Insurance Intake
Collect the insurance details needed for the next step while the request is still in context. A structured intake makes incomplete member information visible before it reaches eligibility, scheduling or authorization work.
How the work moves.
Incomplete member and subscriber details can hold up the rest of the insurance workflow.
- 01
Capture member, subscriber and plan details.
Keep patient and subscriber information distinct, including the relationship between them.
- 02
Identify missing or inconsistent information.
Check required fields and surface conflicting policy details instead of treating the intake as complete.
- 03
Prepare a complete intake record for verification.
Carry the verified information into a linked coverage request, with unanswered questions attached.
A request,
with its context intact.
A returning patient reports a new employer plan while requesting an appointment. The payer and policyholder are known, but the member ID has not been provided.
Fictional example · No patient data or external action
- Captured
- New payer and subscriber relationship
- Needed
- Member ID from the current insurance card
- Handoff
- Insurance team receives the intake and open question
Start with the
right information.
Keep these details with the request so the next person can review the work without repeating the intake.
- Patient identity and contact preferences
- Payer, plan and member information
- Subscriber name, relationship and identifying details
- Visit or service the coverage will support
About this workflow.
Can intake support a scheduling request?
Yes. Keep the appointment preference and insurance intake linked so staff can resolve the coverage question without losing the original reason for the call.
Does a saved policy mean coverage is active?
No. Recording a policy prepares the information for verification; an active-coverage conclusion requires a corresponding source response.
Related workflows.
View all workflowsMake more room for care.
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