Glossary

What is Insurance eligibility verification?

Insurance eligibility verification is confirming, before a visit or exam, that a patient's health plan is active, that the provider is in network, and what the plan covers and what the patient may owe. It is usually done through the payer's electronic eligibility check, the standard 270/271 transaction, or the payer's portal.

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By Alex Le, Echo product teamUpdated August 2026

Done at the check-in window it is too late: a coverage problem found then means a cancelled visit or a surprise bill. Done at booking, it also surfaces the exams that need prior authorization early enough to get it.

Echo Booking checks eligibility and benefits with the payer as part of booking and flags prior authorization needs and patient balances, so coverage is settled before the patient arrives.

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