Powerful filters and saved views
Filter by insurer, coverage status, facility, client type, last verified, user, and tag. Save common views for admissions, billing, or location leads so each team starts in the right context.
Client Dashboard
Full visibility across your census
See every verification in one place with live status, clear owners, and history on tap. Filter by facility, client type, insurer, or coverage and act without leaving the page. Use it as a lightweight CRM for intake when you do not have one. Used by behavioral health and mental health teams that track census across locations, admit after hours, and want clean handoffs between admissions and billing.
Used by providers who track census, admit after hours, and need clean handoffs across locations.
Every verification in one place
See every verification in one place with live status, clear owners, and history on tap. Filter by facility, client type, or coverage and act without leaving the page.
How your team benefits
Live status at a glance
Coverage shows as active, inactive, or unavailable with last verified time and insurer.
Lightweight CRM for intake
Move prospects to leads to clients to discharge with clear owners and notes so everyone sees the next step.
Action in place
Re verify from the table, change client type, assign owners, and add tags without opening new tabs.
Clean handoffs
Mention teammates and route by facility or program so admissions and billing move in step.
“Our census lives in the dashboard. Admissions and billing work from the same list and nothing slips.”
35 Hours
saved each month on census reviews
Keep momentum while you manage your census
The dashboard brings your entire book of business into view. As new verifications run, results appear live with the correct coverage status and facility. Tag records for batch runs, filter by client type, and alert the next shift so nothing stalls between calls.
Client types, owners, and tags
Use prospect, lead, client, and discharge to manage the pipeline. Assign an owner, add due dates in notes, and apply tags like active patients or high risk payer to group work and drive batch actions.
Bulk actions and re-verification
Select many records to re-verify, tag, archive, or export. Get alerts when coverage shifts from active to inactive so teams react quickly and protect revenue.
Source of truth with audit
Every record shows who ran it, when it was verified, and the reference number. Role based access and audit logs keep data secure and ready for reviews.
What your team sees in the Client Dashboard
Trusted by Healthcare Professionals
VerifyTX is the best! Makes life so much easier in the behavioral health space. Much more efficient that any other platform I’ve used in 10 years. Big shout out to Melanie Hernandez that manages our account! She is always there to help support promptly if I ever have any questions.
CHRIS BURTONChief Business OfficerGreat Product, Ease of Use, Added Efficiency for Our Team. Automating and bringing in health insurance verifications to our instance was a game changer. We have instant verifications for all of our prospects, as well as automated verifications for our clients on a weekly basis.
SAM STAPLESDirector of Business ApplicationsThe product is lightning fast, and so easy to use. In terms of instant verification, there is nothing faster or more comprehensive in my experience. Highly recommend for billing/admissions departments.
MATT WALDENBusiness DevelopmentVerifyTx is an essential tool for our reps. Reps can now complete and view verifications directly within Salesforce, significantly improving call flow. The VerifyTx team was absolutely amazing!
LEESA SMITHSalesforce AdministratorFrequently Asked Questions
Can we use the dashboard as our census?
Yes. Set client type and tags to manage prospects, active clients, and discharges across locations.
How do we keep records current?
Schedule batch re-verifications and use notifications to alert teams when status changes.
Does this work across multiple facilities?
Yes. Filter by facility, save views per site, and limit access with role based permissions.
Can this replace a CRM?
Yes for intake and eligibility tracking. You can manage pipeline stages, owners, notes, and handoffs in the dashboard. If you need sales automation, use exports or integrations alongside VerifyTX.
Monitor eligibility across your census
Join 30,000+ users using VerifyTX to track status, re verify fast, and protect revenue