Streamline patient insurance updates with Attain OS. Use Atty AI to draft a polished Insurance Information Update form fast. No integrations needed.
When a patient's insurance changes—whether from a new employer, a policy upgrade, or a switch in providers—billing teams need to capture that information accurately and quickly. A paper form or generic PDF often leads to missing fields, illegible handwriting, and time-consuming follow-ups. That's where a purpose-built Insurance Information Update form comes in.
With Attain OS, you don't start from scratch. Its built-in Forms app lets you create a structured, digital form that collects exactly what you need: new policy numbers, group IDs, effective dates, and patient signatures. And because Attain OS includes the AI agent Atty, you can have a near-finished draft in minutes—just review, adjust, and publish.
A long-time patient calls to say they've started a new job and have new insurance through Aetna. You need to update their billing profile before their next appointment. Instead of fumbling with a generic form, you pull up Attain OS, open the Forms app, and select the Insurance Information Update template. Atty pre-fills the common fields based on your previous forms, so you only have to tweak a few details.
Every fall, dozens of patients switch plans during open enrollment. Your front desk is overwhelmed with phone calls and paper forms. With Attain OS, you create a single digital form and share it via a link (copied manually from the app). Patients fill it out on their own phones while waiting, and the data lands directly in your Attain OS Customer Management app—no double entry.
A patient recently lost their job and their COBRA is expiring. They need to update their insurance to a new Medicaid plan. Using Attain OS, you quickly create a form that captures the new card details and effective date. Atty helps draft the form's instructions to clearly explain what documents are needed, reducing confusion.
In Attain OS, navigate to the Forms app. Choose the Insurance Information Update template from the list. Atty will automatically populate a draft form with standard fields like Policy Number, Group Number, and Effective Date based on common industry practice. You can also add custom fields like 'Reason for Change' or 'Secondary Insurance'.
Tell Atty in plain English what you need: 'I want to collect the patient's new insurance card image, policyholder name, and relationship to patient.' Atty will adjust the form structure, add a file upload field for the card image, and set the correct validation rules. No coding required—just type or speak via the voice assistant.
Atty presents a near-finished form. You review each field—labels, help text, and required status. For example, you might change the 'Policy Number' label to 'Member ID' if your practice uses that term. You can reorder fields, toggle required flags, and add conditional logic (e.g., show 'Spouse Employer' only if relationship is spouse). Atty does the heavy lifting; you just fine-tune.
Once satisfied, you publish the form. Attain OS stores the form in your Forms app. You can share a direct link with patients via email or WhatsApp (using Attain OS's built-in WhatsApp + Atty channel). As submissions come in, they appear in the Customer Management app, linked to each patient's profile. No integrations, no syncing—it's all inside Attain OS.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Please use this form to update your insurance information. Attach a clear photo of your new insurance card.
Yes. In Attain OS Forms, you can toggle each field as required or optional. Atty's draft will set sensible defaults, but you can change them during review. For example, Group Number is often optional, but Policy/Member ID is always required.
You share a direct link to the form (e.g., via email or WhatsApp using Attain OS's built-in messaging). Patients open the link in any browser, fill it out, and submit. The data is captured directly into Attain OS's Customer Management app—no extra steps.
Yes, Attain OS Forms supports conditional logic. During the review step, you can set rules to show or hide fields based on previous answers. Atty can help you set up basic conditions if you describe what you need.
Attain OS does not have automatic email triggers. However, you can manually send a confirmation via the built-in Email app or WhatsApp. The form submission record is stored, so you can always verify that the update was received.
