Patient financial clearance made simple, accurate and efficient
From registration through point-of-service collections, our financial clearance solution:
- Simplifies eligibility verification
- Provides clear cost estimates
- Offers tech-enabled prior authorization
- Enables easy payment options
Staff save time with automated workflows while patients benefit from greater transparency and a frictionless experience.
A comprehensive suite of solutions for your financial clearance workflow
AI-driven technology
Our solution uses intelligent automation, predictive analytics and machine learning to identify and prevent front-end issues that often lead to rework, inefficiency and denials.
Streamlined patient experience
By integrating staff-driven workflows and patient‑focused interactions, we provide you with the tools needed to financially clear patients while meeting their expectations for a streamlined digital health care experience.
Real-time transparency
With real-time transparency into payer criteria, we give providers the insight they need to accurately capture eligibility and authorization information up front, reducing administrative work.
Automated prior authorization
Accelerate your prior authorization workflows with digital tools that reduce administrative burden. Advanced logic, based on payer requirements, determines when authorizations are required and a tech-enabled workflow streamlines the process, removing manual status checks.
Our additional authorization solution, Digital Auth Complete, powered by Humata Health, leverages advanced AI and deep EHR integration to streamline the entire submission process.
Patient cost transparency
Help administrative staff provide patients with complete and reliable financial responsibility estimation documents, meeting compliance with the No Surprises Act and price transparency solutions meeting executive order compliance.
Key benefits
Transform manual workflows with AI-driven automation to create a faster, simpler and more intuitive patient access journey.
Secure accurate registration data from the start
Catch and correct registration mistakes early, so your data stays clean.
Verify patient benefits and eligibility quickly and confidently
Get fast, accurate eligibility info with unlimited checks and real-time payer data for hassle-free, automated exchange between providers.
Make patient financial responsibilities clear from the start
Give patients a clearer picture of their costs up front — ending billing surprises and helping your team collect payments earlier and with less friction.
Remove the hassles from prior authorizations
Work smarter with automated determination checks, increase first-pass approval rates and reduce write-offs through faster and more comprehensive submissions.
Support your staff and boost productivity
With built‑in training, real‑time testing and easy‑to‑read dashboards, your team has the support they need to keep information accurate and consistent from the start.
EHR integration
Our platform integrates with your EHR to reduce friction, making it easier for your staff and more cohesive for your patients.
Let's start a conversation
Discover what’s possible for your organization. Complete this quick form and one of our experts will connect with you shortly to explore how our financial clearance solutions can create meaningful impact at your organization.
Our experts will:
- Understand your unique use case and the challenges your team is working to solve
- Walk you through our capabilities, features and value
- Show you how this solution can help you reach your goals
Available on the Optum AI Marketplace
Standards-based integration for automated patient clearance
Patient Financial Clearance automates front-end revenue cycle tasks by verifying insurance eligibility, managing preauthorizations, validating identity and estimating patient financial responsibility. It integrates with HIS systems using ANSI X12 and HL7 standards, offers API-driven modular architecture and supports workflows for fraud detection, propensity-to-pay analysis and charity care screening.
Industry insights
E-book
Find out how to shift your revenue cycle left, focusing on front-end revenue cycle management (RCM) capabilities.
Guide
Understanding the reasons for your claim denials is the first step to preventing them from happening in the future.
![10 Hurdles to Reimbursement [e-book]](/content/dam/optum-dam/images/business/insights/10-hurdles-ebook-1080x720.jpg)
E-book
Focus on the specific hurdles that hinder your claims and cause most of your denials. We'll walk you through how to clear each obstacle.
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Digital Auth Complete
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