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How Wiz works

Stay in your EMR. Wiz gets to work.

No second system. No double entry.

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What Wiz is

A service that checks your scheduled patients, inside the system you already use.

Wiz checks the patients already on your schedule and returns its answers to the chart your team was going to open anyway. Staff can open the Wiz dashboard to review and track exceptions, while routine work continues in the systems they already use.

  • What sets it off

    A patient gets scheduled.

    Once the appointment is on the schedule, Wiz gets to work automatically. The appointment is the trigger.

  • What it reads

    Your EMR, your rules, the payer.

    The scheduled case from your system, the settings your clinic configured, and the benefit response from the payer.

  • What it does

    Verifies, prices, and checks authorization.

    Coverage and therapy-specific benefits, the amount for the first visit and the plan of care, and whether an authorization is required.

  • What you do

    Open the chart.

    The benefits, the amount to collect, the authorization status and anything needing review are already on the record.

Wiz resolves coverage, limits, authorization, and the amount owed before the patient arrives.

  1. 01

    Eligibility verified

    Active coverage, copay, coinsurance, deductible, out-of-pocket maximum, authorization requirements, visit limits, and visits remaining.

    Always included

  2. 02

    Patient estimate calculated

    What the patient owes at the first visit and across the plan of care.

    Included with Eligibility Verification

  3. 03

    Prior authorization handled when added

    Required or not, at which visit, and filed with the payer for you.

    Optional

Results return to the EMR workflow your team already uses.

Staff see the benefits, the amount to collect, authorization status, and the warnings and exceptions that need review — in the chart they already open.

What comes out

A clear eligibility note — and an estimate patients can read.

Staff do not get raw benefit fields. They get an amount, the reason for it, and a note they can hand a patient — measured against what the payer ultimately allowed.

Eligibility verification

Free sample estimate

See the estimate your patients would get.

A real, clinic-ready patient estimate built from verified benefits — the amount for the first visit, the reason for it, and the wording your front desk can hand a patient.

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Exceptions and reverification

Wiz flags exceptions for review and keeps benefits current.

Exceptions that need staff input are surfaced for your front desk. Optional Eligibility Reverification checks benefits on your selected schedule and refreshes the amount the patient owes.

Eligibility reverification

Getting started

We configure Wiz to verify eligibility and calculate patient estimates, with reverification and prior authorization when your clinic needs them.

Your front desk enters the patient and receives the results without leaving its EMR.

Wiz does

We configure Wiz for your clinic, run the pilot, and integrate with what you already use.

You do

Your side is a working session with your billing team and the usual paperwork.

Nothing is written back to your EMR until your team has reviewed and approved the pilot results.

Free workflow self-assessment

Find the gaps in your pre-visit revenue workflow.

Score your clinic across eligibility, authorization, patient estimates, handoffs, and EMR write-back—then see where revenue is most likely to leak.

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A closer look at Wiz.

See how Wiz handles pre-visit insurance work and returns usable answers to your EMR.

How It Works FAQ