Behavioral health insurance verification
Insurance, verified before every session
We verify insurance benefits for every upcoming therapy appointment inside your EHR, carve-outs and all, so fewer claims come back denied and your front desk stays focused on care.
We work directly inside the EHR you already use.
Signed BAA onevery engagement
- and others
Benefits often sit with a different company
Many plans hand behavioral health to a separate administrator. Verifying against the name on the card returns the wrong copay and authorization rules, which is how a lot of denials start.
Most UnitedHealthcare plans run behavioral health through Optum. The copay, the authorization rules and the network all live there.
Cigna's behavioral health benefits are administered by Evernorth, with their own portal, phone tree and authorization requirements.
Many Anthem plans route behavioral health to Carelon. Checking Anthem directly returns the medical benefit, not the one you will bill.
Medicare eligibility runs through CMS's HETS system, and only after the practice files an attestation with its Medicare contractor. We help practices set this up.
Where we verify
Optum Behavioral Health
Portal, phone line, network and authorization rules all sit with Optum, not UnitedHealthcare.
Even when the card says
Checked by a person, before the patient walks inEvery session, every payer, every carve-out
Results are written into your EHR
Each verification goes into the patient's chart in one standard format, and anything urgent is flagged to your front desk.
See every check- Urgent flagsAnything that needs action sits at the top.
- Full benefitsEvery check, in the same order, every time.
- Proof of the checkWhere we confirmed it, with a reference number.
- 9:00 AMGrace Palmer90834✓ Verified
- 11:00 AMBen Ortiz90837Prior authorization required
- 1:00 PMLeah Cohen90837✓ Verified
- 2:00 PMSam Whitaker90834Deductible not met
- 3:00 PMAva Brooks90847✓ Verified
Maria Reyes
| Clinician | Dr. Nguyen |
|---|---|
| Frequency | Weekly, 90837 |
| Insurance | UnitedHealthcare, through Optum |
| Sessions this year | 8 of 20 |
| Balance | $0.00 |
Upcoming sessions
- Thu 3/12, 10:00 AM✓ Verified
- Thu 3/19, 10:00 AM✓ Verified
- Tue 3/24, 9:00 AM, testingAuthorization renewing
VeriframeTue 8:42 AM
FLAGGED: Testing authorization expires 03/24/2026, renewal started with Optum | 03/10/2026 | UNITED HEALTHCARE | Plan Type: Choice Plus | ACTIVE eff 01/01/2025 | INN | CPT: 90837 | Copay: $30.00 | Co-ins: None | Ded: $1,250.00 met out of $1,750.00 | OOP: $1,215.00 met out of $6,000.00 (as of 03/10/26) | Telehealth: Covered, POS 10 | Visit limit: 20 per year, 8 used | PA: Not required | COB: None | Confirmed by Veriframe JR via Optum | Call ref#: 4471-2290
Front deskTue 9:05 AM
Called Maria to confirm Thursday and mentioned the $30 copay.
Dr. NguyenThu 3/5
Progress note signed.
Testing authorization expires in 12 days
Flagged by Veriframe. Front desk notified.
| Coverage | Active, in-network on 3/12 |
|---|---|
| Plan | UnitedHealthcare Choice Plus |
| BH administrator | Optum Behavioral Health |
| Patient owes | $30 copay, $500 left on deductible |
| Prior authorization | Not required for 90837 |
| Visit limit | 20 per year, 8 used |
| Telehealth | Covered, POS 10 |
Confirmed with Optum by phone, ref #4471-2290. Second review complete.
- Benefits verification, 3/12Veriframe · Tue 3/10
- Testing authorization, OptumApproved · 2/12
- Insurance card, front and backUploaded · 2/02
- Intake packetSigned · 2/02
- Consent to treatSigned · 2/02
- Treatment planSigned · 2/16
| Date | Client | Code | Patient owes | Coverage |
|---|---|---|---|---|
| 3/12 | Maria Reyes | 90837 | $30.00 | ✓ Verified |
| 3/11 | Leah Cohen | 90837 | $25.00 | ✓ Verified |
| 3/10 | Grace Palmer | 90834 | $0.00 | ✓ Verified |
| 3/05 | Maria Reyes | 90837 | $30.00 | ✓ Verified |
| 3/05 | Ava Brooks | 90847 | $20.00 | ✓ Verified |
| 3/04 | Ben Ortiz | 90837 | $35.00 | ✓ Verified |
| 3/04 | Grace Palmer | 90834 | $0.00 | ✓ Verified |
| 3/03 | Leah Cohen | 90837 | $25.00 | ✓ Verified |
Illustrative record. Names, plan details and figures are examples.
Real people. Not another portal
Every appointment is worked by a trained specialist and reviewed before it reaches your chart.
Meet the teamVerification, fully handled
Thirty minutes over video. We will walk through your schedule, your payer mix and how the work would run inside your practice.