ELIGIBILITY & VERIFICATION

Check eligibility
and verification off the list

From insurance card upload to verifying active insurance and in-network status, it’s simpler to complete one of the most crucial operational steps ahead of time – without manual phone calls.
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Get more from eligibility and verification

For the smoothest possible experience for patients, staff, and your business, Luma checks both
that the patient’s insurance coverage is active (available now) and that the provider they’re
scheduled with is in-network (coming soon).

 

With Luma’s comprehensive EHR-integrated platform, see:

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Fewer phone calls to payers

with automated eligibility
checks

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Fewer payer portals and logins

with details right from
Collaboration Hub

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Automated eligibility/verification

as part of pre-appointment
outreach and prep

HOW IT WORKS

Simple for staff and patients.

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1. Staff see due tasks in the patient’s customized 
prep checklist

Including insurance card upload, coverage and verification status, outstanding balances, and more.

2. Eliza receives pre-visit reminder to upload insurance card

Images she sends prompt eligibility checks and verification in near-real-time.

3. Staff review detailed overview of Eliza’s coverage

With a drill-down option from the prep checklist or Collaboration Hub. Staff can assign copays if needed based on the patient’s coverages. 

Default Image
1. Staff see due tasks in the patient’s customized 
prep checklist

Including insurance card upload, coverage and verification status, outstanding balances, and more.

2. Eliza receives pre-visit reminder to upload insurance card

Images she sends prompt eligibility checks and verification in near-real-time.

3. Staff review detailed overview of Eliza’s coverage

With a drill-down option from the prep checklist or Collaboration Hub. Staff can assign copays if needed based on the patient’s coverages. 

Automated. Simple. Transparent.

Reduce the time, effort, and headache needed to verify insurance coverages and eligibility.

 

PREP CHECKLIST

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Part of streamlined patient prep
Goodbye, sticky notes. Staff have a customized checklist for each appointment type (for example, prep for colonoscopies), personalized based on what the patient has already completed. Eligibility and verification is checked off as it’s completed, with quick details at a glance and a detailed drill-down option.

ALL-IN-ONE AUTOMATION
(coming soon)

Simpler follow-up for staff and administrators
With patients’ insurance details and eligibility status in the Collaboration Hub’s single pane of glass, follow-up is faster and easier. Everything is in one place, so your teams spend less time calling payers and switching between portals.

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POWERED BY THE PLATFORM

All-in-one registration and appointment prep

No more managing multiple vendors for eligibility & verification, intake, payment, and patient
reminders. It’s all under one roof, with an intuitive workspace for staff and automated reminders
for patients.

 

Referrals

Bring in new patients

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Actionable Reminders

Empower patients with next steps

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Scheduling

Let patients book from anywhere

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Patient Communications

Reach all your patients

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Payments

Take care of financials

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Recall

Bring patients back

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Fax Transform

Simplify back-office workflows
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Front Door

Welcome patients via Navigator or LumaBot
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Waitlist

Keep patients on the schedule
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Intake

Prep patients for care
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Eligibility

Check patient's coverages

Calculate the impact of saved staff time

Fill Empty Appointment Slots

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Increase revenue by using Luma to keep your schedules full (including last-minute cancellations).

Monthly Visit Volume
Average Value of a Visit ($)

Save Front-office Staff Time

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Improve staff efficiency by automating administrative tasks with Luma.

Monthly Visit Volume
Hourly Labor Cost ($)

Enhance Call Center Efficiency

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Reduce costs by empowering callers with Luma’s automated, AI-driven self-service options.

Monthly Call Volume
Hourly Labor Cost ($)

Reduced No-Shows

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See how much your no-shows are costing you and how much Luma can reduce them.

Monthly Visit Volume
Current No-Show Rate (%)
Average Value of a Visit ($)

Increased Collections

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Improve revenue cycle efficiency by using Luma to automate payments.

Monthly Visits Owing a Copay
Average Copay ($)
Current Time-of-Service Copay Collection Rate (%)
Fill Empty Appointment Slots

Fill Empty Appointment Slotshttps://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2081.png

Increase revenue by using Luma to keep your schedules full (including last-minute cancellations).

Monthly Visit Volume
Average Value of a Visit ($)
Increased Collections

Increased Collectionshttps://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2078.png

Improve revenue cycle efficiency by using Luma to automate payments.

Monthly Visits Owing a Copay
Average Copay ($)
Current Time-of-Service Copay Collection Rate (%)
Enhance Call Center Efficiency

Enhance Call Center Efficiencyhttps://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2079.png

Reduce costs by empowering callers with Luma’s automated, AI-driven self-service options.

Monthly Call Volume
Hourly Labor Cost ($)
Save Front-office Staff Time

Save Front-office Staff Timehttps://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2082.png

Improve staff efficiency by automating administrative tasks with Luma.

Monthly Visit Volume
Hourly Labor Cost ($)
Reduced No-Shows

Reduced No-Showshttps://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2080.png

See how much your no-shows are costing you and how much Luma can reduce them.

Monthly Visit Volume
Current No-Show Rate (%)
Average Value of a Visit ($)

What sets Luma apart

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Install quickly and easily, at any point in your EHR lifecycle
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Configurable to support your most complex workflows
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Scale up, from wherever you start

Explore what’s possible with the Patient Success Platform™

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Frequently asked questions

How does pre-appointment insurance verification improve the patient experience?

Patients receive a simple reminder to upload their insurance card before their visit. Once they do, the system checks everything behind the scenes, so there’s no need for back-and-forth phone calls or confusion on their end. It's fast, transparent, and convenient.

What happens if a patient’s insurance is out-of-network?

If a patient's insurance is out of network, Luma can alert your staff in advance and allow them to inform the patient or make necessary adjustments before the appointment. 

Is Luma’s insurance verification system secure?

Luma follows industry-standard security protocols to protect patient data. Our HIPAA-compliant platform ensures that all patient information, including insurance details, is securely handled and stored.

Can Luma handle different types of insurance, including private and government plans?

Yes. Luma is built to work with various insurance types, including private insurance and government plans like Medicare and Medicaid. Our goal is to simplify every patient's process, regardless of their coverage.

What if our clinic has unique workflows or specific needs?

Luma’s platform is highly customizable. We can adapt the eligibility and verification process to fit your clinic’s specific workflows, ensuring the system works exactly how you need it to.

How quickly can we implement Luma’s insurance verification platform?

Most organizations can get up and running quickly, thanks to Luma's easy integration with your EHR. Our support team works closely with providers to set them up with minimal disruptions to their current operations.

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