Patient Financial Clearance Automation

Automate and streamline front office processes

Are you doing everything right on the front end to make sure your patients are financially cleared for treatment?

You can prevent most common denials, rejections and write-offs during the scheduling and pre-registration process in advance of the appointment.

Taking a few minutes at the time of scheduling to verify the patient’s information saves hours of headaches on the backend once the claim is in billing and collections. Unfortunately, many practices do not have a foolproof and consistent method for financial clearance.

Financial Clearance Workflow Automation does the work for you:

Add Medical Billing Workflow Automation to the back office to manage denials and efficiently collect your Insurance & Patient A/R.

With front office Patient Financial Clearance Automation & back office Medical Billing Workflow Automation added to your current PM/EHR systems, you can get real-time analytics on staff effectiveness and a deep understanding of your entire revenue cycle.

How Patient Financial Clearance Workflow Helps Healthcare Organizations

Get Paid Up Front

You will have less work and cost in the back office of the revenue cycle to collect from both insurance and patients.

Prevent Common Denials

By eliminating errors on the front end, you mitigate the risk of common, avoidable denials (COB, Eligibility, Pre-cert etc.).

Improve Patient Satisfaction

Estimate patient responsibility and have an open conversation about cost before the appointment.


of denials that we see in our RCM services business are actually preventable prior to service.

"Since we implemented the financial clearance platform, we’ve completely changed the way that we receive patients. We do everything two to three days prior to the patient coming in, so when a patient arrives at the office, all pre-registration activity is complete. Not only does this improve our financial outlook as a practice, but it allows us to focus on patients’ care when they are in the office."

Front Office Success Reduces Back Office Denials

"MedEvolve Workflow Automation enabled my front office staff to be more successful and it enabled me to choose the right person for the right job. The staff is happy and I'm happy. It's really simplified our lives."

Review and assess your practice’s financial status in 5 min or less and know exact where you are losing money and why. Measure the work effort of every revenue cycle employee, incentivize and retain your top performers, and help employees that need improvement.

You can prevent most common denials, rejections and write-offs during the scheduling and pre-registration process in advance of the appointment. Configure checkpoints and use central task management to quickly clear patients and keep your front office staffing needs at a minimum.

Aligning the power of the MedEvolve Coding solutions with your internal resources personalizes and trains the autonomous coding model, increasing the speed that auto-codes are generated. The portal workflow also drives operational efficiency, resulting in repeatable and scalable performance.

As team members log in to the web-based application and record each “touch” of a claim,  outcome, and next task, key data points are recorded like who completed the task and when, outcome, task notes, internal / external messages sent, collection success and other data points that feed into our real-time analytics.

Effective Intelligence Resources

Reduce RCM labor dependency with workflow automation, task management, & real-time analytics to increase margin.

Outsource your medical billing to us with over 20 years of revenue cycle experience incorporating Effective Intelligence in house.

Improve patient collection rates with account resolution services: call center, mobile engagement, payment portal & counseling.

Increase productivity and visibility into front & back office processes while keeping your staff focused.​