Who We Help
Who We Help
Enterprise
Private Practice
A patient texts a photo of their insurance card. KloudMD reads it, runs a real-time eligibility check with the payer, and shows your front desk whether coverage is active, the copay, and what is left on the deductible, in seconds, inside the same conversation.
No payer portals, no hold music, no re-typing member IDs. The check runs where the conversation already is.
They reply to a text with a photo, upload it in their intake forms, or snap it while booking online. Front and back, from any phone.
AI pulls the carrier, member ID, group and plan off the image and attaches them to the patient record. The payer is matched from the directory, and staff can correct a digit if the card is blurry.
A real-time eligibility request (X12 270/271) goes to the insurer. The answer renders on the message card for everyone on your team, and on the patient record.
The full payer response is hundreds of lines. KloudMD boils it down to what the person at the desk actually needs.
Know before the visit whether the plan is active and what the patient will owe, so nobody finds out at the window.
The card is read and the check is run from the same screen your staff already uses for texting and scheduling.
Member IDs are read character by character and confirmed with the payer before the appointment, not after the denial.
Bill under the practice NPI or a specific provider’s NPI, per check, across all your offices.
Eligibility checks are one part of the same HIPAA-compliant system that answers your phones, books your appointments, and syncs with your EMR.
“Do you take my insurance?” is answered on the phone, over text, and in web chat from the carrier list you control. The eligibility check then confirms that this patient’s plan is active and what they will owe.
KloudMD integrates with most medical and dental EMRs, so the patient record, the card, and the eligibility result live alongside the chart you already use.
Card images and raw payer responses stay inside the platform. Your team sees the summary, and every check is logged with who ran it and when.
Enter the NPI you bill under once and the feature is on. Add provider NPIs any time from the dashboard.
Most commercial and government payers are reachable through our clearinghouse connection. If a card is not matched automatically, staff pick the payer from the directory.
No. A text message with a photo of the card is enough. Cards can also be uploaded through digital intake forms or during online booking.
They work together. Insurance AI answers which carriers your practice accepts, per location and provider, on every channel. The eligibility check confirms that a specific patient’s plan is active and returns their copay, deductible, and out-of-pocket figures.
The NPI you bill under and the name it is registered to. You can add individual provider NPIs so checks can be billed under the right clinician.
Staff can correct the payer, member ID, name, or date of birth on the card before re-running the check. KloudMD also remembers payer corrections so the next card from that carrier is matched automatically.
No. KloudMD runs alongside your EMR and integrates with most of them, so your schedule and patient records stay where they are.
Enterprise
Private Practice
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