# Insurance Eligibility Verification for Therapy Practice Managers

> AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%.

- **Role:** [Therapy Practice Manager](https://calish.com/workflows/for/therapy-practice-manager/)
- **Category:** [Data Entry & Processing](https://calish.com/workflows/category/data-entry-and-processing/)
- **Specialty:** [Mental Health](https://calish.com/workflows/specialty/mental-health/)
- **Action:** Insurance Eligibility Verification
- **Canonical URL:** https://calish.com/workflows/insurance-eligibility-verification-for-therapy-practice-manager/

## The Problem

Front-desk eligibility checks for Mental Health patients run manually against payer portals — patients show up with inactive coverage and the practice absorbs the write-off.

## What We Build

AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%.

## Tools & Integrations

- SimplePractice
- TherapyNotes
- Alma
- Google Drive

## How It Works

1. **Discovery call.** We map your current insurance eligibility verification process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [SimplePractice](https://calish.com/workflows/with/insurance-eligibility-verification-for-therapy-practice-manager-with-simplepractice/) — Insurance Eligibility Verification built natively in SimplePractice
- [TherapyNotes](https://calish.com/workflows/with/insurance-eligibility-verification-for-therapy-practice-manager-with-therapynotes/) — Insurance Eligibility Verification built natively in TherapyNotes
- [Alma](https://calish.com/workflows/with/insurance-eligibility-verification-for-therapy-practice-manager-with-alma/) — Insurance Eligibility Verification built natively in Alma

## Related Workflows

- [Chart Closure & Encounter Documentation for Therapy Practice Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-therapy-practice-manager/)
- [Coding & CDI Quality Check for Therapy Practice Managers](https://calish.com/workflows/coding-and-cdi-quality-check-for-therapy-practice-manager/)
- [Patient Balance Collections for Therapy Practice Managers](https://calish.com/workflows/patient-balance-collections-for-therapy-practice-manager/)
- [Rx Refill Request Processing for Therapy Practice Managers](https://calish.com/workflows/rx-refill-request-processing-for-therapy-practice-manager/)
- [Lab Result Triage & Follow-up for Therapy Practice Managers](https://calish.com/workflows/lab-result-triage-and-follow-up-for-therapy-practice-manager/)
- [HEDIS / Quality Measure Tracking for Therapy Practice Managers](https://calish.com/workflows/hedis-quality-measure-tracking-for-therapy-practice-manager/)

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