Integration Type 3 — Insurance, Family, Aging & Auto-Confirmation
Why This Matters
Type 3 is where integration becomes operationally rich. Insurance verification, family households, and auto-confirmation are high-value features that directly reduce manual work at the front desk. Building a Type 3 integration means you're touching sensitive healthcare data structures.
What You'll Learn
- What features Type 3 adds on top of Type 2
- How patient photos, insurance info, and household/family data are pulled and displayed
- How appointment auto-confirmation works using message sentiment detection
- What recall reminders are and which verticals they apply to (dental cleaning, vet vaccination, optometry orders)
- How Weave displays aging and collection (payment) information pulled from the PMS
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Lesson Summary
Type 3 adds patient photos, insurance information, family/household linking, appointment auto-confirmation, recall reminders, and aging/collection info. The household feature groups family members, identifies the head of household, and is important for insurance claims where one policy covers multiple family members. Auto-confirmation works by sending a message asking if the patient will attend, then detecting the sentiment of their reply and updating the appointment status in Weave. Recall reminders send prompts for recurring events like dental cleanings, vaccinations, or optometry orders.