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Health Insurance Verification
Confirm a patient's coverage in minutes by collecting their policy details and a scan of their insurance card before the first appointment.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Insurance Card Scan
6 fields filled
Policy ID
Member ID
Insurer Name
Group Number
Plan Name
Effective Date
Every field this template collects. Without extraction your client copies all 9 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 6
- extracted from the files
- On the form
- 9
- fields in total
Start with Health Insurance Verification
Import the template and send your first request in minutes.