Medman · Eligibility & benefits In production

Eligibility checked 5 days before the visit, not the night before.

Most practices check the day before, because doing it right takes hours. Medman checks every patient on the schedule 5 days ahead, across 1,300+ payers from inside your EHR. Wrong insurance, expired coverage, out-of-network plans and patients assigned to another PCP surface while your staff can still fix them, or give the slot to someone else.

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  • Copay, deductible and out-of-pocket max for every patient, with how much is left
  • Set the window to 5 days or further out, or run a check on demand, even while a new patient is on the phone
  • Medicare, state Medicaid and commercial plans, including payers with no real-time connection
  • Every check logged with the payer's response; we sign a BAA before any patient data moves
Illustrative · fictional patients

Practices using Medman

  • Rosen Vein Care
  • Valley Diabetes & Obesity
  • Trinity Wellness Center
Live in independent practices

Less time on insurance. More time for patients.

50 → 7
Monthly staff-hours spent on eligibility verification calls at Valley Diabetes & Obesity.

Customer-reported result at our founding design partner. Sachin also serves as Agentman's VP, Agentic Healthcare. Results vary by practice.

“We cut 50 hours of monthly verification calls down to 7. Staff aren't drowning in eligibility calls anymore — they're actually talking to patients.”

Sachin Gangupantula, Co-founder & VP Practice Operations, Valley Diabetes & Obesity
  • 90 → 10Minutes a day on eligibility
  • 65%Fewer eligibility denials
  • 4–10×Return on investment

Valley Diabetes & Obesity case study (Modesto, CA; 1–5 providers), modeled from production data. Results vary by practice.

Case study (PDF)
Five days, not one

A problem found 5 days out can still be fixed. Found the day before, it can only be scrambled.

When the check runs the day before, a wrong card or a lapsed plan turns into a denial or an empty chair. With 5 days, your staff get the correct insurance on file, or cancel the appointment and find somebody else to take the slot.

With Medman: checked 5 days before the visit

  1. 5 days outMedman checks

    Coverage, plan, network, PCP on file, copay, deductible and out-of-pocket max.

  2. 4 to 2 days outTime to fix it

    Your staff get the right insurance on file, or cancel the visit and offer the slot to someone on the wait list.

  3. Day beforeNothing left to chase

    The problems were handled earlier in the week.

  4. Visit dayThe right payment

    The front desk knows what to collect at check-in.

Checked the day before

  1. 5 to 2 days outNothing checked yet

    Checking takes hours to do right, so it waits until the last day.

  2. Day beforeHours of checking

    Problems surface with no time left to fix them.

  3. Visit dayFound at the desk

    A denial weeks later, or a slot that goes empty.

  • Fewer denials

    Wrong insurance, lapsed coverage, out-of-network plans and PCP mismatches are fixed before the visit, not discovered on a denial weeks later.

  • The right payment at the visit

    Your front desk knows the copay, and what is left on the deductible and out-of-pocket max, before the patient walks in.

  • Empty slots filled

    When a visit has to be cancelled, your staff have days to offer the slot to someone on the wait list, so the time is still booked.

How it works

Every patient checked. Only the exceptions reach your staff.

Medman runs every morning against the visits 5 days out (or as far ahead as you set), using the schedule your EHR already holds. Valid patients flow through untouched; the short list is what your team sees.

An insurance card beside a calendar with a tick on one day
  1. 01

    Reads the schedule 5 days out

    Each day Medman reads the appointments 5 days ahead from your EHR (or further out, if your practice sets it), so a problem surfaces while there is still time to call the patient, or to give the slot to someone else.

  2. 02

    Checks every patient

    Coverage status, plan dates, network, PCP assignment and referral requirements, plus the copay, the deductible and the out-of-pocket max with how much is left on each.

  3. 03

    Flags the exceptions

    Wrong insurance on file, coverage that has ended, an out-of-network plan, a patient assigned to another PCP or a member the payer cannot find appear on your Medman home screen with the payer's reason.

  4. 04

    Handles the payers that make it hard

    When a payer connection is down, Medman retries. When a payer has no real-time connection at all, Medman signs in to the payer portal with your practice's own login and reads the benefits screen the way your staff would.

Your staffWork the short list days before the visit: get the right insurance on file, or cancel and offer the slot to someone else. Nothing goes to a patient without a person on your team.
What the check tells you

What the patient owes, known before they walk in.

Every result carries the numbers your front desk needs to collect the right amount at the visit, not just whether the plan is active.

  • CopayFor the visit type on the schedule.
  • DeductibleHow much is spent, the total, and how much is left.
  • Out-of-pocket maxHow much is spent, the total, and how much is left.
  • Plan and datesThe plan in effect on the visit date, and when it ends.
  • Network and PCPWhether your practice is in network, and whether the patient's PCP on file is yours.
Illustrative · fictional patient
What your staff get

One result per patient, with what to do next.

Three patients from Monday's schedule, checked the Wednesday before. On the left, what Medman starts from; on the right, the result your front desk reads.

Monday · 9:00 AM · checked Wednesday

Follow-up visit with Dr. V. Rivera Patient: T.D. · date of birth on file

Insurance card on file
  • Card front, Blue Shield PPO212 KBJPG
  • Card back198 KBJPG

Eligibility result

Coverage

  • Status: Verified · active on the visit date
  • Payer: Blue Shield PPO · member ID ending 5130
  • Plan dates: 01/01/2026 – 12/31/2026

Benefits

  • Office visit copay: $30
  • Deductible: $1,250 spent of $1,500 · $250 left
  • Out-of-pocket max: $1,800 spent of $6,000 · $4,200 left

For your staff

  • Nothing to do before the visit. Collect the $30 copay at check-in.

Illustrative · fictional patients

Active coverage, nothing to chase

Most of Monday’s patients look like this one. Five days ahead, Medman checks the card on file against the payer and writes down the numbers your front desk needs at check-in: the copay, and what is left on the deductible and out-of-pocket max. Nobody has to open a portal.

The three ways practices do it today

How to check Medicare eligibility

There are three ways to confirm a patient's Medicare coverage before their visit. Every practice uses at least one of them. The difference is what each costs in staff time.

  • 1

    The payer portal

    Log in, enter the patient's MBI — the Medicare Beneficiary Identifier on their red, white, and blue card — and read the benefits screen. It's free, but a portal check takes 10–15 minutes of staff time per patient, and you repeat it for every patient on tomorrow's schedule.

  • 2

    The phone

    Call the payer's provider line, wait on hold, and read back the same MBI. Counting staff time, CAQH benchmarks a manual eligibility check at $8.57 in provider cost (2024 CAQH Index). Multiply that by 30 patients a day and the cost stops feeling free.

  • 3

    An automated real-time check

    Send the patient's name, date of birth, and MBI to Medicare's payer ID — CMS — through a real-time eligibility connection. The answer comes back in seconds: Part A and Part B status, deductible remaining, QMB status, and any Medicare Advantage enrollment. That last field matters most. Billing Original Medicare when the patient actually has an MA plan, and billing cost-sharing to a QMB patient, are the two mistakes that turn into denials weeks later. Medman runs this check automatically for every patient on your schedule, from $0.50 per check.

Full field details for Medicare in our payer directory →

How to verify Medicaid eligibility

  • State by state

    Medicaid works differently: it's run by each state, so verification starts with your state's Medicaid program and its provider portal — the login, the fields, and even what “active” means vary state to state. Coverage can also change month to month, so a check from three weeks ago is not a check. Verify close to the date of service, every time. Medman checks ahead of the visit, and your staff can re-run a check on demand the day before or the day of. It handles state Medicaid plans the same way it handles Medicare: an automated check per patient, in seconds, with exceptions flagged for your team.

Look up your state's Medicaid plan in the payer directory →
Fits your systems

Medman works inside the systems your staff already use.

  • AdvancedMD
  • DrChrono
  • Tebra
  • Practice Fusion
  • athenahealth
  • ModMed
  • eClinicalWorks
  • Yours not here? New EHRs connect on request.
  • Your EHR

    Reads the schedule and the patient's insurance on file, and writes the result back where your staff already look. Live today with AdvancedMD, DrChrono, Tebra, Practice Fusion, athenahealth, ModMed and eClinicalWorks.

  • Payer connections

    Real-time checks across 1,300+ payers: Medicare, state Medicaid plans and commercial carriers, normalized into one format so your staff read one screen instead of learning each portal's.

  • Payer portals

    For payers without a real-time connection, Medman signs in to the portal with your practice's own login and reads the benefits screen. Live today.

Check your payers →
You stay in control

Medman checks. Your team decides.

  • Your staff decide

    Medman flags; a person on your team decides whether to get the right insurance on file, cancel and offer the slot to someone else, or collect at the desk. Nothing is said to a patient without them.

  • Your own payer logins

    Portal checks run in your practice's own payer accounts. Medman does not keep your passwords.

  • Every check on the record

    Each check is logged with the time, the payer's response and the source it came from, so a denial six weeks later can be traced back.

  • Built for HIPAA

    Patient data stays in your EHR and your payer accounts. We sign a Business Associate Agreement before any patient data moves.

How onboarding works
A hand holding open a ring binder
  1. 1
    Your domain expert

    Someone who has run a medical practice maps how your team verifies today, then sets Medman up with our implementation team.

  2. 2
    30 days of fast fixes

    For 30 days after go-live, every piece of feedback is addressed within a few days.

  3. 3
    Support on demand

    After that, our support team responds within 24 to 48 hours.

Want to hear it from a practice like yours? We'll connect you with a customer reference.

Pricing

Pay per check, or a flat monthly plan.

Free 14-day trial. Bundle with inbox triage or prior authorization for a lower rate, with volume discounts for larger practices. Billed monthly, cancel anytime, no annual contract.

Eligibility

Coverage, copays and deductibles for every scheduled patient. No minimums.

$0.50 / checkOr a monthly plan from $225 / provider / month, with checks included.
Free eligibility audit

See what your EHR's eligibility tool is missing, on your own schedule.

Who was inactive, whose plan had changed, who needed a referral. We sign a Business Associate Agreement before you send anything; no setup on your side.

  1. 1Send us one day of patients with their insurance details.
  2. 2We run the checks online.
  3. 3We walk you through the results on a 30-minute call.
Questions

Common questions about eligibility checks

How do I check Medicare eligibility for a patient?

You need the patient's Medicare Beneficiary Identifier (MBI), the 11-character ID on their Medicare card. With it, you can check through a payer portal (10–15 minutes of staff time), by phone, or through a real-time eligibility check that returns in seconds. A real-time check against Medicare's payer ID, CMS, confirms Part A and B status, deductible remaining, QMB status, and any Medicare Advantage enrollment. Medman runs these checks automatically for every scheduled patient, from $0.50 each.

What is the payer ID for Medicare?

Medicare's payer ID for eligibility checks is CMS. A check to that ID requires the patient's MBI and returns Part A and B status, deductible remaining, and whether the patient is enrolled in a Medicare Advantage plan. If the response shows an MA plan, bill the MA plan — not Original Medicare. That mix-up is one of the most common preventable denials. Payer IDs for other plans are in Medman's payer directory.

How long does an insurance eligibility check take?

Manually, 10–15 minutes per patient: log into the payer portal, find the member, read the benefits, update your PM system. An automated real-time check returns in seconds. That difference is why Valley Diabetes & Obesity went from 50 hours of verification work a month to 7 — the agent checks every scheduled patient 5 days before the visit, and staff only touch the exceptions.

Why check eligibility 5 days before the visit instead of the day before?

Most practices check the day before because doing it right takes hours. By then there is no time to fix what the check finds. Medman checks 5 days before the visit, so wrong insurance, expired coverage, an out-of-network plan or a patient assigned to another PCP surfaces with days to spare. Your staff can get the correct insurance on file, or cancel the appointment and offer the slot to someone else. The result also shows the copay, the deductible and the out-of-pocket max, with how much is left on each, so the front desk collects the right amount at the visit.

Can we check further ahead, or on demand?

Yes. Five days is the starting point; your practice can set the window further out. Your staff can also run a check on demand at any time, including while a new patient is on the phone or when an existing patient calls with new insurance, so the coverage is confirmed before the call ends.

How do I verify Medicaid eligibility?

Start with your state's Medicaid program — each state runs its own provider portal, and the process varies by state. Because Medicaid coverage can change month to month, verify close to the date of service rather than at scheduling. An automated check does this without portal logins: Medman verifies state Medicaid plans in seconds, every day, for every patient on the schedule, and flags anyone whose coverage has lapsed before they reach the front desk. Staff can re-run a check on demand closer to the visit.

How much does eligibility verification cost?

A manual check costs about $8.57 in staff time, per the CAQH Index benchmark — the portal is free, the 10–15 minutes aren't. An automated check with Medman starts at $0.50. At 30 patients a day, that's the difference between roughly $250 a day in staff time and $15 in checks.

Which payers support real-time eligibility checks?

Medman's eligibility network covers 3,662 payers, and 1,300+ of them — including Medicare (CMS), state Medicaid plans, and the major commercial carriers — return real-time checks in seconds. Many payers still do not support electronic eligibility at all, which is where automation usually stalls. For those, Medman signs in to the payer's portal with your practice's own login and verifies the same way your staff would.

Does Medman work with our EHR?

Medman reads the schedule from and writes results back to AdvancedMD, DrChrono, Tebra, Practice Fusion, athenahealth, ModMed and eClinicalWorks today. If yours is not on the list, tell us on the call; new EHRs connect on request.

What does the free eligibility audit involve?

You send us one day of scheduled patients with their insurance details, after we sign a Business Associate Agreement. We run the checks and walk you through the results on a 30-minute call: who was inactive, whose plan had changed, who was out of network or assigned to another PCP. There is nothing to install and no commitment.

Pick next week's schedule. We'll show you who would have been a problem.

A 30-minute call with your own schedule on screen, then a free 14-day trial. No commitment.

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