Frontdesk
Medicare screening for therapy

AI Medicare eligibility screener for therapy practices and outpatient mental health

Frontdesk screens Medicare eligibility for therapy clients — Part B mental health, Medicare Advantage plans, dual-eligible Medicare + Medicaid — through Availity, Office Ally, Trizetto Provider Solutions, Waystar, ClaimMD, Apex EDI, and Change Healthcare. Results sync into SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, and Fusion Web Clinic.

  • HIPAA-compliant by design
  • 24/7 coverage
  • Works with your EHR

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Verification SLA

Part B + Advantage

Coverage

Availity + 0

Clearinghouses

SimplePractice +0

EHRs

Works with every major EHR & practice management system

SimplePractice

Mental health, speech, OT/PT

TherapyNotes

Mental health practices

Jane App

Multi-discipline clinics

CentralReach

ABA + autism services

TheraNest

Therapy + counseling

Fusion Web Clinic

Pediatric SLP/OT/PT

The Problem

Medicare Part B benefits change per CPT

Medicare 90834 vs 90837 vs 97110 vs 92507 each have different deductible rules and copays. Manual verification through Availity, Office Ally, Trizetto, Waystar misses the nuance.

Wrong-copay collection, denied claims, audit risk

Medicare Advantage plans are not Medicare

A client with "Medicare" may actually have Humana Medicare Advantage or UnitedHealthcare Medicare Advantage — different copays, different networks, different PA requirements.

Mid-billing denials, surprise out-of-network bills

Dual-eligible status is hard to verify

A Medicare + Medicaid dual-eligible client has a different copay structure — and verification requires both Medicare and state Medicaid checks.

Improper billing, dual-eligible churn

Spruce Health and reminder tools don’t verify Medicare

Spruce Health, Klara, Weave, Solutionreach send reminders but don’t verify Medicare benefits or detect Advantage plan changes.

Medicare verification stays manual and slow

How Frontdesk Works

Built for therapy practices and clinics on SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, Fusion Web Clinic — and every other major EHR. HIPAA-compliant by design with BAA, encrypted PHI, and audit logs.

Live call

+1 (415) 555-0142

Inbound · Zillow Rentals lead

AI Transcript

“Hi! I’d love to tour the 2-bedroom at Maple Heights. Any availability this Saturday?”

Frontdesk AI

“Yes! The 2BR at Maple Heights is $2,450/mo with a Feb 1 move-in. Saturday 11am or 2pm works for tours. Shall I book one?”

Answered in 0.4s
01

Medicare Part B + Advantage verification

Frontdesk verifies traditional Medicare Part B and every major Medicare Advantage plan — Humana, UnitedHealthcare, Aetna, Cigna, Kaiser, BCBS — through Availity, Office Ally, Trizetto Provider Solutions, Waystar, ClaimMD, Apex EDI, and Change Healthcare.

  • Traditional Medicare Part B
  • Humana Medicare Advantage
  • UnitedHealthcare Medicare Advantage
  • Aetna + Cigna + Kaiser Advantage
  • BCBS Medicare Advantage
Qualification

Looking for a 2BR around $2,400, move-in mid-February. Do you allow pets?

We have a 2BR at $2,450/mo available Feb 15. Cats and dogs under 50 lbs welcome. What’s your move-in date?

Captured

Budget$2,400
Layout2BR
Move-inFeb 15
Pets1 dog, 35 lbs
02

Therapy-specific Medicare benefits parsing

Frontdesk parses Medicare benefits per CPT — 90834, 90837 for mental health; 97110 / 97112 / 97530 for OT/PT; 92507 / 92521-92524 for SLP — including deductible status, copay, coinsurance, and PA requirements.

  • Mental-health CPT (90791, 90834, 90837, 90847)
  • OT/PT CPT (97110, 97112, 97140, 97530)
  • SLP CPT (92507, 92508, 92521-92524)
  • Telehealth modifier coverage (95, GT, FQ)
  • KX modifier therapy-cap awareness

More capabilities

Everything else your team needs

03

Dual-eligible Medicare + Medicaid handling

For dual-eligible clients, Frontdesk runs both Medicare and state Medicaid verification — surfacing the right copay structure and avoiding improper billing.

  • Dual-eligible status detection
  • Cross-check with state Medicaid
  • QMB / SLMB / QI program awareness
  • Crossover claim routing
  • CMS audit-ready reporting
04

EHR sync of structured Medicare benefits

Medicare benefits, Advantage plan, copay per CPT, and dual-eligible status flow into SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, and Fusion Web Clinic.

  • Medicare status in SimplePractice + TherapyNotes
  • Jane App + CentralReach + TheraNest + Fusion Web Clinic
  • Per-CPT copay surfaced for clinicians
  • Therapy-cap tracking
  • Audit log of every verification
05

Annual benefit-period re-verification

Medicare benefit periods reset annually — Frontdesk re-verifies at January, on Advantage plan changes, and on deductible reset, alerting the practice to changes.

  • Annual benefit-period re-verification
  • Advantage plan-change detection
  • Deductible-reset alerts
  • Therapy-cap tracking
  • CMS audit-ready logs
06

HIPAA-compliant + CMS audit-ready

Every Medicare verification is logged for audit, PHI is encrypted in transit and at rest, BAA in place, and access is restricted via SSO + RBAC.

  • HIPAA-compliant by design (BAA, encrypted PHI)
  • X12 270/271 audit logs
  • PHI minimization on every transaction
  • SSO + RBAC access controls
  • CMS audit-ready reporting

Integrations

Frontdesk is EHR-agnostic and integrates bidirectionally with SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Practice Better, Kareo (Tebra), athenahealth, eClinicalWorks, WebPT, NetHealth (Optima), ChiroTouch, ClinicSource, Fusion Web Clinic, PtEverywhere, Power Diary, OwlPractice, TherapyAppointment, CentralReach, Rethink Behavioral Health, Catalyst, AccuPoint, Lumary, Total ABA, Theralytics, and TheraBe. New-client intake, scheduling, eligibility, prior-auth, superbills, and recall campaigns sync in real time — and every conversation is HIPAA-compliant by design.

SimplePractice

Mental health, speech, OT/PT

TherapyNotes

Mental health practices

Jane App

Multi-discipline clinics

CentralReach

ABA + autism services

TheraNest

Therapy + counseling

Fusion Web Clinic

Pediatric SLP/OT/PT

Full integration coverage

  • SimplePractice (mental health, speech, OT/PT) bidirectional sync
  • TherapyNotes for solo and group mental health practices
  • Jane App for multi-discipline clinics (SLP / OT / PT / mental health)
  • TheraNest for mental health and counseling practices
  • IntakeQ + Practice Better for HIPAA intake form automation
  • Kareo (Tebra), athenahealth, eClinicalWorks for medical-grade EHR sync
  • WebPT and NetHealth (Optima) for OT/PT clinics
  • Fusion Web Clinic, ClinicSource, PtEverywhere for pediatric SLP/OT/PT
  • CentralReach, Rethink Behavioral Health, Catalyst, AccuPoint, Lumary, Total ABA for ABA + autism services
  • Theralytics, TheraBe for ABA data + clinical operations
  • Eligibility + benefits verification: Availity, Office Ally, Trizetto, Waystar, Change Healthcare
  • Telehealth: Doxy.me, Zoom for Healthcare, SimplePractice telehealth, healow
  • HIPAA-compliant by design: BAA available, encrypted PHI, audit logs

Who it's for

Geriatric mental-health practices

Outpatient OT / PT clinics serving Medicare

SLP clinics for stroke and aphasia recovery

Psychiatry / med-management on Medicare

Dual-eligible Medicare + Medicaid practices

Skilled nursing facility therapy partners

Home-health therapy practices

Multi-location therapy groups with Medicare mix

Practices replacing Spruce Health, Klara, Weave, Solutionreach

The journey

Every step syncs to Yardi, RealPage, Entrata, AppFolio, Buildium, or ResMan in real time.

01

Step 1

AI captures every client and caregiver interaction

Inbound voice, outbound AI voice, HIPAA-compliant SMS, web chat, and email are answered instantly with practice-aware context — across speech-language pathology (SLP), applied behavior analysis (ABA), mental health and counseling, psychiatry, occupational therapy (OT), and physical therapy (PT). Works with SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Kareo, CentralReach, Rethink Behavioral Health, Fusion Web Clinic, and WebPT.

02

Step 2

Records sync to your EHR, scheduling, and billing

New-client intake, scheduled appointments, reschedules, cancellations, waitlist updates, eligibility checks, prior-authorization status, and superbills flow into SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Practice Better, Kareo, athenahealth, WebPT, NetHealth (Optima), Fusion Web Clinic, ClinicSource, CentralReach, Rethink, AccuPoint, and Catalyst in real time.

03

Step 3

Automation runs reminders, recovery, and outreach

24h, 2h, and 30min appointment reminders, no-show recovery within 5 minutes, cancellation backfill from the waitlist, eligibility verification, prior-auth follow-up, recall campaigns, review-request automation, and parent/caregiver coordination fire automatically across voice, HIPAA-compliant SMS, and email.

04

Step 4

Analytics surface what matters across the practice

Cross-discipline dashboards track new-client conversion, first-call answer rate, average response time, no-show rate, waitlist-fill rate, recall response rate, schedule density, and revenue impact — across SLP, ABA, mental health, OT, and PT lines of service.

What this page covers

Topics, integrations, channels, practice types, and workflows covered by AI Medicare Eligibility Screener.

Built for therapy practices serving Medicare clients — geriatric mental health, outpatient OT/PT, SLP for stroke recovery, Medicare Advantage psychiatry. Unlike Spruce Health, which doesn’t verify eligibility, Frontdesk autonomously checks Medicare Part B + Advantage coverage, deductible status, copay per CPT, and dual-eligible Medicaid status in real time. HIPAA-compliant by design with BAA, encrypted PHI in transit and at rest, and audit logs across SLP, mental health, psychiatry, OT, and PT.

EHR & practice management

  • SimplePractice
  • SimplePractice telehealth
  • TherapyNotes
  • TheraNest
  • Jane App
  • IntakeQ
  • Practice Better
  • Kareo (Tebra)
  • athenahealth
  • eClinicalWorks
  • WebPT
  • NetHealth (Optima)
  • ChiroTouch
  • ClinicSource
  • Fusion Web Clinic
  • PtEverywhere
  • Power Diary
  • OwlPractice
  • TherapyAppointment
  • CentralReach (ABA)
  • Rethink Behavioral Health (ABA)
  • Catalyst (ABA)
  • AccuPoint (ABA)
  • Lumary (ABA)
  • Total ABA
  • Theralytics
  • TheraBe

Telehealth, scheduling & communication

  • Doxy.me
  • Zoom for Healthcare
  • Google Meet for Healthcare
  • SimplePractice telehealth
  • TheraNest video
  • healow
  • Acuity Scheduling
  • Calendly Health
  • NexHealth
  • Solutionreach
  • Weave
  • Spruce Health
  • Klara
  • Updox
  • OhMD

Billing, payor & eligibility

  • Availity eligibility
  • Office Ally
  • Trizetto Provider Solutions
  • Waystar
  • ClaimMD
  • Apex EDI
  • Change Healthcare
  • TriZetto
  • Medicaid eligibility verification
  • Medicare eligibility verification
  • Commercial payor verification (BCBS, Aetna, Cigna, UnitedHealthcare, Humana, Kaiser)
  • TRICARE eligibility
  • TriCare West / TriCare East
  • Good Faith Estimate (No Surprises Act)
  • Superbills + self-pay invoicing
  • EAP (Employee Assistance Program) intake
  • Headway / Alma / SonderMind / Grow Therapy panel onboarding

Therapy workflows automated

  • AI new-client intake (HIPAA-aware)
  • AI insurance eligibility + benefits verification
  • AI appointment scheduling and reschedule
  • AI no-show recovery + cancellation backfill
  • AI waitlist management and slot-fill outreach
  • AI prior-authorization coordination
  • AI superbill + receipt generation
  • AI session reminders (24h, 2h, 30min cadences)
  • AI parent / caregiver coordination (pediatric)
  • AI crisis-line and suicide-risk triage with live escalation
  • AI IEP/504 meeting coordination (school-based therapy)
  • AI recurring appointment series management
  • AI discharge planning + handoff
  • AI review-request automation (Google, Healthgrades, Zocdoc)
  • AI referral-source follow-up + thank-yous

Therapy specialties served

  • Speech-Language Pathology (SLP)
  • Pediatric speech therapy
  • Adult speech therapy
  • AAC evaluation and therapy
  • Stuttering / fluency therapy
  • Feeding and swallowing therapy
  • Voice therapy
  • Myofunctional therapy
  • Applied Behavior Analysis (ABA)
  • BCBA-supervised clinics
  • Autism diagnostic evaluation
  • Mental health and counseling
  • Couples and family therapy
  • Teen and adolescent therapy
  • Trauma therapy / EMDR
  • Eating-disorder treatment
  • Substance-use intake
  • Psychiatry / med management
  • Occupational therapy (OT)
  • Pediatric OT / sensory integration
  • Physical therapy (PT)
  • Orthopedic rehab
  • Vestibular therapy
  • Pelvic floor therapy
  • Hand therapy
  • Pediatric PT
  • School-based therapy services

Communication channels

  • Inbound voice (24/7 intake, after-hours hotline)
  • Outbound AI voice (recall, no-show recovery, waitlist fill)
  • HIPAA-compliant SMS and texting
  • WhatsApp Business
  • Web chat (practice site + EHR portal)
  • Email
  • 30+ languages (Spanish-speaking SLP, bilingual mental health, ASL referral routing)

Competitive alternatives

  • SimplePractice Telehealth + Reminders alternative
  • TherapyNotes Telehealth alternative
  • Spruce Health alternative for voice + outbound
  • Klara alternative
  • Updox alternative
  • Weave alternative for SMB therapy
  • Solutionreach alternative
  • NexHealth alternative
  • OhMD alternative
  • Headway / Alma / SonderMind / Grow Therapy front office

FAQ

Common questions about AI Medicare Eligibility Screener

Frontdesk integrates with Yardi Voyager, Yardi Breeze, RentCafe, RealPage OneSite, Knock CRM, Entrata, AppFolio, Buildium, ResMan, Rent Manager, and MRI Software. Here's what therapy practices and clinics ask most.

Contact support

Yes — traditional Medicare Part B and every major Medicare Advantage plan including Humana, UnitedHealthcare, Aetna, Cigna, Kaiser, and BCBS. Verification through Availity, Office Ally, Trizetto Provider Solutions, Waystar, ClaimMD, Apex EDI, and Change Healthcare.

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