PreClaim
How It Works

Here's what happens between scheduling and the visit.

You schedule a patient. PreClaim does the rest. By the time they walk in, the proof the payer needs is already assembled.

The PreClaim Process β€” Every Appointment
1
πŸ“…Schedule
2
πŸ”Pull Records
3
πŸ“ŠScore It
4
πŸ”§Fill Gaps
5
🩺Visit
6
πŸ“€Claim Filed
βœ“
πŸ’°Paid β€” First submission. No appeal.
Why This Is Different

Rule-based tools failed here. Here's why PreClaim works.

In 2017, a startup called Olive AI raised $850 million to automate healthcare billing workflows using software bots that clicked through EHR screens like a human billing clerk. By 2023, the company shut down. Every time the EHR updated and moved a button, the bot clicked where the button used to be.

❌RPA / Rule-Based Tools
Click through payer portals
Break when interface changes
No semantic understanding
$850M raised β€” shut down 2023
⚠️HIE / Interoperability
Exchanges raw records technically
42% of clinicians actually use it
Arrives as PDFs β€” not parseable
No payer policy matching
βœ“PreClaim
Reads clinical language semantically
Matches against payer LCD requirements
Scored, structured, and actionable
Delivered before the visit

Your EHR already connects to HIE. Why isn't that enough?

Federal law requires all major EHRs to expose FHIR APIs for data exchange. Most practices are technically connected to health information exchanges. But compliance doesn't equal utility.

42%
Of clinicians actually use exchanged data at point of care
15–30%
Of key clinical variables are missing even in successful exchanges
50%
Of patient records fail to match correctly between systems

The records that do arrive come as un-normalized documents β€” useful to a physician reading them, invisible to a system trying to score them against payer requirements. PreClaim solves this specifically: our three-pass identity matcher classifies every record by confidence level, the evidence is parsed and scored, and the gaps that remain get classified and routed to a coordinator action list. That's the utility layer HIE alone has never provided.

Step by step β€” in detail
1
Appointment Detected

You schedule. PreClaim starts.

The moment a new appointment appears in your schedule, PreClaim identifies the patient, the procedure (CPT code), the payer, and the date of service. That's all it needs to begin.

Works with any EHR/PMS: NextGen, athenahealth, eClinicalWorks, AdvancedMD, Epic, and any FHIR R4-compliant system. CSV upload also supported β€” no IT integration required.

Trigger
PatientRobert Johnson
CPT64493 β€” Lumbar ESI
PayerNoridian JE (Medicare)
DateApr 2, 2026
Evidence pipeline started
2
Passive Evidence Collection

Pull records from everywhere. Automatically.

PreClaim queries three data sources simultaneously β€” with zero staff involvement. Typical result: 70–85% of required evidence assembled before anyone is asked to do anything.

πŸ₯National HIE Network
HIGH
CommonWell + Carequality via Metriport

320M+ patient records. Every provider they've seen, every diagnosis, every medication, every imaging report.

πŸ“‹Internal Claims History
HIGHEST
Your own 835 / ERA data

Your practice's own claims data. What procedures were done, what was billed, what was paid or denied β€” the highest-confidence source.

βœ…Eligibility & Auth Status
REAL-TIME
Via clearinghouse (270/271)

Real-time eligibility verification. Active coverage confirmed. Prior auth status checked before anyone picks up the phone.

3
Policy Matching

Read the payer's actual rules. Not a guess.

PreClaim's AI reads the actual LCD, NCD, or commercial payer policy for this specific procedure + payer + diagnosis combination. Not generic rules. The real document β€” automatically updated when policies change.

Every collected piece of evidence is checked against every required item in the policy checklist. The result is a score β€” and a precise list of what's present, what's missing, and what's uncertain.

Conservative care documented
Failed PT β‰₯ 4 weeks
VAS pain score β‰₯ 5
Imaging within 12 months
Diagnosis code specificity
Prior auth obtained
4
Gap Filling

Only what's missing. Only if needed.

For any evidence that couldn't be collected passively, PreClaim determines the fastest path to get it β€” and your practice chooses how.

πŸ”

Available Elsewhere

Query additional networks, parse incoming fax documents, or check secondary HIE sources. Done automatically β€” no staff involvement.

πŸ“±

Patient Can Provide

AI voice call (90 seconds, 2–3 specific questions), smart SMS form, or staff-assisted entry. Your practice chooses the method per facility. Patient outreach only when passive collection can't fill the gap.

πŸ“‹

Needs Human Action

Flagged for coordinator with exact instructions. Not 'something is missing' β€” but 'call Dr. Patel's office for the PT discharge note dated March 2026.'

Patient outreach is fully configurable. It only occurs when evidence cannot be obtained passively, and can be disabled per facility. You control when, how, and whether patients are contacted.

5
Evidence Scorecard

Every morning. Every appointment. Actionable.

Your front desk coordinator opens PreClaim each morning and sees the full appointment queue β€” color-coded, prioritized, and actionable. GREEN appointments need nothing. YELLOW appointments have a specific gap and exact instructions. RED appointments should not proceed without coordinator action.

PA packages are auto-generated for WISeR and auth-required procedures. No blank templates. Pre-populated, payer-specific, ready to submit.

Today's Queue
Johnson, R.Ready
94
Martinez, C.1 gap
71
Williams, T.Hold
38

A real ESI claim β€” before and after PreClaim.

βœ— Without PreClaim
Scheduled β†’ visit happens β†’ claim submitted
Day 31: CO-197 denial β€” no prior auth
Staff spends 3 hours building appeal
Day 65: auth approved on appeal
Day 90: maybe paid. $1,180 delayed 3 months.
$1,180 at riskΒ· Months delayed
βœ“ With PreClaim
Scheduled β†’ PreClaim auto-pulls records
Score: 67 β†’ one gap β†’ voice call fills it
Visit β†’ proof ready β†’ claim submitted
Paid first pass. Zero rework.
$1,180 collectedΒ· Same day

What does my staff actually have to do?

Honest answer:

70-80%
of appointments
Nothing.
Proof found automatically. Score is green.
15-25%
of appointments
Review a gap.
1-2 items flagged. Usually resolved by patient call.
5-10%
of appointments
Take action.
Complex case. Staff sees exactly what's missing.

Compare to today: Without PreClaim, staff works 100% of denials after they happen. With PreClaim, they work 5-10% of appointments before the visit β€” when it's fast and cheap to resolve.

Why this works when other solutions don't.

Right point in time.

Billing solutions work after the claim. PreClaim works before the visit β€” the only point where you can still change the outcome.

Data nobody else has.

Your EHR has your data. PreClaim pulls from every provider your patient has seen β€” the complete picture, not just your slice.

Reads the payer's own rules.

Not generic rules. The actual LCD, NCD, and medical policy for this specific procedure + payer + diagnosis combination.

Finds proof. Doesn't create it.

PreClaim is an evidence assembly tool, not a documentation tool. It finds what exists and presents it how the payer needs to see it.

On data: PreClaim handles PHI. Every connection has a signed BAA. AES-256 at rest. TLS 1.3 in transit. Full security documentation β†’

Coverage & Integrations

Where PreClaim works today.

We update this page every time a new integration goes live. No vaporware β€” only what's running in production.

πŸ₯Specialties
Interventional Pain Management
LIVE
Imaging Centers
Q3 2026
GI / Endoscopy
Q4 2026
πŸ–₯️EHR Connections
Epic
SMART on FHIR R4
LIVE
CSV / Manual Upload
Any EHR supported
LIVE
athenahealth
FHIR R4 β€” sandbox connected
LIVE
eClinicalWorks
FHIR R4
Q3 2026
NextGen
FHIR R4
Q4 2026
πŸ—ΊοΈMarkets & Payers Pre-loaded
Dallas-Fort Worth, TXLIVE
BCBS TXUHC TXAetna TXCigna TXHumana TXNovitas J6 (Medicare)
Southern CaliforniaLIVE
Blue Shield CAAnthem CAHealth Net CAUHC CAKaiser CANoridian JE (Medicare)
National (additional markets)Accepting waitlist

Join the waitlist to get early access for your market.

πŸ”ŒClearinghouses
Availity
270/271 eligibility verification
LIVE
Change Healthcare
Claims + eligibility
Q3 2026
Waystar
Claims + eligibility
Q4 2026
πŸ—„οΈData Sources
National HIE Network
CommonWell + Carequality via Metriport β€” 320M+ patients
Internal Claims History
835 ERA data β€” Layer 0 evidence (highest confidence)
CMS LCD / NCD Policies
Noridian JE + Novitas J6 β€” auto-updated
Commercial Payer Policies
14 payers across DFW and SoCal

Don't see your EHR, payer, or market? Tell us β€” we prioritize by demand.

See your numbers. Free.

Upload your 835 data. We'll show you exactly what's preventable β€” and what it's costing you.

Get Your Free Denial Audit