01
Get more than active or inactive
Record copay, coinsurance, deductible, estimated patient responsibility, benefit period, and whether the deductible applies.
/Benefits agent
Get the benefit details your staff actually needs.
An active response is not enough to prepare a patient for their visit. Shasta checks the payer's portal for cost share, visit limits, and authorization rules, then puts the result in the EMR using your format.
Learn MoreINPUT / WORK / ACTION
01 / Queue
Jordan Lee
Priya Nair
Sam Okafor
CoverageActive
PT copay—
Visit limit—
02 / Payer portal
W4821 · LEE
PT copay—
Visit limit—
Visits used—
03 / Verified
( fig. 02 )
/What it handles
The routine work your staff should not have to chase.
Shasta works through the normal cases. Anything that needs judgment goes to your team with the details already gathered.
Starts with
A new patient, a monthly reverification, or a list of active patients
Done when
The benefit details and source document saved in the patient record
Works across
EMRClearinghousePayer portalsDocuments
02
Check the limits that affect therapy
Find visit limits, visits already used, medical necessity rules, and prior authorization requirements.
03
Go to the payer source
Use the appropriate payer portal, try the available patient search paths, and save the eligibility page with the result.
04
Handle monthly reverifications
Check active patients again on your schedule so plan changes are found before the next visit.
( fig. 03 )
/How it works
From incoming work to an updated patient record.
01
Patients enter the queue
Shasta pulls new patients and scheduled reverifications from the EMR or the worklist you already use.
02
Coverage is checked
It starts with electronic eligibility, then goes to the payer portal when that response leaves details out.
03
Your collection rules are applied
Shasta uses the same collection rules and verification template your staff follows.
04
The record is updated
The source and benefit details go into the EMR. Plans that still need a call or manual review go to your team.
When the job is done
Benefit details in the format staff already uses
The payer source attached for review
Unresolved plans separated from completed checks
( fig. 04 )
/Set up for your clinics
Built around the way your front desk already works.
Set up around your rules
We map how each location schedules, which payers need extra steps, and where your team wants to take over.
A clear record of the work
Open any task to see what came in, what happened next, and what changed in the patient record.
A handoff when one is needed
Clinical questions, unusual cases, and anything outside your rules go to staff with the context already attached.
Explore the agent team
Calling and Texting Agent
Answer, schedule, and follow up across every patient channel.
Referrals Agent
Turn incoming documents into complete patient records.
Prior Authorization Agent
Submit and monitor requests through payer resolution.
See how the benefits agent fits into your front desk.
Bring us the workflow. We will map it against your systems and clinic rules.