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Insurance Eligibility
Verification Process
Lets the business flow
© 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation
What is Insurance Eligibility Verification Process?
Patient insurance eligibility
verification plays a pivotal role
within the realm of medical billing,
as it is an essential step to ensure
the seamless progression of
procedures. It involves the process
of confirming whether a patient
possesses valid and active insurance
coverage at the point when they
require medical attention.
Moreover, this process extends to
verifying the intricate details of -
Insurance
Policy
Treatments Are Covered By
The Policy
Limitations
Exist
Exceptions Or Prerequisites
Must Be Met
© 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation
Steps Involve in Insurance Eligibility Verification Process
The insurance eligibility
verification process in
healthcare includes a series of
steps right from data extraction
to processing. These steps are-
Step 1
Monitor Patient Referral
Requires Eligibility
Step 2
Extract & Analyze Patient Data
Step 3
Verify Eligibility Information at
Clearing House
Step 4
Update Status and Data in to
EHR system
Steps in Insurance Eligibility Verification Process
© 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation
Consequences of Delayed Insurance Eligibility Verification
Healthcare provider receive
high volume records that needs
to be extracted, analyzed and
verified by healthcare provider
for claims reimbursement. With
delayed insurance eligibility
healthcare provider struggle
with-
Delayed
Reimbursements
Claims
Denials
Operational
Inefficiencies
© 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation
How can AutomationEdge Simplify
Insurance Eligbility Verification Process?
Insurance eligibility verification
is a multi-step process that
requires multiple logins to
disparate systems of record to
verify information given by a
single patient.
AutomationEdge’s RPA solution
comes with intelligent
document processing and an
AI-enabled bot solution to
automate the insurance
eligibility verification process.
AutomationEdge RPA bot can-
Read patient insurance
information like Member
ID and DOB using OCR
from Scanned card
Check insurance
eligibility on insurance
portal
Update the information
in EHR systems and share
the status
Insurance Eligbility Verification Process With AutomationEdge
© 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation
Value Led Hyperautomation
Thank You
www.automationedge.com
©Copyright 2023 AutomationEdge Technologies Pvt. Ltd. AutomationEdge, AutomationEdge Technologies, the AutomationEdge logo, and other AutomationEdge marks are the
exclusive properties of AutomationEdge Technologies Pvt. Ltd.
AutomationEdge is a leading Hyperautomation platform across the globe with end-to-end automation capabilities. With its platforms working together as one
solution, like DocEdge for Intelligent Document Processing Solution, RPA for automation of repetitive processes and fastest data processing, and Conversational AI
for Omni-channel conversations, it has enabled seamless process automation for global enterprises.
AutomationEdge has already delivered its innovative solution to large multinationals globally like American Express, Smart Dubai Government, Oman LNG, Mashreq
Bank, HDFC Bank, HDFC Life, Bharti Axa, Wipro, AccentCare, Danone, University of Maryland Medical System, Aspen Pharmacare and Genpact, to name a few.

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Insurance Eligibility Verification Process: Fast Track Claims Reimbursement with Automation

  • 2. © 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation What is Insurance Eligibility Verification Process? Patient insurance eligibility verification plays a pivotal role within the realm of medical billing, as it is an essential step to ensure the seamless progression of procedures. It involves the process of confirming whether a patient possesses valid and active insurance coverage at the point when they require medical attention. Moreover, this process extends to verifying the intricate details of - Insurance Policy Treatments Are Covered By The Policy Limitations Exist Exceptions Or Prerequisites Must Be Met
  • 3. © 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation Steps Involve in Insurance Eligibility Verification Process The insurance eligibility verification process in healthcare includes a series of steps right from data extraction to processing. These steps are- Step 1 Monitor Patient Referral Requires Eligibility Step 2 Extract & Analyze Patient Data Step 3 Verify Eligibility Information at Clearing House Step 4 Update Status and Data in to EHR system Steps in Insurance Eligibility Verification Process
  • 4. © 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation Consequences of Delayed Insurance Eligibility Verification Healthcare provider receive high volume records that needs to be extracted, analyzed and verified by healthcare provider for claims reimbursement. With delayed insurance eligibility healthcare provider struggle with- Delayed Reimbursements Claims Denials Operational Inefficiencies
  • 5. © 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation How can AutomationEdge Simplify Insurance Eligbility Verification Process? Insurance eligibility verification is a multi-step process that requires multiple logins to disparate systems of record to verify information given by a single patient. AutomationEdge’s RPA solution comes with intelligent document processing and an AI-enabled bot solution to automate the insurance eligibility verification process. AutomationEdge RPA bot can- Read patient insurance information like Member ID and DOB using OCR from Scanned card Check insurance eligibility on insurance portal Update the information in EHR systems and share the status Insurance Eligbility Verification Process With AutomationEdge
  • 6. © 2023 AutomationEdge. All rights reserved. Value Led Hyperautomation Value Led Hyperautomation Thank You www.automationedge.com ©Copyright 2023 AutomationEdge Technologies Pvt. Ltd. AutomationEdge, AutomationEdge Technologies, the AutomationEdge logo, and other AutomationEdge marks are the exclusive properties of AutomationEdge Technologies Pvt. Ltd. AutomationEdge is a leading Hyperautomation platform across the globe with end-to-end automation capabilities. With its platforms working together as one solution, like DocEdge for Intelligent Document Processing Solution, RPA for automation of repetitive processes and fastest data processing, and Conversational AI for Omni-channel conversations, it has enabled seamless process automation for global enterprises. AutomationEdge has already delivered its innovative solution to large multinationals globally like American Express, Smart Dubai Government, Oman LNG, Mashreq Bank, HDFC Bank, HDFC Life, Bharti Axa, Wipro, AccentCare, Danone, University of Maryland Medical System, Aspen Pharmacare and Genpact, to name a few.