Insurance Eligibility Verification for Veterinary Office Managers with PetDesk
The Problem
Front-desk eligibility checks for Veterinary Medicine patients run manually against payer portals — patients show up with inactive coverage and the practice absorbs the write-off.
What We Build in PetDesk
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 PetDesk — uses the native API or agent integration so nothing leaves the system of record.
PetDesk Integration Approach
Audit your PetDesk configuration
We map the specific PetDesk objects, custom fields, and workflows the automation needs to touch for your veterinary medicine practice.
Build on the PetDesk API or agent
Integration happens inside PetDesk — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in PetDesk with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your PetDesk instance
30-minute call. We'll look at your actual PetDesk setup and show exactly how this workflow fits.