Verify every patient's coverage before the visit

Patient access staff check coverage for every scheduled patient, one portal at a time. Clicks agents verify eligibility and benefits ahead of the visit and flag only the problems.

See where the hours go

Before tomorrow's schedule, someone works down the list: open the payer portal, enter the member ID, read coverage, copays, deductibles, and whether a referral or authorization is needed, then type it into the PM system.

When the list is long, checks get skipped or pushed to check-in. Coverage that lapsed shows up weeks later as a denial.

Why the queue never shrinks

It repeats for every visit

Coverage can change between visits, so the same patient is checked again and again.

Benefits detail is buried

Copays, deductibles, and auth requirements sit on different screens for each payer.

Skipped checks become denials

Lapsed coverage is found only after the claim comes back denied.

Hand the repetitive path to Clicks

Clicks handles

Pulls upcoming appointments from your schedule
Checks eligibility and benefits with each payer in real time
Captures copay, deductible, and patient responsibility
Flags lapsed or changed coverage before the visit
Notes whether a referral or authorization is required
Writes results into the PM system for the front desk

Your team keeps

Financial counseling
Patient communication
Coverage exception decisions
Self-pay arrangements

Questions, answered

Can AI verify insurance eligibility and benefits?

Yes. Clicks agents check coverage, benefits, and patient responsibility with each payer ahead of the visit, write the results into your PM system, and flag coverage that lapsed or changed.

What happens when coverage has changed?

The agent flags it for your team before the visit, with what it found attached. Financial counseling and self-pay decisions stay with your staff.

Does Clicks replace our eligibility tool?

Not necessarily. Clicks works inside the tools you already run, including the payer portals that hold benefits detail a standard eligibility response leaves out.

Keep reading

SolutionRevenue Cycle ManagementAgents work prior auth, claims, denials, and payer follow-up inside the systems your team already uses.SolutionReferral intakeEvery referral read, verified with the payer or carrier, and ready to schedule.GuideHow to find the right workflows for AI automationFive signals for picking a first workflow that creates value quickly.

Show us the work your team wants off its plate

We map the repetitive path, build the agent, and hand every exception back to your team.