Insurance

Request for insurance information prior to appointment

Insurance

Insurance Card

Co-Pay

Photo ID

Text Samples

Health Center: {clientFirstName} has an appt {eventDateAtTimeShort} w {eventProviderName} at {eventLocationAddress}. Please bring your insurance card, photo id, any imaging you may have and a copy of your current medication list. Please remember to bring your copay and referral "IF" required by your ins co.
Hello {clientFirstNameProperCase}! To continue building your patient chart, please reply back to this secure message with a picture of your insurance cards (front and back) and photo ID. We would greatly appreciate it. Thank you!

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Benefits

Staff Efficiency
Co-Pay Collection
Patient Identification

Reference Customers

RMOA

Flowcharts

View and download helpful workflow documentation related to this use case below.

Reports

Response Rate by Automation will only display the response rate for automations asking a patient to confirm their appointment. The report defaults to only SMS, but call and email can be added to the destination type filter to look at the overall response rate. ***This report is included in the Analytics Plus Package