Insurance & eligibility · Integration
Run insurance eligibility checks without leaving Vybz.
Check whether a patient's insurance is active before the first session, and see what they will owe.
Calling a payer to confirm coverage takes fifteen minutes on hold. Vybz asks for you: type the patient's details and get their coverage status, copay and deductible back in seconds, either by hand at the front desk or automatically when an enquiry arrives.
What it does
What the Stedi integration does.
Vybz asks the patient's insurer directly and gives you a plain answer, along with the numbers behind it.
Search for the insurance company by name. No hunting for payer ID numbers.
Confirms whether coverage is active as of today.
Brings back the copay, deductible, coinsurance and coverage dates when the plan supplies them.
Tells you plainly when the payer cannot find the patient, and what to correct.
Keeps a record of every check, so you can look up what a plan said months later.
Adds the patient to your Practice Book with their details already filled in.
Examples
What your agents do with Stedi.
01
Answer the money question on the first call
Someone calls asking whether you take their insurance and what a session will cost. You run a check while they are still on the phone and quote a real copay, instead of promising to call back.
02
Catch coverage problems before the session
A new client books, and their plan lapsed last month. The check comes back inactive, so you sort out payment before the appointment rather than chasing an unpaid balance after it.
03
Check enquiries as they arrive
An enquiry lands in your inbox with the patient's insurance details in it. An email workflow runs the eligibility check on its own and puts the answer in front of you, so nobody has to type it in twice.
Getting connected
How Stedi connects to Vybz.
Step 1
Add your practice NPI
Insurers identify your practice by its NPI, so Vybz needs it once on your practice details before any check runs.
Step 2
Turn eligibility checks on
Checks are billed for each lookup, so they stay switched off until you turn them on deliberately. One toggle does it.
Step 3
Run a check, or let a workflow run it
Use Check eligibility on your dashboard for a one-off, or add an eligibility step to an email workflow to run them as enquiries arrive.
FAQ
Frequently asked questions.
Do I need my own clearinghouse account?
No. Eligibility runs on Vybz's own connection to the insurer network, so there is no separate account to open or contract to sign. You turn the feature on and start checking.
What do I need to run a check?
The insurance company, the patient's first and last name, and either their member ID or their date of birth. You search for the insurer by name, so you don't need to know its payer ID.
What happens if the payer cannot find the patient?
You get the payer's own reason in plain English, such as a member ID that doesn't match or a date of birth the plan disagrees with. Insurers differ in what they can match on, so trying a different combination of details often works.
Are past checks saved?
Yes. Every check is kept with what you asked and what the payer answered, so you can look back at what a plan said on the day of a session. That matters months later when a claim is questioned.
Which insurers can I check?
Most national and regional payers support eligibility checks. When you search for an insurer, Vybz tells you upfront whether that plan answers checks, rather than letting you spend a lookup finding out.
Works well with
Pair Stedi with the rest of your tools.
Get started
Bring AI agents to your Stedi workflow.
See how Vybz agents work with the tools your practice already uses. We'll walk you through it on a live demo.