Tomorrow's clinic schedule with each appointment marked verified, plan updated, or call patient

Verify coverage before patients arrive.

Every night, a Clicks agent checks tomorrow's schedule with each payer, catches plans that changed, confirms demographics, and adds the copay to the appointment. Your front desk only handles what needs a person.

Watch an AI agent verifyinsurance overnight

The agent verifies each plan with the payer, finds the new plan when coverage lapsed, confirms name, birth date, address, and member ID, and adds the copay and open balance to the appointment.

Illustrative recreation using fictional patient data.

Catch coverage changes between visits

A patient who was covered at the last visit may not be today. Plans lapse, members move to managed care, addresses change, and member IDs get mistyped. Each one turns into a denial weeks later, or a scramble at the front desk.

Is the plan still active?

Coverage lapses between visits, and the plan on file was only right as of the last check.

Did the patient switch plans?

Medicaid members move to managed care and employer plans change at open enrollment. The new plan has to be on file before the claim goes out.

Do the demographics match?

One wrong digit in a member ID or an old address is enough for the payer to reject the claim.

What should we collect today?

Copays and open balances belong at check-in, not on a statement weeks later.

Who checks, and when?

Front desk staff check coverage between phone calls and check-ins. When people leave, the know-how leaves with them.

Hand the pre-visit checks to an agent

Run it on your real schedule first

We start with your own appointments. The agent checks the same patients your team does, and we compare the results before anything runs on its own.

  1. 01ShadowThe agent checks schedules your team already verified, and we compare the results.
  2. 02Side by sideIt checks upcoming visits overnight. Your front desk reviews every result.
  3. 03Go liveChecks run every night. Your front desk sees only the exceptions.

Get answers before you automate coverage checks

Does this replace the eligibility check in our EHR?

No, it builds on it. Many EHRs send a basic eligibility request. The agent goes further: it reads the payer portal when the response is unclear, searches for active coverage when a plan lapsed, compares demographics with the payer's record, and writes the result to the appointment.

Which EHRs and payers does it work with?

athenahealth, eClinicalWorks, Epic, ModMed, NextGen Healthcare, and any other system your team can log into, along with payer portals and clearinghouses such as Availity. No integration project is required.

When do the checks run?

Whenever you choose. Most teams run them overnight for the next day's schedule, and a few days ahead for new patients, so the front desk starts the morning with a checked schedule.

Does the agent change our records?

Only within the rules you set. Your team decides which changes the agent makes on its own, such as member ID and address corrections or plan updates, and which go to the front desk for review. Every change is logged.

What happens when no active coverage is found?

The patient goes on the front desk worklist with what the agent checked and the next step, such as calling the patient for new insurance details before the visit.

Keep reading

Referral intakeThe same coverage checks run the moment a referral lands, before anyone schedules the patient.Verify every patient's coverage before the visitWhy eligibility checks pile up at the front desk, and what changes when an agent runs them.Revenue Cycle ManagementOnce the visit happens, the same agents work claims, denials, and payment posting.

Ready to check every visit before it starts?

No risk, no commitment. We prove value before you pay.