The Problem
Every new patient requires insurance verification before their appointment: collecting policy info, calling the insurance company, waiting on hold for 15-20 minutes, verifying coverage and copay, documenting everything. Your staff spends 3-4 hours per day on insurance calls. And when verification isn't done before appointments, you get surprise no-shows and billing nightmares.
What This Costs You:
- Staff spend 3-4 hours/day calling insurance companies and waiting on hold
- Manual verification delays appointment scheduling by 24-48 hours
- Unverified insurance leads to 15-20% no-shows and payment issues
- Errors in manual data entry cause claim denials and delayed payments
- After-hours new patients can't complete insurance verification until next business day
The Sockly Solution
Automated Insurance Verification in Under 60 Seconds
Sockly collects all insurance information from the caller, performs real-time eligibility verification via direct payer API connections, confirms coverage and benefits, checks copay/deductible, and logs everything in your practice management system. The entire process takes under 60 seconds, works 24/7, and eliminates manual verification work entirely.
How It Works:
- 1Caller provides insurance information (carrier, policy number, group number, subscriber details)
- 2Sockly performs real-time eligibility verification via API connection to major payers (UnitedHealthcare, Aetna, Blue Cross, Cigna, etc.)
- 3Retrieves: coverage status, effective dates, copay amount, deductible info, covered services
- 4If covered: proceeds with appointment booking and sends confirmation with benefit details
- 5If not covered or issues found: notifies patient immediately and offers alternatives (cash pay, payment plans)
- 6All verification data logged in your EHR/PMS with timestamp and coverage details
- 7Staff receive dashboard of verified patients ready for appointments vs those needing follow-up
Real-World Example: Multi-Specialty Clinic
HealthFirst Medical Group is a multi-specialty clinic with 12 providers. Before Sockly, 2 full-time staff members spent entire days calling insurance companies to verify new patient coverage, taking 20-30 minutes per verification.
Before Sockly
New patient calls to book appointment. Receptionist collects insurance info and says 'We'll call to verify and call you back tomorrow.' Next day: verification staff spends 25 minutes on hold with insurance company. Coverage confirmed. Calls patient back—no answer. Three more rounds of phone tag. Appointment finally booked 4 days later. 30% of these patients never complete the process.
After Sockly
Same scenario: New patient calls. Sockly collects insurance info, performs real-time verification in 45 seconds, confirms coverage and $30 copay, and books appointment immediately. Patient receives confirmation with insurance details. Total call time: 3 minutes. Zero follow-up needed.
Impact:
HealthFirst eliminated 80% of manual insurance verification work. Two full-time verification staff reassigned to patient care coordination. New patient booking timeline reduced from 4 days to 3 minutes. No-show rate dropped from 18% to 7% due to pre-verified insurance. Claim denial rate dropped from 12% to 3%. Annual savings: $96,000 in staff time + $140,000 in reduced denials.
Key Benefits
60-Second Verification
Real-time eligibility checks complete in under 60 seconds. No hold time, no callbacks.
Direct Payer API Connections
Integration with major insurance companies for real-time, authoritative eligibility data.
24/7 Verification Availability
New patients can verify insurance at midnight on Sunday. No waiting until business hours.
Auto-Documentation
All verification data logged automatically in your EHR/PMS. No manual entry, no errors.
7% No-Show Rate
Pre-verified insurance dramatically reduces no-shows. Patients know their coverage before arriving.
$96K Annual Savings
Eliminate manual verification staff time. Reduce claim denials. Capture revenue faster.
We had two full-time employees just calling insurance companies all day. Sockly now verifies insurance in under 60 seconds automatically, 24/7. We saved $96,000 in staff time, cut our no-show rate in half, and reduced claim denials by 75%. Transformational.
Result: $96K staff savings, 7% no-show rate, 75% fewer claim denials
Automate Your Insurance Verification
See how much time your staff is wasting on hold—and how Sockly can verify insurance in 60 seconds.
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