AI Admin Agents for Providers and Plans

Automate
Eligibility on Eyefinity with AI

GenHealth can automate Eligibility for organizations using Eyefinity by executing workflows autonomously for actions taken over the web and fax

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Trigger

When events happen in Eyefinity

New data or events occur in Eyefinity that need to be processed.
Eyefinity

Polling for new records

Action

Automatically run Eligibility

GenHealth processes the Eligibility workflow automatically using AI.
Process Eligibility

Create or update records

How To Guide

How to automate Eligibility on Eyefinity

Follow these steps to set up automated Eligibility for Eyefinity using GenHealth's UMPA app. No code required.
1
Sign up for UMPA

Create your free GenHealth UMPA account to get started.

Sign up
2
Add Eyefinity integration

In UMPA, connect Eyefinity by entering your username and password.

Connect
3
Add a Eligibility workflow

Create a new workflow in UMPA and select Eligibility as the type.

Add workflow
4
Schedule the workflow

Choose your triggers or schedule (event-based or recurring) and go live.

Schedule
Start automating Eligibility
Benefits

Why automate Eligibility with Eyefinity?

Save Time

Eliminate manual data entry and reduce processing time by over 80%

Reduce Errors

AI-powered automation ensures accuracy and consistency

Keep Your Workflows

No need to replace Eyefinity - automate on top of your existing systems

Get Paid

More accurate Eligibility leads to faster payments with fewer denials

Details

How does it work?

1
Connect Eyefinity

GenHealth can link your Eyefinity account

2
Configure Workflow

GenHealth will setup your Eligibility automation rules and preferences

3
AI Takes Over

GenHealth automatically processes Eligibility tasks as they come in

4
Monitor Automation Reports

Track performance via reports

Get started with Eyefinity + Eligibility automation
App

More about Eyefinity

Automate claims submission and lens ordering workflows on Eyefinity. Streamline revenue cycle for optometry and vision care practices.

View all Eyefinity automations
Workflow

More about Eligibility

Selects the right path per carrier — API, clearinghouse, or portal RPA — and parses raw responses into structured benefits (deductible, coinsurance, out-of-pocket, plan rules). Writes back to the EMR and attaches the eligibility PDF to the patient record. Runs embedded in intake or standalone: ad-hoc, scheduled, or event-driven.

View all Eligibility integrations
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Intake

Turns every referral channel into a structured order. Ingest...

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