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Patient Access: Voice AI Registration, Scheduling & Smart Eligibility

We answer the call, book the visit, and verify coverage before the patient arrives.

CoOrdio Patient Access connects Voice AI registration and scheduling with Clear Smart Eligibility, designed to virtually eliminate ALL denials caused by eligibility-related errors by catching coverage issues early and routing exceptions to your staff before care.

Clear is the engine underneath: CoOrdio is the only company that automatically interprets benefits across multiple clearinghouses, direct payer connections, and payer portals, delivered straight into your EHR. Not a simple active or inactive check through one limited clearinghouse.

Trusted by leading healthcare organizations

Mountain Park Health Center
KMH Cardiology Centres
Borland Groover
Schweiger Dermatology Group
Burrell Behavioral Health
Preferred Family Healthcare
Compass Health Center
ARS Treatment Centers
Brightli
InfuSystem
Valley Oaks Health
Landmark Hospitals
Centerstone
Chapters Health System
Neighborhood Health
Family & Children's Services

See CoOrdio Clear in action

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Two eligibility stories.

01Behavioral Health

Centerstone

Largest nonprofit behavioral health provider in the U.S.

8 FTEs → 0.25Eligibility verification staffing
400 → 50Monthly claim denials
View client story
02FQHC

Valley Oaks Health

Leading Indiana community health system

60%Of denials traced to eligibility, benefits and Medicaid MCO errors
View client story

"We used to have 300 to 400 eligibility denials a month, now there's about 50. An 8-person process is down to about two hours."

Gabriel Enz, VP Client Financial Services, Centerstone

"Before OpenBots, 60% of our denials came from eligibility alone."

Jason Nesius, CFO of Valley Oaks Health

CoOrdio Patient Access

One path from first ring to verified visit.

Voice AI registration, scheduling, and Smart Eligibility work as connected steps, so a patient call ends with a booked appointment and coverage checked before arrival.

  1. 01 · Answer & register

    The call gets answered

    Voice AI answers, captures demographics and insurance details, and updates existing patient records rather than creating duplicates.

    • Demographics
    • Insurance details
    • Existing patient record
  2. 02 · Schedule

    The visit gets booked

    Finds an appropriate slot using the provider, location, visit type, and the scheduling rules your practice sets.

    • Provider & location
    • Visit type
    • Practice rules
  3. 03 · Verify

    Coverage gets verified

    Clear runs Smart Eligibility in the background: active coverage, interpreted benefits, network information where available, and patient responsibility.

    • Active coverage
    • Benefits interpretation
    • Patient responsibility
  4. 04 · Resolve

    Exceptions reach a person

    Missing information is requested and coverage problems are flagged, then unresolved cases route to your existing case management and staff.

    • Missing information
    • Coverage exceptions
    • Staff handoff
  5. 05 · Confirm

    The patient arrives ready

    Appointment confirmation goes out, and any remaining financial or authorization requirements are flagged for your team before the visit.

    • Confirmation
    • Financial flags
    • Authorization flags
Eligibility runs in the background

Insurance is collected during the call, but patients are not kept on the line waiting for slow payer responses. The check completes afterward, with follow-up when needed.

Coverage issues open exceptions, not closed doors

A failed eligibility response triggers an exception workflow. It does not block the booking unless your practice explicitly requires that.

Buy the bundle, or start with one piece.

Patient Access combines three capabilities that can each be purchased on their own. Already using Clear? Add Voice AI without replacing anything.

1
Voice AI RegistrationAnswers patient calls and captures registration and insurance details.
2
Voice AI SchedulingBooks visits against your provider, location, and visit-type rules.
3
Smart Eligibility (Clear)Multi-source verification, AI benefits interpretation, and automated COB.

Connections to your live schedule and patient records, and the handoff paths to your staff, are scoped during implementation for each practice. Network and authorization monitoring remains a planned Phase 2 capability; today, remaining authorization requirements are flagged for your team.

12%Approximate healthcare denial rate
#1Eligibility is the leading denial driver
~50%Of eligibility denials tied to the wrong payer
$4M+Centerstone A/R reduction

What Clear changes

Designed to virtually eliminate ALL denials caused by eligibility-related errors

60%+

Fewer Eligibility Denials

Identify coverage and payer order issues before billing, not after the denial comes back.

~$50

Avoided Rework Per Denied Claim

Prevent the administrative cost of researching, correcting, resubmitting, and following up on an avoidable denial.

5 FTEs

Manual Work Eliminated

Average full time equivalents taken over, with no manual payer portal checks, repeated data entry, or correcting errors in names, dates of birth, and demographics.

6,500+

Payers Connected

Real time coverage checks across clearinghouse networks, direct payer connections, and payer portals.

Medicaid

Correct MCO Identified

CoOrdio finds the right Medicaid managed care organization and makes sure it gets billed correctly.

Pre-visit

Patient Estimates

Deductible, coinsurance, and out of pocket exposure calculated before the appointment so front desk teams can collect upfront.

Inside the Platform

See CoOrdio Clear in action

CoOrdio Clear | Eligibility Dashboard

Review verification activity, outcomes, and coverage exceptions across your patient population.

CoOrdio Clear | Coordination of Benefits

Identify coverage order and organize primary, secondary, and additional insurance information.

CoOrdio Clear | Automation Rules

Configure eligibility verification rules by frequency, patient scope, and service type.

Explore Your Exposure

Estimate the revenue affected by eligibility errors

Adjust the assumptions to explore the scale of eligibility-related revenue exposure in your organization.

Your practice

Weekly patient visits250
Avg claim value$180
Eligibility error rate18%
Claims recovered after denial35%

Use your organization's own assumptions where available. This estimate is illustrative and is not a guarantee of results.

Your numbers

Annual claims submitted

13,000

based on your weekly visits

Claims affected by eligibility errors

2,340

18% of annual claims

Estimated annual revenue exposure

$273,780

based on the assumptions selected

Use this as a conversation starter

A personalized review can map this exposure to your actual payer mix, eligibility workflow, and available claim data.

See CoOrdio Patient Access in action

See how registration, scheduling, and Clear fit together, and how Clear can coordinate benefits, interpret coverage, and stop eligibility denials within your existing operations.

Patient Access FAQ

CoOrdio Patient Access and Clear: common questions

What is CoOrdio Patient Access?
CoOrdio Patient Access is one end-to-end offering that combines Voice AI registration, Voice AI scheduling, and CoOrdio Clear Smart Eligibility. It answers patient calls, captures demographics and insurance, books appointments based on practice rules, verifies coverage before the visit, and routes exceptions to your existing case management and staff.
Do patients wait on the phone while eligibility is checked?
No. Insurance details are collected during the call, and the eligibility check completes in the background afterward, with follow-up when needed.
Will a failed eligibility check block an appointment?
Not by default. A failed eligibility response triggers an exception workflow for your team. Booking is only blocked if your practice explicitly requires that rule.
Can I buy Voice AI, scheduling, or Clear separately?
Yes. Patient Access is a bundle of three capabilities that can each be purchased individually. Existing Clear customers can add Voice AI without replacing Clear.
What does implementation involve?
Connections to your live schedule and patient records, and the handoff paths to your staff, are scoped with each practice during implementation.
What is CoOrdio Clear?
CoOrdio Clear is an eligibility and benefits interpretation tool that checks multiple clearinghouses and payer sources, uses AI to interpret benefits, and automates Coordination of Benefits.
How is CoOrdio Clear different from standard eligibility checks?
Instead of relying on a single clearinghouse for a basic active/inactive response, Clear cascades across multiple sources to find the most complete coverage picture, then uses AI to interpret carve-outs, grace periods, patient responsibility, and payer order.
Can CoOrdio Clear identify the correct Medicaid MCO?
Yes. Clear is designed to navigate Medicaid and identify the correct Managed Care Organization (MCO) to ensure the right plan is billed before the claim is submitted.
Does CoOrdio Clear handle Coordination of Benefits?
Yes. Clear automatically resolves payer order and identifies coverage exceptions to help prevent front-end denials related to Coordination of Benefits.
How does CoOrdio Clear integrate with my EHR?
Clear offers integration options for EHR and practice management workflows, returning a structured result directly to the system where your team works.