Insurance verification for optometry, one worklist for vision and medical.
One place to check today's patients against their vision plan and their medical plan before the visit. Medical plans answer in real time instead of a phone call to the payer, and the worklist shows who needs a call before they arrive.
Beta means the feature is built and running in practices that asked for it. It is included where your plan lists it; we turn it on with you, and it may change as practices use it.
What the front desk sees.
Pre-verifying benefits is a full-time job when it is done one plan at a time, vision and then medical, with the answers on sticky notes and the used exam benefit found out at checkout. The worklist puts every patient on one list, sorted by who has to act.
Will not pay as it stands
The payer answered and this plan will not pay for the visit as it stands: inactive coverage, or the exam benefit already used.
Answered, needs a fix
An answer came back and something must be fixed: the member could not be found, or the answer needs a person to read it.
Still owed an answer
The system still owes an answer: check again, unchecked, stale, or checking.
Setup
The practice has a payer enrollment step to finish.
Verified
The check came back with nothing to fix.
Vision and medical, side by side.
For one visit, the card shows the vision plan and the medical plan as each payer reports them: exam copay, materials allowance and deductible remaining.
These benefits are each payer's answer as of Sep 14, 2026, the date checked, not necessarily the visit date.
Sample dataPayer-reported benefits only. Which plan bills this visit is a clinical and billing decision for the doctor and front desk; no route is selected here.
How a check runs.
A person runs the check
Checks are run by a person: one patient, or everyone on today's or this week's schedule.
Real-time medical answers
A medical check goes to the payer when it is run, and the payer's answer lands on the worklist while the patient is still on the schedule, instead of a phone call to the payer.
The day or the week
Run everyone on today's schedule or this week's schedule in one pass, and the answers land in the worklist.
The saved answer
Checking the same plan for the same visit date again within two days shows the saved answer and uses no check.
The pre-visit check
A practice can turn on an automatic pre-visit check in its settings. It is off until the practice turns it on.
Medical and vision plans.
Medical plans
Medical plans are checked through a clearinghouse connection.
One-time enrollment
Medical payers need a one-time enrollment before the first check. Doctora walks the practice through it, the NPI and the payer sign-ups, and never starts an enrollment on its own.
VSP and EyeMed
VSP and EyeMed are checked against the plans themselves, the way staff would, and the answers land in the same worklist.
The allowance
During Beta a practice gets 10 medical checks a day, reset at midnight. VSP and EyeMed checks are not limited.
VSP authorization
After a successful VSP check, Doctora can create the VSP authorization for the visit.
What Doctora does not do.
Classify the visit
Doctora shows what each payer reports. It never decides whether the visit is routine or medical, and never picks which plan to bill; the doctor and the biller do.
Pick the plan to bill
Which plan to bill is the call of the doctor and the biller.
Promise payment
Benefits are what the payer reported. They do not guarantee payment.
Where it stands.
Insurance eligibility
Check a patient's vision and medical benefits before they arrive.
Claims
Send claims for your exams from Doctora, offered to a few practices by invitation.
Get eligibility for your practice.
Leave your details and we will turn eligibility on with you and show it on your own schedule. Eligibility is included with Doctora Pro.
What practices ask about verification.
What is insurance verification automation?
Checking a patient's eligibility and benefits electronically before the visit, instead of calling each payer by phone. In Doctora a person runs the check for one patient or the whole schedule, medical plans answer in real time, and every answer lands on one worklist for vision and medical.
Which payers does it check?
Medical plans are checked through a clearinghouse connection, once the practice has finished the one-time enrollment for each medical payer. VSP and EyeMed are checked against the plans themselves, the way staff would, and the answers land in the same worklist.
How fast is real-time eligibility?
A medical check goes to the payer when it is run, and the answer lands on the worklist as soon as the payer returns it, instead of a phone call and a hold. Some payers answer more slowly than others. VSP and EyeMed answers land in the same worklist when each check finishes.
Does it handle vision plan benefits?
Yes. Vision plans work differently from medical plans, with their own exam frequency and materials allowance. VSP and EyeMed are checked against the plans themselves, and the benefits card shows the exam copay and materials allowance next to the medical plan, as each payer reports them.
Where does the benefits information come from?
From the payer's own eligibility answer for the visit date. A value the payer did not send shows as not reported, never as zero, and nobody retypes it from a phone call.
How many checks do we get?
During Beta a practice gets 10 medical checks a day, reset at midnight. Checking the same plan for the same visit date again within two days shows the saved answer and uses no check. VSP and EyeMed checks are not limited.
Is it automatic?
Checks are run by a person: one patient, or everyone on today's or this week's schedule. A practice can turn on an automatic pre-visit check in its settings. It is off until the practice turns it on.
Who picks medical or vision?
No. Doctora shows what each payer reports. It never decides whether the visit is routine or medical, and never picks which plan to bill; the doctor and the biller do.
What if the payer says inactive?
The row turns red: the payer answered and this plan will not pay for the visit as it stands. It is the row to call on before the patient arrives. Doctora shows the answer, and the front desk and the doctor decide what happens next.
What if a payer cannot be checked?
The row stays on the worklist as still owed an answer, or as a setup step when the practice has a payer enrollment to finish, so the front desk knows to confirm that patient by phone.
Can it help with prior authorizations?
Not for medical plans: Doctora does not submit or track medical prior authorizations, so the front desk handles any prior authorization a payer asks for. For VSP, after a successful check Doctora can create the VSP authorization for the visit.
What about patient privacy and HIPAA?
Doctora is HIPAA compliant and signs a BAA with the practice.
Which plan is it on?
Eligibility is included with Doctora Pro. Beta means the feature is built and running in practices that asked for it. It is included where your plan lists it; we turn it on with you, and it may change as practices use it.
See your schedule checked.
Book a demo and see a clinic day's worklist and one visit's benefits, vision and medical side by side. Try Doctora free for your first 10 charts.
Per doctor, month to month or annual. HIPAA compliant, with a signed BAA.