Eligibility verification
Know what the patient owes. Before check-in.
Wiz automatically verifies therapy-specific benefits, calculates the patient’s expected responsibility, and writes the result into your EMR before the visit.
Estimated patient responsibility
$80.00- Patient
- Dillan Smith
- Plan
- Aetna PPO
- Visit
- Initial evaluation
Why a basic check is not enough
Active coverage still leaves your front desk guessing.
The question is not only whether coverage exists. It is what applies to therapy and what the patient should pay. Read the eligibility verification guideA basic eligibility response
- Active or inactive coverage
- Deductible, copay, and coinsurance fields
- Visit details missing
- Staff interprets what applies to therapy
- Staff calculates what to collect
The Wiz eligibility result
- PT, OT, and ST benefits
- Visit limits and visits remaining
- Clinic-specific financial and payer rules applied
- Patient estimates for initial evaluation and treatment visits calculated
- The usable answer written into the EMR
Which benefits apply to the therapy you provide
PT, OT, and speech therapy can have different coverage rules, benefit limits, and patient costs under the same plan. Wiz checks the benefits for the scheduled discipline and updates the information in your EMR.
Physical therapy
Check the benefits for the initial evaluation and the visits that follow. Wiz verifies PT benefits and patient responsibility, then calculates an estimate using your clinic’s financial and payer rules.
Occupational therapy
Check the OT benefit, including whether its limits are separate or shared with other therapies. Wiz uses the applicable benefits and clinic rules to calculate the expected patient cost before care begins.
Free eligibility worksheet
Take the exact payer questions into every verification.
Use the fillable worksheet to capture therapy-specific benefits, visit limits, authorization requirements, and the details your front desk needs before the patient arrives.
What your team gets
A number to collect. And the detail behind it.
See what staff can use before the patient arrives.
Estimated patient responsibility
Give the patient an estimate for the initial evaluation and the expected cost across the entire plan of care.
- A shareable estimate prepared before the first visit.
“I highly recommend Wiz Health for several reasons.
Primary is the time savings for front office staff who previously spent hours trying to gather information from insurance plans which often proved inaccurate.
We receive detailed breakdowns of each patient's benefits information that can be shared with the clients to help them better understand their coverage and financial responsibilities.”
Transparent from the start




