Insurance Eligibility Verification for Therapy Practice Managers with Alma
The Problem
Front-desk eligibility checks for Mental Health patients run manually against payer portals — patients show up with inactive coverage and the practice absorbs the write-off.
What We Build in Alma
AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
Alma Integration Approach
Audit your Alma configuration
We map the specific Alma objects, custom fields, and workflows the automation needs to touch for your mental health practice.
Build on the Alma API or agent
Integration happens inside Alma — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Alma with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Alma instance
30-minute call. We'll look at your actual Alma setup and show exactly how this workflow fits.