Staffingly Video

How to Run Insurance Eligibility and Prior Authorizations in eCW?

What this video covers

This walkthrough shows the click-by-click process for verifying insurance eligibility and managing prior authorizations inside eClinicalWorks, including batch eligibility runs, reading benefit responses, and attaching authorizations to visits. It is built for front desk staff, billers, practice managers who use eCW daily, and new hires learning the system who want fewer eligibility-related denials.

  • Run batch eligibility. Check the full schedule one to two days ahead so coverage problems are fixed before the patient arrives, not after.
  • Read the 271 response. The benefit response shows plan status, copays, and deductibles. Staff trained to read it catch problems a green checkmark hides.
  • Log auths completely. Enter authorization numbers, valid date ranges, and allowed visit counts so eCW can attach the right auth to each claim.
  • Watch expiring authorizations. Set follow-up on visit counts and end dates, because services delivered after an auth lapses usually become write-offs.

Staffingly's virtual staff work inside eClinicalWorks and other major EHRs every day, running eligibility batches, chasing prior authorizations, and keeping auth records current. Coverage runs 24/7 when needed, a BAA is signed, and flat weekly pricing starts at $399 per dedicated specialist. Learn more about Staffingly’s Prior Authorization services.

Hand Your eCW Eligibility Work to Specialists

Book a 20 to 30 minute strategy call. We review your current workflow, show you the benchmarks for your specialty, and map what a dedicated team would cost. 2-Week Free Trial, BAA signed.

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Key highlights of every Staffingly engagement

You pay for the resource. Everything else is included.

Your flat weekly rate covers one dedicated specialist. The management layer around them, backup coverage, quality reviews, training, escalation, reporting, and custom automation comes standard at no added cost. Here is what every Staffingly account includes.

See the 8 things every account includesHide the 8 inclusions
  • Who manages my account day to day?

    An account manager plus a customer success manager. Two named people own your account: the account manager runs daily operations and quality, the customer success manager handles onboarding and communication tools like ClickUp or Teams, so your team never chases an answer.

  • What if something needs to go higher?

    VP-level escalation, US and offshore. A direct path above your account manager to Vice President level leadership on both sides, US-based and at our offshore delivery centers. You are never stuck in a ticket queue waiting for someone with authority.

  • What happens when my specialist is out or leaves?

    Backup coverage and same-week replacement. A cross-trained backup covers absences so your work never sits idle. If a specialist leaves or underperforms, we replace them the same week, trained on your workflows before the handoff.

  • How are holidays and leave handled?

    Planned in advance. Specialists receive approved US holidays and two weeks of paid leave per year. Coverage for those dates is arranged with you ahead of time, so continuity is planned, not improvised.

  • How do I know the work is getting done?

    Daily quality stand-up plus daily and weekly reports. Every account starts the day with a stand-up: what came in, what went out, what is stuck, and who is fixing it. You get a daily activity report and a weekly performance report, so nothing slips for a month before you hear about it.

  • How are specialists trained before they touch my account?

    AI-enabled, HIPAA-controlled training. Specialists train in simulations of your EMR and workflows inside our secured environment, with quizzes requiring an 80 percent passing score and AI-moderated final assessments. See how our training works.

  • Do I pay extra for automation?

    No. Custom AI and automation workflows are free. We build automation around your account at no charge: document intake, EMR data entry assistance, and status tracking, always with human review. Faster turnaround and fewer errors reaching the payer, without an extra software bill.

  • Will my rate change, and how do I add people?

    12-month price lock, easy scaling. Your rate is fixed for twelve months from your start date. Need more agents later? An email from your authorized representative is enough. Once confirmed in writing, new agents fall under your existing agreement. No new contract, no work order.

Dedicated specialists, never shared, working inside your EMR and payer portals under a signed BAA. One flat weekly price per operator covers all of the above.Book a Strategy Call