This session will review best practices for pre-visit workflows—including benefits verification, prior authorizations, coordination of benefits, patient cost estimation, and upfront payments. Attendees will leave with practical, advanced strategies to reduce eligibility-related claim denials, streamline staff workflows, and ensure nearly 100% of patient responsibility is collected upfront. We’ll also cut through the AI hype and discuss how to use automation in a way that truly works for your practice and save dozens of staff hours a week on pre-visit workflows.
Learning Objectives:
Identify solutions and strategies to overcome frequent causes of denials
Obtain a proven pre-visit workflow template to proactively prevent claim denials used by practices collecting 95%+ upfront with lean staff
Describe ways to leverage AI and automation for pre-visit workflows in an actionable and results-driven way—without falling for the hype—to save resources and increase margins
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