How Avery works

From your schedule to your chart — Avery runs the whole loop.

No uploads, no portals, no new screens for your team. Avery connects to the system you already use, works your schedule every night, and only asks for a human when something genuinely needs one.

01
Reads your schedule

Pulls tomorrow's appointments from your PM system.

02
Checks each patient

Eligibility, plan, copay, deductible — verified per payer.

03
Writes it back

Drops the answer into the field your team already reads.

04
Flags exceptions

Surfaces only what needs a human — with the evidence.

Stage 01 · Reads your schedule

It starts with the schedule you already keep.

Every night, Avery reads tomorrow's appointments straight from your practice management system. Nobody exports a spreadsheet. Nobody re-keys a list. If it's on the schedule, Avery has it.

  • Connects once, during a 60-minute kickoff.
  • Reads add-ons and same-day changes automatically.
  • Nothing for your front desk to start or remember.
connected · your PM system
Syncing tomorrow's schedule…142 appts
8:00Jordan Park
8:20Maria Alvarez
8:40Robert Chen
9:00Tomas Boateng+ 138 more
app.kerbsidehealth.com / checks
Checked
142
Benefits in
131
Review
8
Inactive
3
TimePatient · PayerAnswer
8:00Jordan ParkAetna PPO · copay $30Benefits in
8:40Robert ChenMedicare Part BCoverage only
9:00Tomas BoatengCigna · referral missingNeeds review
Stage 02 · Checks each patient

The work a person would do — at the scale a person can't.

For every patient, Avery confirms active coverage, identifies the plan, and pulls copay and deductible. It reads the payer's actual response — not a guess — and records exactly what it found, so any answer can be traced.

Benefits in

Active coverage, full plan details returned.

Coverage only

Active, but the payer withheld benefit detail.

Needs review

Something's off — sent to a human with notes.

Inactive

Coverage lapsed or termed — caught early.

Stage 03 · Writes it back

The answer lands where your team already looks.

No second system to check. Avery writes the verified result into the same status field your front desk opens every morning — so the work is simply done when they arrive.

status field · structured detail · full audit trail

your PM system · patient record
Sara Patel
DOB 04/12/1986 · BCBS TX
9:20 AM
Eligibility status
Eligibleby Avery · 5:09 AM
Copay
$40
Deductible
$250 met
Plan
PPO
written back automatically — no staff action
app.kerbsidehealth.com / exceptions
Caught 6 days before the visitNeeds review
Dana Nguyen
Mar 18 · 9:40 AM · Humana
What Avery found

Plan terminated 12/31. Patient still active in chart. No secondary on file.

Coverage lapsedCaught before the visit
Stage 04 · Flags exceptions

Your team only sees what actually needs them.

The clean checks just get written. The handful that need judgment land in Exceptions — each one with the patient, the payer's response, and exactly what Avery found, so a person can resolve it in seconds, not start from scratch.

Most checks need zero human touch. Your team works only the exceptions Avery surfaces.

The last step · going live

You decide when Avery goes live.

Onboarding takes about two weeks. For the last stretch, Avery runs quietly in the background — checking your real schedule, writing nothing — so you can confirm it's right. When you're satisfied, you turn write-back on.

01
Confirm
details
02
Kickoff
60-min call
03
Connect
your PM system
04
Shadow mode
checking · not writing
05
Go live
write-back on

Nothing touches a patient record until you approve go-live. The background period is just there to de-risk the switch — your team doesn't manage it.

Questions

The practical stuff.

How long until Avery is live?

Most practices connect at a 60-minute kickoff and start shadow mode within days. You go live whenever the agreement score earns your trust — typically a couple of weeks.

Does my team have to learn a new system?

No. Avery writes results into the status field they already use. The only new screen is the optional Exceptions view — and only for the handful of cases that need a human.

What happens when Avery isn't sure?

It never guesses on a record. Anything ambiguous is marked Needs review and routed to Exceptions with everything it found attached, so a person can decide quickly.

Is patient data handled safely?

Yes. Kerbside operates under the agreements healthcare requires, with first-party security logging and least-privilege access to your systems. We'll walk through specifics on the call.

30-minute working session

See how this fits your practice.

Tell us how your front desk verifies patients today, and we'll walk through exactly how Avery would take it on — same statuses, same workflow. No slides, no canned demo.