"Reps verify and view coverage inside Salesforce. Call flow improved and handoffs are clear."
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Install the VerifyTX component and place it on standard or custom objects in Salesforce Classic or Lightning. Control access with profiles and permission sets. The app follows your sharing rules and validation logic so eligibility data stays in your CRM.
Run VOB with one click on a lead, contact, account, or custom record, any time of day. VerifyTX writes back coverage status, payer and plan, reference number, user, and time verified, plus in network and out of network indicators and key accumulators. Use Salesforce Flow to auto assign owners, set follow ups, or route by facility the moment results arrive.
Explore the Insurance Verification API
Build list views and dashboards for active versus inactive coverage, time to first action, payer mix by facility, and outcomes by program or owner. Track verification volume and aging, monitor follow up SLAs, and surface high risk payers to admissions and billing on their home dashboards.
Connect VerifyTX to other CRMs with REST endpoints and webhooks for result callbacks. Map your objects and fields, secure with token based authentication, and rely on audit logs for traceability. Idempotency and retry support help keep integrations stable when networks are noisy.
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.
Great 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.
The 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.
VerifyTx 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!
Most teams install and place the component in a days and finish role settings within the week.
Sales Cloud and Service Cloud in Classic and Lightning. Standard and custom objects are supported.
Yes. Use profiles and permission sets. VerifyTX follows your access rules.
Yes. Use our API to integrate with platforms like Dazos, HelloAlleva, Sunwave, Hubspot and plenty others. We provide endpoints, webhooks, and mapping guidance.
Luis Perdomo, Head of Growth, leads go-to-market strategy, demand generation, and growth initiatives at VerifyTreatment. With a background spanning digital marketing, revenue growth, and business strategy, he focuses on connecting the platform’s capabilities to the real operational challenges facing behavioral health providers, helping teams improve admissions, strengthen revenue performance, and make faster, more informed decisions.
Lindsay Morresi, Account Executive, helps healthcare organizations evaluate how VerifyTreatment can improve insurance verification, admissions, and revenue cycle workflows. Bringing a customer-focused approach to the sales process, she works with teams to understand their operational needs, identify opportunities for greater efficiency, and ensure they have the right solutions to make faster, more informed decisions.
Amira Nicol, Account Executive, brings relationship-building, industry knowledge, and a strong connection to the behavioral health community to VerifyTreatment. She works closely with treatment providers to understand the challenges their teams face around insurance verification and access to care, helping organizations identify solutions that reduce administrative barriers and support better operational and financial outcomes.
Matthew Hall, Senior Account Executive, helps behavioral health organizations identify opportunities to simplify insurance verification and protect revenue throughout the patient journey. With a consultative approach and a strong understanding of admissions, billing, and revenue cycle workflows, he works closely with teams to connect their operational challenges with practical solutions inside VerifyTreatment.
Alexander Jones, Product & Integrations Manager, helps translate customer needs into practical product improvements and scalable integrations at VerifyTreatment. With deep experience across Salesforce, APIs, automation, and business operations, he brings a unique ability to connect client workflows with technical execution, helping ensure the platform is both powerful and practical for the teams using it every day.
Nicole is a versatile healthcare professional with a Bachelor’s degree in Health Administration and a solid background in managing healthcare systems and operations. Her experience spans healthcare management, compliance, and regulations, making her adept at navigating complex healthcare environments. In addition to her administrative expertise, Nicole holds certifications in Functional Nutrition and Personal Training, giving her a well-rounded perspective on health and wellness. She is committed to using her skills to improve healthcare settings and ensure effective, patient-centered care.
Tara is a dedicated leader who leverages her Master's degree in Information Technology (Florida Tech) and deep company knowledge (since 2018) to drive our community awareness. She is the central figure for managing social engagement and ensuring the community is immediately and effectively informed of all new product launches and company updates.
JoAnn has a strong background in the mental health and substance abuse industry, with expertise in billing, coding, facility credentialing, and contracting. She is passionate about team education and public speaking, always striving to make a positive impact. With a solid foundation in accounting, JoAnn also holds an Associate of Arts in Biblical Studies from Liberty University, blending her professional skills with her personal values.
For 11+ years, Melanie has been dedicated to helping clients access quality mental health care, with a special focus on grief, loss, and substance abuse. With expertise in healthcare, community outreach, patient advocacy, and leadership development, Melanie is passionate about making a positive impact in the lives of others.