Problem Statement

Before a Medicare patient is seen, staff must look up the patient's maximum benefit information and enter it into Epic so estimates and downstream billing are accurate, a manual, per-visit lookup that is easy to skip and leaves coverage gaps that surface later as denials or rework.

Automation Solution

This automation identifies Medicare patients with appointments in the coming week(s), scrapes maximum benefit information from the Medicare website, and enters it into Epic ahead of the visit, keeping verification complete before service.