"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.
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.
Samantha is a dynamic marketing professional dedicated to making a difference in the behavioral health industry through her work at VerifyTreatment. With a strong background in digital marketing and brand advocacy, she helps elevate the platform’s presence by fostering authentic connections with treatment centers and healthcare providers. Her expertise in content creation and community engagement ensures that VerifyTreatment’s value is communicated effectively, helping centers streamline operations and improve patient care. Samantha’s focus on building trust and driving awareness positions VerifyTreatment as a key resource in the healthcare landscape.
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.
Jordan is a dedicated advocate for behavioral health and is passionate about improving sales strategies and business processes. With a focus on helping businesses, particularly in healthcare, Jordan believes that streamlining operations is a way to positively impact more people indirectly. A strong leader, both personally and professionally, Jordan is committed to making a difference in the world by doing good business and serving a higher purpose.