What Avery does today
Insurance verification & benefits
- ▸Coverage and available benefit details for scheduled patients
- ▸Medicare Advantage routing
- ▸Write-back to the exact status field your team already uses
How it works
Two weeks to go live.
Then Avery owns the schedule.
We map how your front desk verifies patients today and start with insurance verification and benefits eligibility. Below: the two-week rollout, how a single check runs, how Avery fits the way your front desk already works, and how it connects to your EHR/PM.
01
Implementation
The first two weeks.
The work is practical: map today's verification process, set up write-back, run shadow mode, and go live only when the results look right.
-
01
Discover
Week 0We sit with your office manager and the staff who verify insurance today, then map exactly how your front desk marks a patient verified today.
What we capture
- ▸Payer mix, schedule sources, service types, and insurance fields
- ▸The exact status field, worklist, or note used for verification
- ▸Hand-off rules for inactive plans, ID mismatches, and checks with no clear answer
-
02
Provision
Week 1We wire write-back to your exact statuses, set up the way Avery should run, and connect Avery to the schedule and insurance fields needed for each check.
What's set up
- ▸Schedule read access, plan, and member ID fields
- ▸Verified status + benefits write-back to the field your team uses
- ▸How far ahead Avery checks, when Avery takes a second look, and what happens with same-day adds
-
Go live
Week 2Avery runs in shadow mode for a few days, results get checked against your team's review, then Avery takes the schedule. Your team handles exceptions; Avery handles the rest.
Go-live rhythm
- ▸Daily shadow-mode comparison before live write-back
- ▸First-month adjustments for payer quirks and hand-off rules
- ▸Pause or change the routine anytime
02
How a check runs
One patient, end to end.
For each ophthalmology appointment, Avery reads the schedule, checks with the payer, reads the answer, and writes it back.
01Schedule
Patient on the schedule
Avery sees the visit, provider, service type, payer, and member fields.
02Read
Reads the patient
Pulls the plan and member ID — only what's needed to run the check.
03Check
Checks the payer
Checks with the payer — instantly where they support it, through their portal where they don't.
04Read
Reads the benefits
Copay, deductible, coinsurance — and what to collect at check-in.
05Clear
Clears or flags
Returns a clear coverage answer or passes the patient to your team.
06Write back
Writes to your workflow
Verified status + benefits posted to your exact field.
Exception lane
When Avery passes it to your team
Termed plans, member-ID mismatches, missing plans, and checks with no clear answer get a reason and a handoff. Your team starts from the payer answer instead of starting from scratch.
03
Working with Avery
Avery learns how you work.
Avery doesn't make you adopt a new process. It learns the rhythm your front desk already runs — whether you check coverage when a patient books, a few days out, the night before, or all three — and works inside it, in the same status fields. Where it sees a chance to keep you ahead, it'll suggest a smarter move. The call is always yours.
A typical week with Avery
- 01
When a patient books
A quick coverage check catches dead member IDs and termed plans early.
- 02
A few days before the visit
The full benefits pull — copay, deductible, coinsurance, and what the patient will owe — is ready in the chart.
- 03
The night before · clinic clean by morning
A last look catches anything that changed since booking.
- 04
Same-day add-ons
Walk-ins and squeeze-ins get checked the moment they hit the schedule.
You're in the driver's seat
Avery suggests. You decide.
- ▸Take a second look at plans that change often, like Medicaid and marketplace coverage
- ▸Check again when a visit moves
- ▸Decide how far ahead Avery should check
- ▸Choose who sees flags, and where
Prefer to keep it simple? Leave the defaults. Avery never changes how you work without you saying so.
Coming next
Coming after verification is solid
- ▸Prior authorization
- ▸Procedure cost estimates for cataract, IOLs, and injection drugs ride with prior authorization
- ▸Vision-plan benefits: VSP, EyeMed, Davis, and Spectera
- ▸Patient outreach, where Avery flags the issue and your front desk makes the call
04
Integrations
How Avery connects.
Avery works inside the EHR and PM workflow your ophthalmology practice already uses. On kickoff we confirm the fastest supported path and the safest write-back mode.
Surface
Avery checks every scheduled patient and posts results to a worklist for staff review.
Write-back · most common
Avery writes verified status and benefits into the exact status field your front desk already uses.
Full clearance
Avery clears the schedule and sends only termed plans, mismatches, missing information, and checks with no clear answer to your team.
Not sure how yours fits? Tell us your EHR, PM system, and top ophthalmology payers on the call and we'll map exactly how Avery connects.
05
FAQ
The questions every practice owner asks.
What if our EHR or PM vendor is slow to grant access?
We can often start with a daily schedule export and move into deeper write-back once access clears. We flag vendor delays early and keep the implementation fee tied to go-live.
Do we have to pick an integration depth upfront?
No. Most practices start in write-back. Avery posts verified status and benefits into your system, and your team handles flagged exceptions. You can change depth by payer or over time.
What does Avery have access to in our systems?
Only what's needed for the active skill. For insurance checks, that's the schedule, the plan and member ID, and the field used for status write-back. Avery doesn't touch clinical notes, billing, or patient communications.
What happens when Avery makes a mistake?
Every check is saved, along with what the payer said and how Avery read it. We adjust the hand-off rules during shadow mode and after go-live so unclear cases go to your team.
HIPAA, BAA, security — what's the short version?
HIPAA safeguards are in place and a BAA is signed before kickoff. Access is scoped, audited, and limited to the active skill.
Can we pause if things slow down or change?
Yes. There is no multi-year contract. Pay-per-check means your bill follows completed checks, and you can pause anytime.
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 routine, same workflow.
You'll talk to the founders, not a sales rep — and we'll tell you if you're not a fit.