1
Submit the Request
After legal practice NPI/TIN setup, signed agreements, prepayment and secure onboarding, send a complete request through the approved secure channel.
A clearer path to patient care
A Simple Verification Workflow
You send the request after secure onboarding. We verify benefits, return clear results, and offer separate demographic data entry support when needed.
Helping practices, one verification at a time.
Support for a healthier tomorrow.
Insurance Verification Process
From Request to Results
Four clear steps for eligibility and benefits verification once your practice is securely onboarded.
2
We Verify Benefits
We confirm eligibility, covered benefits and available cost-sharing details.
3
We Return Results
Receive clear, organized findings delivered through your agreed secure channel.
4
Optional EHR Entry
For the premium service, we document findings in your EHR with authorized access.
Less uncertainty. More care.
Verification Request Details
After secure onboarding, a complete request—including an insurance card and necessary subscriber information when available—helps avoid delays. Never submit patient information through public forms.
Patient Details
Name, date of birth and relevant member identifiers.
Insurance Card
Readable insurance details supplied securely during onboarding.
Requested Services
Appointment type, service date and codes when applicable.
Practice Notes
Specific questions or benefit details your staff needs.
Patient information must never be sent through the public website inquiry form.
What You Receive Back
Detailed, easy-to-use verification information your team can refer to.
Benefits Summary
Plan benefits and coverage details for requested services.
Eligibility Confirmation
Member coverage and effective dates as available.
Patient Responsibility
Copays, deductibles, coinsurance and available balances.
Organized Report
An easy-to-reference record of the verification findings.
Communication & onboardingDiscuss Practice Support
Support That Fits Your Practice
We discuss secure communication and documentation needs before starting patient work. Our standard target is 24–48 business hours after a complete, accepted request; workers’ compensation and payer delays may require extra time. Flexible after-hours email checks are not a guarantee of 24/7 staffing.
Secure communication arranged
Approved request and report exchange is established during onboarding.
Personalized onboarding
We learn your volume, payer needs and reporting preferences.
Fits your workflow
Optional EHR entry uses access arranged by your practice.
Your practice, beautifully organized
Meet the VerifyCallie verification workspace.
An organized, private workspace designed to bring request tracking, verification progress, practice coordination, and completed results together when our secure workflows launch.
RequestsVerification TrackingRole Based Access
VerifyCallie Portal Preview
Fictional design concept
Illustrative design preview. All names, request counts, dates, and statuses shown are fictional. Live patient uploads and verification requests remain unavailable until onboarding, authorization and security testing are complete.