Patient Intake & OnboardingPurpose
1.2. Ensure accurate eligibility checks, reducing manual errors and processing time for addiction recovery centers.
1.3. Expedite pre-authorization, reduce patient wait time, and improve onboarding experience.
Trigger Conditions
2.2. Receipt of patient insurance document upload or data entry.
2.3. Scheduled batch verification for pre-registered patients.
Platform Variants
3.1. Salesforce Health Cloud
• Feature/Setting: Workflow Rule triggers on new patient; invoke External Services for eligibility via payer API.
• Sample: Configure "Health Insurance Verification" flow with Health Cloud Integration.
3.2. Epic EMR
• Feature/Setting: Interconnect API; insurance verification triggered by patient registration event.
• Sample: Connect Interconnect insurance eligibility endpoint to intake process.
3.3. Cerner Millennium
• Feature/Setting: FHIR API InsurancePlan resource; event-based automation for eligibility requests.
• Sample: "OnPatientAdmit" integration triggers API call to payer.
3.4. Athenahealth
• Feature/Setting: /insuranceendpoint API; webhook-based patient registration trigger.
• Sample: Configure "Patient.Added" webhook to invoke insurance API.
3.5. AdvancedMD
• Feature/Setting: Insurance eligibility check rule in Scheduler; API for automated EDI 270 file submission.
• Sample: Automation Policy runs EDI check on appointment creation.
3.6. NextGen Healthcare
• Feature/Setting: Integration Engine event; HL7 message triggers insurance verification API.
• Sample: Configure inbound HL7 trigger for insurance check process.
3.7. Kareo
• Feature/Setting: Scheduling API event; batch insurance eligibility check.
• Sample: Trigger batch process nightly for new intakes.
3.8. eClinicalWorks
• Feature/Setting: custom insurance eligibility web service; intake triggers REST API call.
• Sample: REST call triggered upon saving patient intake record.
3.9. Vericred
• Feature/Setting: Eligibility Endpoint; REST API call for eligibility.
• Sample: POST /v1/eligibilities with patient data on intake.
3.10. Availity
• Feature/Setting: Real-Time Eligibility API; automated eligibility response.
• Sample: Configure portal integration for API trigger on intake.
3.11. Change Healthcare API
• Feature/Setting: /eligibility endpoint for payers; REST integration on form submission.
• Sample: Automate eligibility call during onboarding.
3.12. Redox
• Feature/Setting: Data model "PatientAdmin.NewPatient"; triggers insurance verification through Redox API.
• Sample: On NewPatient, fire Redox eligibility check.
3.13. Eligible API
• Feature/Setting: Eligibility/Check endpoint; real-time eligibility.
• Sample: POST to /eligibility with demographics and insurance fields.
3.14. PokitDok
• Feature/Setting: Eligibility endpoint; auto verification flow post-intake.
• Sample: POST /eligibility API on new patient registration.
3.15. Talos
• Feature/Setting: Insurance eligibility verification; integration with intake forms.
• Sample: Automatic call on "form_submitted" event.
3.16. SimplePractice
• Feature/Setting: Automated eligibility check rule after client intake.
• Sample: Eligibility task on "New Appointment" workflow.
3.17. Hint Health
• Feature/Setting: Practice API for insurance verification; Intake workflow connection.
• Sample: Invoke /v1/insurance-eligibility after form completion.
3.18. Greenway Health
• Feature/Setting: Prime Suite Automated Eligibility Check; scheduled workflow event.
• Sample: Eligibility check nightly for all new registrations.
3.19. Meditech Expanse
• Feature/Setting: Web Services for Real-Time Eligibility Inquiry; event-based API call.
• Sample: Upon patient admit, query insurer via web service.
3.20. DocuSign
• Feature/Setting: PowerForms with data-collected webhook; trigger insurance verification workflow.
• Sample: Webhook event "envelopeCompleted" invokes eligibility check API.
Benefits
4.2. Increases intake throughput for addiction treatment centers.
4.3. Provides real-time status updates for patient onboarding.
4.4. Enables compliance with insurance and privacy regulations.
4.5. Improves patient satisfaction by minimizing wait times.