RESOURCE

The Pre-visit Playbook: Prevent Claim Denials & Collect Patient Responsibility Upfront

Your pre-visit workflows set the tone for the rest of the visit and the claim. We've teamed up with Taya Gordon, MBA, FACMPE, author of many MGMA publications and host of the RevDive Podcast, to share best practices for pre-visit tasks.

This playbook combines insights from 1,500+ top-performing practices using Pledge pre-visit AI, highlighting how they maintain a 95%+ collection rate with lean staff.

What You'll Learn

✓Verify insurance benefits and estimate insurance vs patient responsibilities the right way so you know how the claim will get paid out
✓Confidently collect patient costs upfront using proven scripts that help your team increase collections without awkward conversations
✓Implement a proven pre-visit workflow template used by top-performing practices collecting 95%+ upfront with lean staff
✓Leverage AI and automation the right way—without falling for the hype—to streamline workflows, save resources, and increase margins

Looking to optimize your operations? We've got you covered.

Your clinic's pre-visit processes are crucial to your success. When everything runs smoothly, you want to keep that momentum going. When challenges arise, you want to know exactly how to avoid them in the future. This playbook is designed to help you optimize every step of your pre-visit workflow—so you can replicate success and minimize costly mistakes.

It covers everything you need to streamline insurance verifications, improve upfront collections, and ensure accurate claims processing. With proven strategies from top-performing clinics, you'll have the tools to optimize your operations and create a smooth, predictable experience for both your staff and your patients.

We hope this guide helps you refine your workflows, enhance your practice's financial health, and ensure your clinic consistently delivers exceptional care to your patients.

Free Pre-Visit Playbook

Fill out the form to receive a link of your download via email

Results from our customers

- Pledge has transformed our operations, boosting staff morale to new heights by eliminating redundant, manual tasks. Our patients are thrilled with the seamless experience, and the Pledge team has been exceptional in their support. We are excited to continue our partnership with them.
  Kris Sasaki
  CEO, Vida Integrated Health
  Read case study >
- Pledge automated insurance verifications, benefits tracking, estimate creation and collections in one platform—removing many areas of frustration and opportunities for human error. Pledge has saved my team 50+ hours weekly, reduced confusion, and provided a world-class experience for our patients while continuously improving.
  Caitlin Andrews
  Director of Operations, Tangelo Health
  Read case study >