Insurance Eligibility Verification
by Smileworks Team · v1.4.2
Verifies patient insurance eligibility before appointment and updates coverage details in iDentalPro.
Rating
4.5 / 5
87 reviews
Uses
4.1K
all time
Est. Time
~3 min (per patient)
per run
Updated
Oct 20, 2025
v1.4.2
Screenshots
Patient Name
Date of Birth
Insurance ID
Provider
About this task
Automates pre-appointment insurance verification to prevent claim denials. Connects to insurance portals via browser automation, checks eligibility and remaining benefits, then writes the results directly back to the patient's insurance record in iDentalPro. Eliminates manual portal logins and reduces claim rejection rates.
How it works
Pull upcoming appointments scheduled within next 3 days
Identify patients with insurance on file
Log in to each insurance portal via Playwright automation
Check eligibility, deductible remaining, and annual maximum
Record verification results in iDentalPro insurance tab
Flag policies with issues for manual review
Generate daily verification summary report
Reviews
100% of reviewers gave 4 or 5 stars
David Chen
Billing Manager
Claim denials due to eligibility issues dropped from 12% to under 2% since we implemented this.
Iris West
Insurance Coordinator
Works well for Cigna and Delta. BlueCross portal changes have caused occasional failures that need retry.
Insurance Eligibility Verification
Free · ~3 min (per patient) · Billing & Insurance