Pre-Visit Document Readiness for Modern Clinics

Collect, verify, and audit-prepare patient documents before the visit.

Pre-Visit Document Readiness

ClearCoverCheck

Pre-Visit Document Readiness

Start appointments on time by collecting required documents before the patient arrives. No portals, No logins, No chaos.

Send time-limited secure requests for insurance cards, referrals, and intake documents. Staff can instantly see what’s complete, what’s missing, and what needs follow-up.

Book a Demo

Eliminate day-of-appointment document chasing.

Why it matters

Protect revenue before the visit

  • Reduce denials by resolving missing coverage + docs before the date of service.
  • Catch issues early (referrals, IDs, insurance cards) — not at check-in.
  • Keep documentation aligned to payer rules at the time of care.
  • Avoid write-offs, rework, and patient frustration.
  • Lower avoidable bad debt with consistent pre-visit verification.

What you get

A calmer front desk

  • Documents collected before the visit — not during check-in.
  • Visits start on time because patients arrive prepared.
  • Less staff time on follow-ups and manual intake.
  • Clear status visibility into what’s complete and what needs attention.
  • Audit-ready records to support compliance + accountability.

How it works

From request to ready — in minutes

Repeatable for staff. Effortless for patients. Everything logged and ready before check-in.

Step 1
Create a request

Send a secure, time-limited link tied to the visit.

Step 2
Patient uploads

Mobile-friendly uploads — no portals, no accounts.

Step 3
Team verifies

Instantly see what’s complete, missing, and needs follow-up.

Step 4
Ready to act

Maintain audit-ready records for workflows and billing.

Built-in intelligence

AI that reduces manual work — without changing your workflow

Not a chatbot. Not a black box. Just practical automation that keeps every visit on track.

Smart Intake
Auto-classify documents

Insurance cards, IDs, referrals, and forms are recognized and organized automatically.

Readiness Signals
Spot missing items early

CCC highlights what’s incomplete or inconsistent before the patient arrives.

Less Follow-Up
Automated reminders

Patients get gentle nudges when something is missing — fewer staff calls and texts.

Audit-Ready
Structured, traceable logs

Every action is time-stamped and traceable for audits, appeals, and compliance review.

Clinics don’t need “AI features” — they need fewer surprises and a smoother day.

See it in action

Book a 30-minute walkthrough.