Healthcare

Turn signups into insured patients.

Verified finds a patient’s insurance from name and birthday, checks eligibility and benefits, and tells you if they’re in network. No card, no member ID, no typing.

Book a callSee how General Medicine cut drop-off in half
50%less signup drop-off at General Medicine
<30sto find insurance and eligibility
<1 dayto integrate with our SDK

“The feedback has been, wow, onboarding is really slick. I was at many points kind of delighted.”

Greg Lewis, Chief Economist, General Medicine

We found your insuranceStep 3 of 4
Richard Hendricks · 08/01/1989Coverage active
Found by Verified2.4s
InsurerAetna
PlanChoice POS II
Member ID•••4069
Group number123456
Network statusCopay $30 · Primary care
In network
Confirm insurance

Not right? You can edit anything or add another plan.

Your team gets the full eligibility record and network decision.

Trusted by telehealth and digital health teams

General MedicineSesameFayLotus Health AI
HIPAAA BAA for every healthcare customerSOC 2 Type IIPatient consent on every lookup

How it works

Insured patients, without the card hunt.

Patients rarely have their insurance card in hand. Verified finds their plan from their name and birthday, checks eligibility, and fills it in for them to confirm.

1

Verify the phone

Confirmed in seconds, often with no typing.

2

Find their insurance

Found from name and birthday, with eligibility and your network rules checked.

3

Confirm with 1-Click

The patient confirms coverage. No card photo or member ID.

The problem

Insurance is where patient signups stall.

Healthcare onboarding asks for the one thing people rarely carry: the details on their insurance card.

“

Health is kind of a messy space and somehow you’re pulling all this information, making it feel very frictionless, which is not typical.

Greg Lewis

Chief Economist, General Medicine

The card hunt

Patients often sign up without their insurance card in hand. Photos come out blurry and member IDs get mistyped.

Eligibility in the dark

Until coverage is checked, you don’t know if the plan is active, in network, or what the patient will owe.

Manual follow-up

Staff call payers and chase patients to fix it, while the patient waits or books somewhere else.

Who it’s for

Built around how you see patients.

Virtual care, specialty practices, clinics and pharmacies each need different insurance details. Verified returns what you need.

Telehealth and virtual care

Book the visit while the patient is still here.

Patients sign up on their phone, often at night, with their insurance card in another room. Every extra step is a chance to lose them.

Find insurance from name and birthday. No card photo, no member ID.
Show the patient their coverage and copay before they book.
Pair with 1-Click Signup so the patient barely types at all.
What Verified returns
PayerMember IDPlanEligibilityCopay
50%less signup drop-off at General Medicine
Specialty care

Network status that matches your contracts.

Women’s health, mental health and weight care practices often take some plans in some states and not others. A wrong answer means a surprise bill or a turned-away patient.

Write your contracts as rules by payer, state, plan, group and insurance type.
Send unclear cases to your team as Needs review, not to the patient.
Flag self-pay right away when a plan is out of network.
What Verified returns
Network statusPlan nameGroup numberInsurance type
Clinics and provider groups

Eligibility checked before the patient walks in.

Front desks lose hours to card scans, payer calls and re-keyed member IDs. Mistakes there turn into denied claims later.

Check eligibility and benefits at intake, not at check-in.
Get deductible, copay, coinsurance and out-of-pocket details, already parsed.
Attach your EHR insurance package IDs to rules so plans are filed correctly.
What Verified returns
EligibilityDeductibleCopayCoinsuranceOut-of-pocket max
Pharmacies and Rx delivery

Coverage confirmed before the first fill.

Online pharmacies need a patient’s identity and insurance before a first order. Asking for both up front stalls new patients.

Fill in the patient’s identity and health plan at signup.
Confirm coverage is active, and choose which benefits to check, including pharmacy.
Verify the patient’s phone number for refill reminders and delivery updates.
What Verified returns
IdentityPayerMember IDCoverage status
“

This is working because it’s differentiated... it gives us an edge for the time being.

Healthcare customer

“

Really beneficial for us to have over the rest of the market.

Healthcare customer

What you get

Everything you need before the first visit.

One lookup returns insurance, eligibility, benefits and your network decision.

Insurance, found

Payer, member ID, plan name, group and effective dates, from just a name and birthday.

Eligibility and benefits, parsed

Coverage status, deductible and what’s left, copay, coinsurance and out-of-pocket max. No raw EDI to decode.

Network status, from your rules

In network, Out of network or Needs review, decided by the rules you set for your contracts.

Cost estimates

What the patient will likely owe for a visit, based on their plan and benefits.

“

Users who have insurance autofilled convert at an astronomically higher rate.

Healthcare customer

Eligibility recordReturned by Verified
Patient nameRichard Hendricks
Date of birth08/01/1989
Insurance card
InsurerAetna
PlanChoice POS II
Member ID•••4069
Group number123456
Group namePied Piper
Effective date01/01/2026
Network statusCoverage active · Medical
In network
Benefits
Deductible$1,500 · $750 left
Copay$30 primary care
Coinsurance20%
Out-of-pocket max$4,000 · $2,740 left
Estimated cost of this visitNewPrimary care visit, based on this plan
$30

Network rules

Know if a patient is in network before they book.

Your contracts vary by payer, state and plan. Set them once as rules in the Dashboard, and every lookup returns a network decision.

Match on payer, patient state, plan name, group number or name, insurance type and more.
Each rule returns In network, Out of network or Needs review, so edge cases go to your team instead of the patient.
Attach your own data to a rule, like an EHR insurance package ID or a self-pay flag.
Choose which coverage types and benefits to check, right in the Dashboard. No code changes.
“

My personal focus is maximizing conversion rate on the growth side — not just signup conversion, but signup-to-appointment conversion. And as you can imagine, 1-Click Health is very important for that. If a customer onboards their insurance and sees a price, they are significantly more likely to convert and actually book an appointment with us.

Healthcare customer

Network rulesChecked in order
Payer: AetnaState: NY, MA or WAPlan type: PPO
In networkEHR package 123456
Payer: UnitedHealthcareGroup number: 123456
In networkEHR package 204518
Insurance type: Medicaid
Out of networkOffer self-pay
Anything else
Needs reviewSend to billing team

Case study · General Medicine

General Medicine halved signup abandonment in one sprint.

General Medicine, a telemedicine company, asks new patients for a phone number and birthday. Verified fills in the rest of the application, and patients keep moving.

“We almost halved our drop off rate, which is wild, considering it was already such a successful funnel.”

Greg Lewis

Chief Economist, General Medicine

50%lower signup abandonment
1 sprintto implement
10%more likely to purchase
“

We’d been looking for ways to make the experience feel more magical. Onboarding is always painful, and in medicine especially. So when we saw Verified, we were like ‘this is really cool’. You go to the next screen, and all this information is there for you. You just keep moving.

Greg Lewis

Chief Economist, General Medicine

“

It’s really awesome. We really love 1-Click Health.

Kristian Zadlo

General Medicine

“

It made people much more willing to keep engaging, maybe because they’re impressed. There’s a bit of legitimacy when something magical happens.

Greg Lewis

Chief Economist, General Medicine

Read the General Medicine case study

More case studies

Security and compliance

Built to handle PHI.

We sign a BAA with every healthcare customer, and our SOC 2 Type II audit also covers HIPAA.

SOC 2 Type II
HIPAA
Visit the Trust CenterRequest our SOC 2 report

A BAA with every customer

We sign a Business Associate Agreement with every healthcare customer before any PHI flows.

SOC 2 Type II, covering HIPAA

Independently audited every year. Our latest report came back perfectly clean.

Patients stay in control

Patients see their insurance details and confirm them before anyone can store or use them.

Deleted after a short time

Health lookup results are deleted after a short time.

Only what you ask for

Choose which coverage types and benefits to check. Nothing else is requested.

Tested by outsiders

Independent penetration tests every year, with a letter of attestation on request.

FAQ

Questions from healthcare teams

What does Verified need to find a patient’s insurance?

Just their name and birthday. If you use 1-Click Signup first, the patient types almost nothing.

What do we get back?

Payer, member ID, plan name, group number and name, effective dates, coverage status, and benefits like deductible, copay, coinsurance and out-of-pocket max. You also get payer contact details and a network decision based on your rules.

How do network rules work?

You define rules in the Verified Dashboard using conditions like payer, patient state, plan name, group and insurance type. Each rule returns In network, Out of network or Needs review, and can carry your own data, like an EHR insurance package ID.

Does Verified sign a BAA?

Yes, with every healthcare customer. Our SOC 2 Type II audit also covers HIPAA, and health lookup results are deleted after a short time.

What if Verified can’t find a patient’s insurance?

The patient enters their insurance manually, the same as today. Nobody gets stuck.

Can Verified estimate what a visit will cost?

Yes. Verified estimates what a patient will likely owe for a visit, based on their plan and benefits. You also get the deductible, copay, coinsurance and out-of-pocket details for every patient.

How long does it take to go live?

Less than a day. General Medicine launched in one sprint.

Ready to onboard more users?

Try the live demo, customized for your company in about a second, or talk with our team about your signup flow.

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