We run it for you. Send us up to 300 patients and you get a coverage report within 24 hours: who is active, inactive, lapsed, or terminated, and how much revenue is at risk.
Four steps to a complete patient insurance check. Here's exactly what happens when you send us your list.
On the call we scope your list and put a Business Associate Agreement in place. Then you send the file over an encrypted channel — a CSV or EHR export with patient names, dates of birth and insurance IDs. No special formatting needed; we handle the rest.
Our AI connects to payer portals and eligibility databases in real time. Every patient gets a fresh coverage status, not a cached result from last month.
You get a clear breakdown: how many patients have active insurance coverage, how many have lapsed or terminated policies, and how many need immediate follow-up.
Your insurance monitoring report breaks down every issue by type with clear next steps. Terminated plans, coverage gaps, plan changes, expiring authorizations. Each one represents revenue at risk.
Product screens are illustrative and show the account you get after onboarding. Every name, date of birth, member ID and payer detail shown is fictional sample data, not a real patient. You never upload patient data from this page — your list is sent securely once a BAA is signed.
Because a patient list is PHI, and we will not take PHI through a web form. We sign a Business Associate Agreement first, which takes about 15 minutes on a call, and then you send the list over an encrypted channel. Any free tool that lets you paste patient data straight into a browser is either not really checking eligibility or not handling your data properly.
A patient list with names, dates of birth, and insurance info (payer name and member ID). Any format works: CSV, Excel, or a direct EHR export. We handle the formatting.
Yes. All data is transferred and stored in HIPAA-compliant systems. We sign a BAA before receiving any patient information, and data is encrypted at rest and in transit.
Up to 300 patients per free analysis. If your practice is larger, reach out and we can discuss a custom batch. There's no limit on the continuous monitoring product.
Most analyses are completed within 24 hours. Complex batches with many different payers may take up to 48 hours. You'll get an email as soon as your report is ready.
The report is yours to keep and act on. If you want Annie to monitor your patients continuously and alert you to changes in real time, we can set that up as a next step. No obligation.
This free analysis is powered by the same AI that runs inside Annie. Explore what else she can do for your practice.
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Send your patient list today. We sign a BAA first, check every patient, and email your coverage report within 24 hours. No cost, no obligation.
