Benefitly: Patient Check-In

Great patient experiences start here.

Streamline check-in. Clarify benefits. Cut costs.

We help patients fill out their forms and agree to office policies online. But we don't stop there. When patients check-in with Benefitly, we make sure they understand their insurance, and are financially prepared for their visit.

Inform patients about insurance

With Benefitly, patients are guided through their deductible, co-insurance, and copayment information. If they have questions about how their insurance works, our insurance experts are right there to help.

Reduce staff burden

Front office processes are automated. Filling out forms, explaining insurance benefits, and collecting copays, we've got it covered. We handle the busy work, so your staff can focus on caring for patients.

Increase patient payments

We automate copay collection and past due balance collection. When patients understand their benefits, revenue cycle friction is improved throughout the entire process, meaning you get paid faster.

Customize your experience

Everything we do is designed to fit your practice needs. We'll make sure you're able to collect all the information you need to care for your patients, more efficiently than ever before.

Create amazing patient experiences while improving your workflow.

When a patient has an upcoming appointment, they are able to check-in with Benefitly up to 48 hours ahead of time. They can complete forms, pay their copay, review their insurance, and ask our team of insurance experts questions about their policy before they arrive at your office.
Their experience is better, and your workflow is simplified.

Benefitly takes the guess work out of insurance benefits.

Individual deductible

$175 remaining of $250

Family deductible

$425 remaining of $500

Got questions about Benefitly?

We're currently working with pilot customers and integration partners only. If you're interested in using Benefitly at your practice, contact us using the chat feature in the lower right corner.

Absolutely. Inbox Health's Benefitly includes a full scheduling suite that integrates natively with our patient check-in features. We can even import existing patients, automatically batch insurance for upcoming appointments, and help you process payments. If that's all you need to keep your practice humming, you're good to go!

Most of them! We have relationships with hundreds of commercial payers, and public payers like Medicare and Medicaid. Our clearinghouse partners are always adding more payer relationships, so if we're missing critical payers we'll be sure we get a connection to them soon.

Our team is on call to answer patient questions most of the day. We train our team in the ins and outs of insurance, so they can help answer patient questions, and clarify insurance basics. Some questions can only be answered by the insurance company, but we do our best to take the burden off your staff to explain patient benefits to them.

Hopefully it simplifies it! With our premium integration partners we can automate most tasks, from sending patients their check-in reminder, to inputting their data into your existing system. We have lots of ways you can view and manage patient information to make it convenient for you to oversee patient check-ins, payments, and benefits.

We use SMS (text) messages and email messages in a HIPAA compliant manner to let your patients know that early check-in is available for their appointment. Patient's can have their preferences changed in Inbox Health's provider application to change how we contact them, or, when available, we will pull existing contact preferences in from an integrated external managment system.

Pricing for Benefitly is based on the number of providers at your practice. All payments will be auto-billed monthly and charged to a credit card, debit card, or bank account on file with Inbox Health. You will receive a receipt via email for each transaction.

Any web browser or mobile device is able to access Benefitly. We've worked hard to make the process very friendly for mobile users, and compatible with as many browsers as possible. Due to security constraints, we only support Internet Explorer versions 10+. All other major browsers work with Benefitly.

Yes. We've created lots of basic forms, but there are tools available to create your own custom forms, and we can even have our implementation team work with you to create some.

We have lots of integrations in place and in progress. Use our chat tool in the bottom right to ask about integrations with your EHR or PM system.

Yes. Inbox Health can also allow you to collect payment in the office. We allow you to store patient credit, debit, and HSA cards on file, send digital receipts, and even collect the patients signature on a smart phone or tablet.

HIPAA compliance and security are two things we take very seriously, Inbox Health was designed with today's regulations in mind. Your data is treated with bank-like security, encrypted at all times and regularly backed up. We monitor and log activity to be sure there isn't any improper access, and carefully control access to our data and offices. If you have more questions or concerns email us at All providers are required to sign a business associate agreement with Inbox Health to use the service.

Pricing Plans

All plans have 14 day trial periods, and no long term commitment.


For small practices, start small and pay only for what you use.
Check patient benefits in real-time, store patient payment methods, process payments, create payment plans and more.


Get detailed patient benefits in real time, with live chat support.
Insurance connectivity to hundreds of payers. Check up to 500 patient benefits a month for free, and pay just 10 cents after that.


Online patient booking and appointment automation.
Take the next step with automation. Let patients book online, automate reminders, copay collection, pre-visit benefit checks and a whole lot more. Integration available for many vendors.


Automate check-in, financial counseling, and payments.
Create a pre-visit patient experience that helps prepare patients for their visit. Complete intake, financial responsibility review, balance collection, and lots more. All available on patients own devices. Integration is available for many vendors.

Learn how our eligibility verification can help your practice today.

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