clearinghouse integrations with Availity, Change Healthcare, pVerify, and Stedi.
The AI performs coordination of benefits analysis, identifying primary and secondary payers, and runs eligibility checks against each plan to determine correct billing order.
The AI flags the appointment for manual verification and provides staff with the payer's phone number and the specific information needed to verify coverage.

Ready to automate your practice?

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