Insurance eligibility check during the intake call

The agent runs an eligibility check while the caller is still on the line and logs the result for staff.

What it does

Captures carrier and member ID, checks eligibility with supported payers, and attaches the result to the lead record.

Where the privacy line sits

Member IDs and benefit details are PHI. The result is a starting point for staff, not a coverage promise.

PHI: BAA required. Touches protected health information. Needs a Business Associate Agreement if HIPAA applies.
42 CFR Part 2. May touch substance use disorder records covered by Part 2. Get counsel's review of consent and redisclosure.

What stays human

Telling a family what they'll owe. A trained person explains benefits, authorization, and cost.

Example tools

DIAL3D (insurance verification on the call)

Listed because the vendor publicly describes this capability (source checked 2026-10-17). Not tested by us and not an endorsement. Ask every question in our vendor evaluation guide before you buy.

Not legal advice. Have a healthcare attorney review your setup before any patient or resident information goes into a tool.