Eligibility & Demographics Verification

Benefits of eligibility & demographics verification by IMBS

Prevent day-of surprises with a proactive cadence: we run your scheduler four business days ahead, verify coverage, COB, referrals, auth-on-file, visit counts, and copay assistance status, estimate patient responsibility using CMS fee schedules, and notify your onsite team three days prior to fix issues early.

Prevent day-of reschedules

Early checks catch terminations, missing referrals, COB conflicts, and auth gaps—then we alert your team three days before the appointment.

Secondary & assistance coverage

We verify secondary benefits and confirm copay-assistance is active before estimating responsibility—closing gaps that derail reimbursement.

Patient responsibility clarity

We calculate copays/coinsurance/OOP against benefits and CMS fee schedules, so staff can set expectations and reduce confusion at check-in.

Authorization alignment

Eligibility reports explicitly confirm an authorization is on file with the same payer, with dose and approved-visit tracking to avoid denials.

Our verification workflow lets you concentrate on care

We send eligibility reports one day prior and again on the day of service to capture any late adds—keeping front-desk flow smooth and claims clean.

Industry Standard tools that drive performance

Tight, repeatable checks reduce rework across coding, submission, and posting. Here’s how our verification translates into measurable revenue impact.

Benefits & coverage check

Active coverage, covered services, financials, and visit counts verified in advance-then shared with onsite teams for action.

COB & secondary validation

We confirm primacy, capture secondary benefits, and align both to prevent rejections and balance errors.

Copay assistance confirmation

Assistance programs are checked for active status before we calculate patient responsibility, reducing out-of-pocket surprises.

Authorization linkage

We cross-check that the auth on file matches the payer on eligibility, with dose and visit-count validation to prevent denials.

Patient-responsibility estimator

Estimations use benefits and CMS fee schedules for a realistic figure at pre-registration.

Scheduled report cadence

Eligibility reports arrive one day prior and day-of, ensuring late adds don’t slip through.

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Contact us

Which of these challenges are you facing as a provider?

  • I am facing issues with denied claims.
  • I am struggling to collect on accounts receivable timely.
  • I have problems collecting co-payments upfront from my patients.
  • I am unable to find an EHR software specific to my practice.
  • I want to avoid medical billing errors.
 
Your benefits:
What happens next?
1

We schedule a call at your convenience.

2

Discovery & consulting: goals, data access, and scope.

3

Proposal & plan: services, SLAs, pricing, and timeline.

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