Client Onboarding & IntakePurpose
1.2. Prevent unqualified or fraudulent entries, reduce insurance claim rejections, and ensure all clinical onboarding is compliant.
1.3. Enable rapid, traceable, and automated intake while reducing staff workload in the healthcare therapy sector.
1.4. Synchronize other onboarding actions (e.g., EHR creation, consent request) based on verified information.
Trigger Conditions
2.2. Referral submitted by physician or agency including client contact information.
2.3. Direct contact request via phone/email or automated webchat.
2.4. Insurance pre-authorization request is filed for new therapy client.
Platform Variants
3.1. DocuSign
• Feature/Setting: eSignature envelope for ID and terms verification; configure identity validation workflow and template email triggers.
3.2. Twilio Verify
• Feature/Setting: SMS/voice-based phone number verification; configure API endpoint for pre-onboarding multi-factor authentication.
3.3. Google Cloud Identity Platform
• Feature/Setting: Federated sign-in and document upload; enable ID verification APIs and claims validation.
3.4. Medallia
• Feature/Setting: Real-time feedback for onboarding experience; integrate API to trigger feedback survey post-verification.
3.5. Plaid Identity
• Feature/Setting: Bank and address verification through ID API; integrate form hook for real-time checks.
3.6. Okta Verify
• Feature/Setting: SSO with MFA and custom onboarding flows; use pre-built onboarding authentication webhook.
3.7. Experian CrossCore
• Feature/Setting: Real-time identity and fraud checks; configure API call on form submission or referral intake.
3.8. Salesforce Health Cloud
• Feature/Setting: Intake lead validation via verification rule automation; map onboarding form to Salesforce record triggers.
3.9. Kareo
• Feature/Setting: Insurance verification tool; configure to kick off automated eligibility check via API on patient intake.
3.10. SendGrid
• Feature/Setting: Email address validation service; trigger address validation API on every new onboarding.
3.11. Yoti
• Feature/Setting: Digital ID verification; embed SDK for instant client identification/authentic document upload.
3.12. LexisNexis InstantID
• Feature/Setting: Automated KYC screening; integrate API on intake submission for compliance.
3.13. Clearbit
• Feature/Setting: Verify business or organizational details for minors’ legal guardians; configure Reveal API during intake.
3.14. Healthie
• Feature/Setting: Intake screen for insurance and ID upload; trigger automatic insurance eligibility verification workflow.
3.15. Onfido
• Feature/Setting: Document and biometric ID check; embed onboarding widget and configure webhook for event completion.
3.16. Veriff
• Feature/Setting: Smart ID scanning and database match; provide link post-intake form for client self-verification.
3.17. Microsoft Power Automate
• Feature/Setting: Flow for conditional ID/insurance API calls; logic app connects intake forms with back-end verification.
3.18. Bluefin
• Feature/Setting: PCI/PHI-secure payment data collection; triggered on completion of client identity check.
3.19. ID.me
• Feature/Setting: Government ID and insurance validation; connect with intake page for instant cross-check.
3.20. Zoho CRM
• Feature/Setting: Workflow for duplicate client prevention and real-time phone/email address verification; API-based triggers post-submission.
3.21. AWS Cognito
• Feature/Setting: Pre-authentication trigger for ID & phone/email verification; links directly with intake system.
3.22. Jumio
• Feature/Setting: AI-powered identity and insurance card authentication; configure API for new patient data intake.
Benefits
4.2. Ensures higher acceptance rates by payors with validated insurance and identity.
4.3. Accelerates intake-to-service pipeline while reducing time waste and operational errors.
4.4. Improves client onboarding experience and supports regulatory compliance.
4.5. Reduces fraud and risk exposure during initial therapy intake.