📝 Discovery Worksheet
Insurance Eligibility Verification Assessment
1
How does your team currently verify patient insurance eligibility?
2
How long does it take on average per patient?
3
Do you use a portal like Availity, or go through your EMR?
4
Who handles insurance checks? (Name, Role)
5
What insurers do you commonly work with?
6
Any common issues with patient coverage, surprise denials, or eligibility problems?
7
Do you accept more than 5 different insurance plans?
Yes
No
8
Would staff prefer email, SMS, or dashboard alerts?
Select preferred alert method...
Email
SMS
Dashboard alerts
Multiple methods
9
Do you currently use Google Sheets, Tebra, Kareo, or others for tracking?
10
How open are you to using a simple tool to automate this part of your workflow?
11
Interested in a 3-day trial?
Yes
No
12
Decision Maker/Doctor Name (if not present):
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