Workflow
Insurance Verification

Every Visit Verified, Claims Go Clean

Confido Health's AI Assistant verifies coverage end-to-end, before every visit, and writes eligibility, copays, and deductibles straight into the chart.
  • Runs eligibility checks before every visit via your clearinghouse
  • Retrieves copays and deductibles, writes back to the patient chart
  • Answers coverage and benefits questions from patients
  • Finds missing or expired coverage and calls patients to resolve it

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Trusted by 1500+ dental and healthcare sites nationwide

THE ELIGIBILITY GAP

Unverified coverage today is a denial next month.

Payer rules multiply while staffing stays flat. The checks that get skipped become denials, rework, and write-offs weeks after the visit.

27%

denials start at the front end. The visit is already done.

10-15 mins

staff time per manual verification leading to more hold times and burnouts.

15%

private payer claims get denied leading to staff rework and late payment.
What it covers

The whole verification lifecycle, inbound and outbound.

AI-powered eligibility verification that checks coverage before every visit, answers patient benefits questions, and writes results back to the chart. Every payer. Every location.

Pre-Visit Eligibility Checks

Coverage gets verified before the patient arrives, through your clearinghouse. No portals, no phone trees, no backlog.
Inbound/Outbound
CLEARINGHOUSE CHECKS

Copay Write-Back to Chart

The AI retrieves copay and deductible data and writes it to the patient chart. Front desks quote costs at check-in.
Inbound/Outbound
CHART WRITE-BACK

Patient Benefits Questions

Patients call asking what their plan covers and what they will owe. The AI answers with live data, no staff involvement.
Inbound/Outbound
INBOUND COVERAGE CALLS

Missing Details Detection

Incomplete insurance details from intake and your EHR are completed before claims are submitted.
Outbound
Confirmed

Expired Coverage Outreach

The AI calls patients with expired or inactive coverage, captures updated insurance, and updates records before the visit.
Outbound
Chair filled

Every Payer, Every Location

Verify Medicare, Medicaid, and commercial plans consistently across every site with centralized visibility.
Inbound/Outbound
Sent
How it works

It sits between every patient channel and your EHR, PMS, phone systems.

From the first hello to a completed task in your EHR/PMS all in one conversation.

1. Patients

Patients call, text, or reach out through the web, day or night.

2. Channels

Confido Health answers on your existing phone lines and IVR. No number changes.

3. Your systems

It writes the outcome directly into your EHR/PMS systems.

4. Your practice

Staff sees completed tasks and a live record of every patient interaction.
The impact

We tried to stay humble.
The numbers had other ideas.

Measured on work completed, not call minutes — live across every deployment. Hover a stat if you want the unfiltered version.
01

4-5 hrs

Saved per staff member
Per provider, per day. Freed from repetitive phone work.
02

50%

Fewer No-Shows
Through consistent confirmations, reminders, and follow-ups.
03

15-20%

Boost in Recovered Revenue
For multi-location group practices across 51 clinics.
04

<1 min

to answer, every time
Hold music? Never met her.
Customer stories

Proof from the front desk.

Workflow

"We get about 20,000 calls each week across our 51 locations, and Confido handles 40% automatically. At many of our locations, daily call volume has dropped from around 130 calls to about 70, significantly reducing missed calls and giving staff more time to focus on patient care."

Srinivas Danda
Chief Operating Officer.
Workflow

“Before Confido, we were losing patients to missed calls and long hold times. Now our AI handles calls 24/7, schedules appointments, and patient complaints about hold times are zero.”

Maria Trusa
Chief Executive Officer
Workflow

“Before Confido Health, we were losing patients because of missed calls. Now our front desk isn't juggling everything at once and can focus on the patients walking through the door.”

Maria Felipe
Senior Operations Manager
Workflow

“Confido Health didn't just deliver technology; they became a true partner. They understood our workflows, listened to our needs, and built solutions that fit our FQHC. They've exceeded every expectation.”

Elena Segroves
Sr. Site Operations Officer
Workflow

“Confido Health has transformed our phone operations. We've reduced manual calls, improved routing, accelerated medication requests, and freed our team from much of the triage burden.”

Richard Perrotti
VP, Chief Administrator Provider Organization
DEEP INTEGRATIONS

It works inside the systems you already run.

Confido Health connects to your EHR, PMS, and phone system through modern APIs and system-level connectors for the platforms that do not expose them. Your workflows stay the same. They just run faster.
40+ live integrations across EHR, PMS, and telephony.
Explore all integrations
Enterprise-grade by default

Healthcare-grade security, built in.

Confido Health meets the bar enterprise healthcare requires, and goes live without a rip-and-replace.

HIPAA compliant

Patient data handled to HIPAA standards across every workflow and integration.

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality.

Live in 4 to 6 weeks

Confido Health connects to your stack and goes live without a rip-and-replace.

ROI in 60 to 90 days

Measurable impact on capacity, access, and revenue within the first quarter.
Questions, answered

What healthcare teams ask first.

Will it work across all of our locations?
Yes. Confido Health answers on your existing phone lines across every location, routing and booking by provider, office, and schedule, with rules configured per site.
Does it integrate with our EHR and PMS?
Yes. Confido Health connects with 40+ medical, dental, specialty, and telephony systems, reading and writing directly inside your EHR and PMS so every completed task is reflected in your source of truth.
What happens when a call needs a human?
The AI Voice Assistant transfers the call warmly to your staff with full context, so patients never repeat themselves. Your team stays in control of every escalation path.
Is Confido Health HIPAA compliant?
Yes. Confido Health is HIPAA compliant and SOC 2 Type II certified, with enterprise-grade safeguards for patient data at every step.

See it answer a call in 30 minutes.

Bring a workflow that eats your staff time. We will walk you through how Confido Health completes it, step by step.
Book a demo