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Insurance verification and claims processing

This workflow automatically verifies patient insurance eligibility and processes chiropractic treatment claims, reducing manual administrative work and accelerating reimbursement cycles.

Workflow Trigger

New patient appointment is scheduled or existing patient checks in for treatment

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Patient appointment scheduled

    A new patient appointment is booked or an existing patient checks in for their chiropractic treatment session. Patient insurance information is captured in the practice management system.

  2. 2
    Action

    Verify insurance eligibility automatically

    System queries insurance databases to verify patient coverage, deductibles, copays, and pre-authorization requirements for chiropractic services. Real-time eligibility data is retrieved and stored.

  3. 3
    Decision

    Check coverage requirements

    Workflow branches based on insurance verification results - whether coverage is active, requires pre-authorization, or needs manual review for specific chiropractic treatments.

  4. 4
    Action

    Generate treatment documentation

    After patient treatment, system automatically pulls SOAP notes, treatment codes, and diagnostic information to prepare claim documentation. Ensures all required chiropractic-specific fields are completed.

  5. 5
    Action

    Submit electronic claims

    Validated claims with proper chiropractic CPT codes and documentation are automatically submitted to insurance carriers via electronic clearinghouse. Claim status tracking begins immediately.

  6. 6
    Action

    Monitor claim status

    System tracks claim processing status and automatically follows up on pending or denied claims. Sets reminders for resubmission or appeals as needed for chiropractic treatments.

  7. 7
    Output

    Generate reimbursement reports

    Produces detailed reports on claim outcomes, payment posting, and outstanding receivables. Provides insights on insurance carrier performance and treatment code reimbursement rates.

Outputs

  • Verified insurance eligibility status
  • Submitted electronic claims
  • Payment posting and reconciliation reports

Key Metrics

  • Claims processing time
  • First-pass claim acceptance rate
  • Days in accounts receivable
OA

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