Confirm patient coverage in one click before every visit. Elixir RCM connects directly to a healthcare clearinghouse, stores every result on the patient record, and helps your team stop eligibility denials before they happen.
Inactive coverage, the wrong payer on file, and missing benefit details are among the most common reasons claims get denied. Every one of them is cheaper to fix before the patient is seen than after the claim comes back.
Elixir brings patient insurance eligibility verification into the same Salesforce workspace your team already uses for scheduling, clinical care and billing. Staff see coverage status on the patient page, verify in one click, and move on with confidence. No payer portals, no hold music, no re-keying data between systems.
Verify coverage before the visit and before the claimKnow patient responsibility up front for cleaner collectionsKeep a documented, auditable record of every checkBuilt around what billing managers and practice owners in the US ask for most: speed, accuracy and proof.
1 click
to verify coverage from the patient page
270/271
standard X12 EDI transactions supported out of the box
Every check
saved with a detailed result and VOB response PDF
Everything your front office and billing team need to confirm coverage accurately, one patient or hundreds at a time.
Open the insurance card on the patient page, review the coverage and click Verify. The payer response comes back in seconds.
Select insurance records and use Generate Bulk EDI 270 to send eligibility requests for many patients in one action.
Standard product feature
Schedule real-time checks for upcoming appointments or your active patient list, so coverage is confirmed before the day starts.
Configured for your organization
Plan name, coverage dates, group and policy numbers, benefit codes, co-insurance and insurance type, stored as a result record on the insurance.
The full verification of benefits response is attached automatically, ready for audits, appeals and denial follow-up.
Records show Verified, Not Verified or Error, and missing data such as provider NPI or service date is listed so staff know exactly what to fix.
From "Not Verified" to a fully documented result without leaving the patient record.
The patient's default active insurance and its verification status are shown on the landing page.
Confirm payer, provider, member ID and service date in the side panel, or switch to another insurance.
Elixir sends the request through the clearinghouse, which checks eligibility directly with the payer.
Status flips to Verified, the last-verified date is stamped, and the result and VOB PDF are attached.
Eligibility status sits on the patient page next to unpaid claims, patient balance, days in A/R and denial rate. Your front desk sees at a glance which patients still need a check, and billing sees the same information when preparing claims.
Default active insurance displayed with payer and member IDVerification panel opens without navigating awayLast-verified date recorded for re-check cycles
Elixir is integrated with a healthcare clearinghouse, so eligibility requests reach commercial payers, Medicare and Medicaid plans without separate logins or file uploads. The same connection supports standard X12 EDI 270 eligibility requests and 271 responses.
Real-time, payer-direct eligibility responsesOne integration for eligibility and the wider claims workflowNo swivel-chair work between your EHR and a payer portalEvery verification creates an eligibility result record on the insurance, capturing demographic details, plan and coverage dates, benefit plan information and co-insurance. The payer's full VOB response is attached as a PDF.
When a claim is questioned months later, your team can show exactly what the payer confirmed and when.
Checking patients one at a time does not scale for busy clinics, billing companies or multi-location groups. Elixir gives you two ways to verify many patients at once.
Out of the boxrun Generate Bulk EDI 270 from the insurance list view. Statuses update in place, and any issues appear in the EDI 270 Error Dump column. Available out of the box.
Action: List View > Select All (142) > [Generate Bulk EDI 270]
Custom configuredscheduled checks for tomorrow's appointments, new admissions or your full active list, so staff only handle the exceptions. Configured to fit your organization's workflow.
Schedule: Nightly at 02:00 AM • Next Day Appt Queue (Auto-Sync)
The questions US providers and billing teams ask when comparing RCM and EHR solutions, and how Elixir answers them.
Payer-direct responses in seconds while the patient is still at the desk.
Verification lives on the patient record in Salesforce, not in a separate tool.
Integrated with a clearinghouse for eligibility and standard EDI transactions.
Bulk EDI 270/271 as standard, with automated batch runs when you need them.
Result records and VOB PDFs kept on every verified insurance.
Built on Salesforce with role-based access to protected health information.
Use Salesforce reports and dashboards to track verification status across patients.
Insurance eligibility result summarization and Q&A help staff read complex payer responses quickly.
Elixir supports front office, intake and billing teams across outpatient and specialty care.
Behavioral and mental health
Substance use treatment
Home health and hospice
Multi-specialty clinics
Physical therapy and rehab
Medical billing companiesSee real-time eligibility verification in Elixir RCM with your own workflow in mind.
