Document and fax intake
Starts whenA fax, email attachment or upload arrives
OCR, page classification, packet splitting and data extraction, with every value tied to the place on the page it came from.
Patient intake
Every patient cleared before care starts.
Your intake team stops keying in faxes and starts with patients who are ready. Clean data in means clean claims out.
- Faxes read, split and filed
- Eligibility verified on every change
- Prior auths filed and chased
How it runs
From fax to ready to bill.
- 01
Something arrives
A fax, an email attachment, an upload, a referral from an ordering platform or an EHR order.
- 02
Read and split
Pages classified, multi-patient packets split, and demographics, insurance, NPI, diagnoses and order items extracted.
- 03
Matched to the patient
Found in your system, or created when every required field is certain.
- 04
Coverage verified
Eligibility and benefits checked by 270/271, the payer portal or a call, with insurance discovery when coverage comes back inactive.
- 05
Authorized and qualified
Prior authorization found or filed, and the order checked against the payer's medical policy.
- 06
Recorded and handed off
The order written to your system, read back to confirm, and ready to bill.
Every automation
What patient intake includes
Each one runs on its own, inside the systems you already use, and only asks a person when your rules say so.
Referral and order intake
Starts whenA referral or order is recognized
Removes duplicates, matches or creates the patient, and validates the ordering provider's NPI and enrollment.
Eligibility and benefits verification
Starts whenA patient is matched, and before every service
Active coverage, plan, network status, deductible, copay and coinsurance, Medicare Advantage and QMB, saved as a document in your system.
Insurance discovery and COB
Starts whenCoverage is inactive, missing or there's more than one plan
Searches other payers, applies the birthday rule and MSP rules to set the order of coverage, and asks before changing it.
Prior authorization
Starts whenThe payer, plan and code need one
Finds an authorization on file or builds the packet, answers the payer's questions with evidence, submits by portal, 278 or fax, and tracks the decision.
Authorization tracking
Starts whenUnits run low or an authorization nears expiry
Starts the extension request before the next claim needs it.
Medical necessity review
Starts whenAn order needs qualification
Checks the documents against the LCD, NCD or commercial policy and keeps the result as evidence for any later appeal.
Missing document requests
Starts whenA signature, note or form is missing
Asks the ordering office for exactly what's missing, with a due date, and follows up until it arrives.
Where your team steps in
Your intake team only sees what needs judgment.
Routine intake is done before anyone opens the queue. When a person is needed, the work arrives with the source page beside it.
- Uncertain valuesOnly the fields the AI marks Check this, next to the page they came from.
- Which patient is this?When several patients could match, the options are shown and none is pre-selected.
- Authorizations above your limitPrepared in full and held for a yes when your rules say Ask first.
FAQ
Questions, answered
Does worklist replace our EHR or billing system?
No. worklist works inside the systems you already use. It reads from them, writes the result back and reads it again to confirm the write landed.
How does it check eligibility?
By 270/271 through the clearinghouse first. When a payer needs its portal or a phone call, worklist uses that instead, and every response is saved as a document.
What happens when the AI is unsure?
It says so. Every extracted value carries a confidence, and anything marked Check this goes to a person with the source page highlighted. Nothing uncertain is written to your system.
Can it submit prior authorizations on payer portals?
Yes. It prepares the request, answers the payer's questions from the record and submits on the portal, by 278 or by fax. Above your cost threshold it waits for a yes.
Early access
Run your revenue cycle as workflows.
We are working with a small group of billing and operations teams to shape worklist. Tell us where your work gets stuck, and we'll show you how it would run.
Request early accessor write to [email protected]
One platform, every role