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.
Verified Jul 18, 2026
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
Therapy benefits verification phone script
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.
Transparent from the start