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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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Revenue CloudExperience CloudHealth Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Service CloudHealth CloudData Cloud for Marketing
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.com
App Details
- Version
- Eligibility Checker/Eligibility Checker v4.58 4.58.0
- Listed On
- 08/22/2019
- Latest Release
- 04/01/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 15Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 13App Builder: 11Community Builder: 1
- Languages
- English
Security
Additional Details
Medical Insurance Verification provides a way for you to determine whether or not a patient has coverage by bringing eligibility and benefits verification into Salesforce. Our solution connects to over 1,100 payers allowing healthcare professionals to verify eligibility, benefits, and authorization for a patient’s treatment. The solution has been developed with both security and compliance in mind; therefore we ensure that patient data is protected during the entire process while streamlining workflows at the front desk and billing. Medical Insurance Verification operates in both Health Cloud and Service Cloud. ✔️Verify eligibility and benefits in real time inside Salesforce ✔️Access to information from over 1,100 commercial, Medicare and Medicaid payers ✔️Check coverage, copays, coinsurance and the limits of benefits ✔️Confirm that a policy is valid and patient’s information is correct ✔️Check authorization and referrals instantly ✔️Do procedure-verification for over 187 service types ✔️Automatically update patient records in Salesforce ✔️Keep data safe with HIPAA- security and encrypted data handling
Need help?
Cloud Maven, Inc
Delaware, United States