Send us your patient list. We run a full insurance eligibility check across every payer and return a detailed coverage analysis report. Active, inactive, lapsed, terminated. You'll know exactly where your patient insurance stands.
Four steps to a complete patient insurance check. Here's exactly what happens when you send us your list.
Pull a CSV or spreadsheet from your EHR with patient names, dates of birth, and insurance IDs. No special formatting needed. We handle the rest.
| Patient | DOB | Payer | Member ID | Status |
|---|---|---|---|---|
| MRMaria Rodriguez | 03/14/1988 | UnitedHealthcare | UHC-889241 | Pending |
| JCJames Chen | 11/02/1975 | Aetna | AET-334127 | Pending |
| SKSarah Kim | 07/21/1992 | Blue Cross | BCB-551903 | Pending |
| DWDavid Washington | 01/09/1983 | Cigna | CIG-772841 | Pending |
| APAmanda Patel | 09/30/1990 | Humana | HUM-443219 | Pending |
Our AI connects to payer portals and eligibility databases in real time. Every patient gets a fresh coverage status, not a cached result from last month.
You get a clear breakdown: how many patients have active insurance coverage, how many have lapsed or terminated policies, and how many need immediate follow-up.
| Patient | Payer | Status | Detail | Checked |
|---|---|---|---|---|
| RTRobert Taylor | Molina | Terminated | Eff. 01/31/2026 | Today |
| SKSarah Kim | Blue Cross | Plan Changed | HMO → PPO | Today |
| NJNicole Johnson | Aetna | Lapsed | No payment since Dec | Today |
| BMBrian Mitchell | Cigna | Auth Expiring | Expires 03/01/2026 | Today |
| MRMaria Rodriguez | UHC | Active | PPO, verified | Today |
| JCJames Chen | Aetna | Active | HMO, verified | Today |
| TWTamara Williams | Humana | Inactive | Disenrolled 02/01 | Today |
| LPLisa Park | Anthem | Active | EPO, verified | Today |
| CVCarlos Vega | Medicaid | Active | Medicaid, verified | Today |
Your insurance monitoring report breaks down every issue by type with clear next steps. Terminated plans, coverage gaps, plan changes, expiring authorizations. Each one represents revenue at risk.
A patient list with names, dates of birth, and insurance info (payer name and member ID). Any format works: CSV, Excel, or a direct EHR export. We handle the formatting.
Yes. All data is transferred and stored in HIPAA-compliant systems. We sign a BAA before receiving any patient information, and data is encrypted at rest and in transit.
Up to 300 patients per free analysis. If your practice is larger, reach out and we can discuss a custom batch. There's no limit on the continuous monitoring product.
Most analyses are completed within 24 hours. Complex batches with many different payers may take up to 48 hours. You'll get an email as soon as your report is ready.
The report is yours to keep and act on. If you want Annie to monitor your patients continuously and alert you to changes in real time, we can set that up as a next step. No obligation.
This free analysis is powered by the same AI that runs inside Annie. Explore what else she can do for your practice.
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