Insurance verification is the slowest, most error-prone step in the behavioral health admissions funnel. Counselors juggle payer portals, faxes, and spreadsheets while a high-intent prospect waits on the phone. Every minute of delay is a measurable drop in admission probability.
Our Salesforce + VerifyTreatment integration turns VOB into a single click. From any Lead or Opportunity record, a counselor triggers a real-time benefits check, and the parsed results — deductible, copay, in/out-of-network status, level-of-care coverage — populate the record in seconds.
Every verification is logged, time-stamped, and attached as a PDF for compliance. Re-verifications can be scheduled automatically before each level-of-care change.