We built Eligibility XM to verify patient insurance in seconds

Sharing our Eligibility XM Agent by TalentXM A claim denied for eligibility was usually preventable before the patient even got to the exam room. Front desks still verify insurance by hand. They retype member IDs, toggle between payer portals, and chase coverage details while the waiting room fills up. When something slips, it shows up weeks later as a denial, rework, and lost revenue. So we built Eligibility XM, an AI agent on Workato that verifies patient insurance in seconds through the Optum Eligibility API. It works the way your team already works: 🔹 One patient, right now. Type the patient details in chat and get coverage status back instantly. 🔹 A whole day's schedule. Point it at a spreadsheet of upcoming appointments. It verifies every row, writes results back, and gives you a summary of what needs attention. 🔹 Just the insurance card. Drop a card image into a shared drive and Workato IDP reads it, builds the request, and returns the result. 🔹 Straight from email. Patients or staff email a card photo, and the verification comes back by email. Behind the scenes, Optum handles the X12 270/271 translation. Your staff never touch EDI. They see a clear answer: active, inactive, or needs review. What this changes: ✅ Fewer eligibility-related denials ✅ Less manual rework at registration ✅ Staff time back for patients instead of payer portals This is one piece of a bigger push at TalentXM: building practical, governed AI agents for healthcare revenue cycle, alongside our work on denials, prescription refills, and care gap closure. If eligibility checks are still a manual bottleneck for your organization, I'd love to show you Eligibility XM in action.lnkd.in/p/gSjFXk5G