Scheduled Auto-Eligibility

Archy’s automated insurance eligibility feature takes the hassle out of coverage checks by confirming each patient’s insurance before their appointment. You’ll save time, reduce manual tasks, and always have up-to-date information for smoother patient experiences and cleaner claims.

Insurance Verification Settings in Archy – Set up automation to keep coverage checks current for every appointment.

How It Works

Before Each Appointment

Automatically schedule insurance eligibility checks for every patient visit. This keeps your calendar accurate and reduces last-minute surprises by ensuring insurance status is always verified before check-in.

Days Before Setting

Choose how many days in advance Archy will run eligibility checks—between 1 and 10 days. Setting this window gives your team time to resolve issues, contact patients, or update records before appointments happen.

Same Month Verification Only

Enable this to limit eligibility checks for appointments early in the month (like the 1st, 2nd, or 3rd) so they’re always verified in the current month. This is handy since most payers will end coverage due to plan changes or terminations at the end of a calendar month.

When Primary Insurance Is Added or Replaced

Whenever your office or a patient adds or updates a the primary insurance, Archy instantly verifies coverage. This ensures new insurance info is always checked before the patient comes in.

Reset Eligibility to Not Verified

Set when completed appointments should have their eligibility status reset to "Not Verified" for future visits. Archy can reset the status the day after an appointment, or on the first of each month. This ensures eligibility gets rechecked before each new appointment, keeping your records accurate.

Frequently Asked Questions

1. When are automated eligibility checks performed?

Archy checks eligibility on the schedule you choose—select the number of days before each appointment so issues are caught early. For appointments scheduled same-day, Archy will automatically run those right away. For other appointments scheduled within your days before setting, those will run automatically once per day. 

2. Does the system check all insurances automatically?

No, automated checks only apply to a patient's primary insurance. Secondary or additional insurances still need to be verified manually.

3. What happens if an eligibility check returns an error?

Check that the insurance info is correct—if it is, contact the patient and re-verify manually. Archy helps catch issues before the appointment, leading to a smoother check-in.

4. Should I use "Same Month Verification Only"?

Use this if payers change coverage at the start of each month, or you’ve had denials due to early-in-the-month appointments.

5. What’s the best way to keep my eligibility results current?

Enable auto checks for appointments and insurance changes, reset eligibility after each visit, and monitor any errors in your daily workflow.

With Archy’s automated eligibility settings, you’ll always know a patient’s coverage before they arrive—no extra steps or frantic morning verifications needed.