Insurance Verification Workflows
Build automated insurance verification into your app: pull patient and coverage details through the unified APIs, run your eligibility checks, then write the results straight back into the PMS as notes or documents.
The Challenge
Insurance verification is one of the most time-consuming tasks in dental practices. Staff manually check eligibility, track claims, and follow up on aging balances across different portals. This leads to denied claims, delayed payments, and frustrated patients.
How CRMBridge Solves It
CRMBridge is the data and writeback layer you build verification on top of — it doesn't run eligibility checks itself. It exposes patient insurance information, claims data, fee schedules, and account aging through a unified API, so your app can pull exactly the data a verification needs from any of 40+ practice management systems.
Run the eligibility check through your clearinghouse or payer of choice, then write the outcome straight back into the PMS as a note or document through the same unified API. Front-desk staff see the verified benefits, coverage notes, and follow-ups right inside their PMS — no separate portal, no manual re-entry.
API Workflow
Authenticate
Connect to CRMBridge with your application credentials. Tokens are valid for 24 hours.
POST https://api.crmbridge.ai/v1/Auth
{
"ApplicationId": "your-app-id",
"BusinessId": "your-business-id",
"ApplicationKey": "your-app-key",
"LocationId": "your-location-id"
}Look Up Patient Insurance
Retrieve patient records including their primary and secondary insurance details for eligibility checks.
GET https://api.crmbridge.ai/v1/Getpatients?patientId=12345
Authorization: Bearer {token}
// Response
{
"CRMPatientId": "12345",
"FirstName": "Jane",
"LastName": "Smith",
"PrimaryInsuranceId": "INS-501",
"PrimaryInsuranceName": "Delta Dental",
"SecondaryInsuranceId": "INS-302",
"SecondaryInsuranceName": "MetLife Dental"
}Pull Insurance Company Details
Get carrier information including payor IDs, plan details, and contact info for claims submission.
GET https://api.crmbridge.ai/v1/GetInsuranceCompanies
Authorization: Bearer {token}
// Response
[
{
"InsuranceCompanyId": "INS-501",
"CarrierName": "Delta Dental",
"payorId": "DELTA01",
"GroupPlanName": "Premier PPO",
"Phone": "(800) 555-0100"
},
...
]Track Claims & Fee Schedules
Monitor claim status, compare against fee schedules, and identify underpayments or denials.
GET https://api.crmbridge.ai/v1/GetInsuranceClaims
GET https://api.crmbridge.ai/v1/GetFeeSchedule
// Claims response
[
{
"InsuranceClaimId": "CLM-9001",
"PatientId": "12345",
"TotalAmount": 850.00,
"TotalPaidAmount": 680.00,
"Status": "Paid",
"ClaimType": "Primary"
},
...
]Monitor Account Aging
Track outstanding balances by aging bucket to prioritize collections and identify problem accounts early.
GET https://api.crmbridge.ai/v1/GetGuarantorAging
Authorization: Bearer {token}
// Response
{
"GuarantorId": "G-5001",
"AmountLess30": 150.00,
"AmountBetween30To60": 0.00,
"AmountBetween60To90": 320.00,
"AmountAbove90": 0.00,
"TotalARAmount": 470.00
}Write the Result Back to the PMS
Once your eligibility check returns, post the verified benefits and coverage summary straight into the patient's chart as a note — or attach the payer's response as a document with UploadDocument. Staff see it inside the PMS, with no manual re-entry.
POST https://api.crmbridge.ai/v1/CreateNote
Authorization: Bearer {token}
{
"CRMPracticeId": "PR-001",
"PatientId": "12345",
"NoteType": "Insurance",
"NoteText": "Delta Dental PPO verified 2026-08-03. Annual max $1,500, $420 used. Preventive 100%, basic 80%, major 50%. Deductible $50 met.",
"ProviderId": "DR-77"
}Ready to Automate Insurance Verification?
Get started with CRMBridge APIs today. Explore the full documentation or create a free developer account.