When verifying a patient’s eligibility using Phreesia with payer portal integration, which action is recommended?

• A. Call the patient to verify benefits
• B. Use the payer portal integration to confirm benefits and eligibility
• C. Assume benefits based on patient claim
• D. Ignore payer portal

Answer: (B)

Using real-time verification of benefits and eligibility through the payer portal integration pulls current coverage data directly from the payer, ensuring you have accurate information before the patient encounter. This approach shows exactly what benefits are in place, any copays or deductibles, and whether prior authorizations are needed, which helps set correct expectations and reduces the chance of claim denials or unexpected charges. It also speeds up check-in and streamlines the workflow by avoiding manual calls or guesswork.

Other options rely on memory, patient-provided information, or outdated data, which can lead to inaccuracies and missed requirements. Ignoring the payer portal means you lose access to the authoritative source of truth for the patient’s coverage.