Insurance, verified before every session

We verify every upcoming appointment inside your EHR, carve-outs and all, so fewer claims come back denied and your front desk stays focused on care.

24 hoursGuaranteed response to your team
18+ yearsOf verification and RCM experience
8 checksOn every appointment
100%Second-reviewed before your chart

We work directly inside the EHR you already use.

HIPAA CompliantSigned BAA on
every engagement
  • AdvancedMD
  • Ensora Health
  • ICANotes
  • NextGen Healthcare
  • PracticeQ
  • SimplePractice
  • TheraNest
  • TherapyNotes
  • Valant
  • and others

Benefits often sit with a different company

Many plans hand behavioral health to a separate administrator. Verifying against the name on the card returns the wrong copay and authorization rules, which is how a lot of denials start.

  • Most UnitedHealthcare plans run behavioral health through Optum. The copay, the authorization rules and the network all live there.

  • Cigna's behavioral health benefits are administered by Evernorth, with their own portal, phone tree and authorization requirements.

  • Many Anthem plans route behavioral health to Carelon. Checking Anthem directly returns the medical benefit, not the one you will bill.

  • Medicare eligibility runs through CMS's HETS system, and only after the practice files an attestation with its Medicare contractor. We help practices set this up.

Where we verify

Optum Behavioral Health

Portal, phone line, network and authorization rules all sit with Optum, not UnitedHealthcare.

Even when the card says

Sample member ID card
Sample UnitedHealthcare card
Checked by a person, before the patient walks inEvery session, every payer, every carve-out

Results are written into your EHR

Each verification goes into the patient's chart in one standard format, and anything urgent is flagged to your front desk.

See every check
  • Urgent flagsAnything that needs action sits at the top.
  • Full benefitsEvery check, in the same order, every time.
  • Proof of the checkWhere we confirmed it, with a reference number.
Your EHR
Thursday, March 126 sessions, 1 flagged
  • 9:00 AMGrace Palmer90834✓ Verified
  • 11:00 AMBen Ortiz90837Prior authorization required
  • 1:00 PMLeah Cohen90837✓ Verified
  • 2:00 PMSam Whitaker90834Deductible not met
  • 3:00 PMAva Brooks90847✓ Verified

Maria Reyes

DOB 04/12/1988 · Thu 3/12, 10:00 AM · 90837

✓ Verified
ClinicianDr. Nguyen
FrequencyWeekly, 90837
InsuranceUnitedHealthcare, through Optum
Sessions this year8 of 20
Balance$0.00

Upcoming sessions

  • Thu 3/12, 10:00 AM✓ Verified
  • Thu 3/19, 10:00 AM✓ Verified
  • Tue 3/24, 9:00 AM, testingAuthorization renewing
  • VeriframeTue 8:42 AM

    FLAGGED: Testing authorization expires 03/24/2026, renewal started with Optum | 03/10/2026 | UNITED HEALTHCARE | Plan Type: Choice Plus | ACTIVE eff 01/01/2025 | INN | CPT: 90837 | Copay: $30.00 | Co-ins: None | Ded: $1,250.00 met out of $1,750.00 | OOP: $1,215.00 met out of $6,000.00 (as of 03/10/26) | Telehealth: Covered, POS 10 | Visit limit: 20 per year, 8 used | PA: Not required | COB: None | Confirmed by Veriframe JR via Optum | Call ref#: 4471-2290

  • Front deskTue 9:05 AM

    Called Maria to confirm Thursday and mentioned the $30 copay.

  • Dr. NguyenThu 3/5

    Progress note signed.

Testing authorization expires in 12 days

Flagged by Veriframe. Front desk notified.

Benefits verificationTue 8:42 AM
CoverageActive, in-network on 3/12
PlanUnitedHealthcare Choice Plus
BH administratorOptum Behavioral Health
Patient owes$30 copay, $500 left on deductible
Prior authorizationNot required for 90837
Visit limit20 per year, 8 used
TelehealthCovered, POS 10

Confirmed with Optum by phone, ref #4471-2290. Second review complete.

  • Benefits verification, 3/12Veriframe · Tue 3/10
  • Testing authorization, OptumApproved · 2/12
  • Insurance card, front and backUploaded · 2/02
  • Intake packetSigned · 2/02
  • Consent to treatSigned · 2/02
  • Treatment planSigned · 2/16
Sessions, MarchPatient amounts are estimates
DateClientCodePatient owesCoverage
3/12Maria Reyes90837$30.00✓ Verified
3/11Leah Cohen90837$25.00✓ Verified
3/10Grace Palmer90834$0.00✓ Verified
3/05Maria Reyes90837$30.00✓ Verified
3/05Ava Brooks90847$20.00✓ Verified
3/04Ben Ortiz90837$35.00✓ Verified
3/04Grace Palmer90834$0.00✓ Verified
3/03Leah Cohen90837$25.00✓ Verified

Illustrative record. Names, plan details and figures are examples.

Real people. Not another portal

Every appointment is worked by a trained specialist and reviewed before it reaches your chart.

Meet the team

Verification, fully handled

Thirty minutes over video. We will walk through your schedule, your payer mix and how the work would run inside your practice.