Insurance Eligibility Verification for Plastic Surgery Practice Managers with Phreesia

Phreesia Plastic Surgery Practice Manager Plastic & Cosmetic Surgery

The Problem

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

What We Build in Phreesia

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%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.

Phreesia Integration Approach

1

Audit your Phreesia configuration

We map the specific Phreesia objects, custom fields, and workflows the automation needs to touch for your plastic & cosmetic surgery practice.

2

Build on the Phreesia API or agent

Integration happens inside Phreesia — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in Phreesia with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your Phreesia instance

30-minute call. We'll look at your actual Phreesia setup and show exactly how this workflow fits.

More About This Workflow

Insurance Eligibility Verification for Plastic Surgery 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%.

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