September Release Notes

This month patients can submit accurate insurance information straight from appointment forms with new insurance card capture, and your team gets clearer next steps and a stronger Payer Dashboard when a verification needs attention.

Insurance card capture

Patients can now submit their insurance information directly from appointment request forms and automated insurance requests. All they have to do is snap a photo or upload a PDF of their card, and RevenueWell's AI-powered Insurance Card Reader extracts key details for patients to double-check before it's submitted.  

For practices already using AI Insurance Verification, that submitted information can trigger verification automatically, saving time on manual entry (for both patients and your team) and receiving key information sooner.

RevenueWell can also follow up with patients before their appointment if their insurance details are missing, making it easy for them to upload a card ahead of time.

For more details, check out the Help Center article.

New to Insurance Verification? Take a look here and book a demo to see it in action.

This feature will roll out gradually to current Marketing Platform customers over the course of the year, so keep an eye out. No action needed if you’re already using AI Insurance Verification.

AI Insurance Verification

If a verification doesn't go through, you'll now see a clear explanation along with the specific next step to take, whether that's re-verifying or reaching out to the patient. No more guesswork.

The Payer Dashboard has also been enhanced, giving you a quick view of verification status, failures, and payer trends so it's easier to stay on top of things every day.

Visit the Help Center to learn more about verification statuses and the updated dashboard experience.