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Medical Insurance Verification: Eligibility and Benefits Verification Salesforce
Verify Patient Eligibility and Benefits Instantly Inside Salesforce
- Industries
- Healthcare & Life SciencesProfessional ServicesPublic Sector
- Business Need
- ProductivityIT & AdministrationIT Management
- Requires
- Revenue CloudExperience CloudHealth Cloud
- Compatible With
- Service CloudHealth CloudData Cloud for Marketing
Medical Insurance Verification enables real-time eligibility and benefits verification in Salesforce. Instantly validate patient coverage, benefits, and authorizations across 1,100+ payers, including Medicare & Medicaid, while keeping workflows compliant.
Highlights
✔️Medical Insurance Verification Checks Eligibility and Benefits Get instant verification of patient’s eligibility and benefits in real time directly within Salesforce. You get complete clarity on active coverage, copays, coinsurance, and benefits.
✔️Verify Patient Eligibility Across 1,100+ Payers Including Medicare and Medicaid • Supports over 1,100 commercial payers • Includes Medicare and Medicaid • No more portal hopping or phone calls • Faster responses for front desk and billing staff
✔️Check Authorization and Referral Status in Salesforce Get instant verification of authorization or referrals required for the treatment of patients, so that the staff can move forward with confidence. This reduces claim denials and delivers faster care
✔️Confirm Policy Status and Patient Demographics • Confirm the policy is active • Verify the demographics info for patients • Review the benefit limits • Identify exclusions based on coverage • Enhanced process for insurance policy validation
✔️Verify Coverage for 187+ Procedures to Prevent Billing Issues You can verify coverage for over 187 different procedures. Identify coverage gaps early to prevent billing issues and reduce write-offs.
✔️Keep Eligibility and Benefits Verification HIPAA-Compliant • We protect data from start to finish • All data is stored and transmitted securely • All activities are logged • The cloud environment follows HIPAA rules
✔️Update Eligibility and Benefits Records Automatically in Salesforce • Maintains accuracy of the records • No manual follow ups required • Supports your insurance workflows • One source of information for billing and care decisions
✔️Run Eligibility and Benefits Verification in Health Cloud and Service Cloud • Works with Health Cloud and Service Cloud • Utilizes Salesforce APIs • Integrates with external tools • Embeds verification into your operations
✔️Reduce Claim Denials by Verifying Patient Eligibility at Intake By verifying patient eligibility and benefits at the onset of treatment, you reduce claim denials & increase reimbursement velocity.
Provider Details

Cloud Maven, Inc
Delaware, United States
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2018
Phone
+1 (740) 470-0000Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
1. Every customer will get a free monthly 1000 verification check. 2. Monthly overage over 1000 will be charged at 20 cents per insurance verification check.
Default Plan
$500 USD/company/month
Lowest Starting Price