Confirm the setup
Review the practice or provider identifiers and supported payer connection.
Practice software / Insurance Eligibility
Insurance Eligibility Tools for Medical Practices
Where supported, eligibility tools help staff review available payer information before a visit. We confirm the practice identifiers, payer access and workflow needed for the selected configuration.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
360Insurance Eligibility
Your configured workflow
01Card information
Support collection and staff review through approved intake channels.
02Payer responses
Review available eligibility and benefit information returned by the payer.
03Office preparation
Give the responsible staff a defined process for corrections and follow-up.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
Check Coverage Information Before the Visit
We review the supported payer connections, practice identifiers and staff workflow. Your team verifies the response and resolves missing or conflicting information before communicating coverage expectations.
Check the information
Use appropriate intake and verification steps, with staff correction when needed.
Explain the next step
Review the response in context and follow up with the payer or patient as appropriate.
02 / Confirm the details
What to Confirm Before Setup
An eligibility response is not a guarantee of payment or a final patient balance. Coverage depends on the plan, service, authorization requirements and payer adjudication.
Explore the CRM overviewYour setup conversation
Your implementation scope
The job to be done
Your priorities, office process and team responsibilities.
The supported connection
Enabled software, permissions and integrations in scope.
The operating plan
Training, testing, access and ongoing management.
03 / Questions practice owners ask
Insurance Eligibility.
Clear Answers.
Is eligibility the same as accepting an insurance carrier?
No. Your accepted-carrier list describes practice participation. Eligibility checks concern an individual plan and the information returned for that check.
Does this show what the patient will owe?
Available responses may include benefit information such as copays or deductibles. Staff must review the context; the response is not a final cost or payment guarantee.
Does it work with every payer and EHR?
No universal connection is promised. We confirm the payer access, software functions and integration supported by your setup.
Is this included in your marketing packages?
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Discuss Eligibility Workflows
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.
Included according to your marketing package.