Verify Client Coverage Automatically in Batches. File Claims With Confidence.
Improve your clinic’s revenue cycle, decrease administrative costs, and increase provider confidence.
Automatically comply with federal exclusion list verification.
Manage in-house and third party service requests.
Is the client covered? Is there more than one payer? If so which gets billed first? Is there remaining deductible? How does the co-pay change when the deductible is exhausted? Has the client been dropped? Do they have new insurance?
Cori uploads your client lists, verifies payer identification, and submits batches and real-time requests to confirm insurance coverage. Cori displays returned responses into actionable data. Coverage changes become visible and clinic administrators can respond to insurance changes before service is rendered.
Manage Availability and Capacity Data For Efficient Client Matching.
Cori supports storage of counselor availability (open time slots) and capacity (openings for kids, adults, couples, and families). Providers can manually update, and Cori also analyzes calendar data to estimate availability.
Administrators and clinical supervisors can view availability and capacity information and assign clients or offer actually available referrals.
Import client and practitioner data from your EHR
Features & Benefits
The Commercial and Public Health Solution to Avoid Billing Complications.
Co-pay and client share can change when deductibles are exhausted. Get ahead and stay informed. Managed care can add and drop coverage without notifying providers. Stay on top of insurance coverage.
Scalability & Flexibility
5 clients or 500 clients are no problem for Cori. Small and large clinics both face administrative costs from billing gone wrong. Knowing coverage before providing service is crucial.
Notifications
Some payers provide information in real-time and some reply in time-delayed batches. Either way, Cori lets you know when your results are ready.
EHR Integration
Many EHRs are closed boxes without the capacity to add “plug-ins” or interact with other systems. These EHRs usually allow export of client and staff data, and often support access to scheduling information through calendar links.
Workflow Automation
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Land Clients with Accurate Availability Information
Counselors understand that response time is a key factor in landing a client. Returning accurate availability and capacity of practitioner back to the client builds trust and improves client engagement.
Advanced Analytics
Preparing for a commercial insurance rate negotiation involves proper statistics which Cori can provide. Cori manages staff credentialing information and can report on the history of service request fulfillment.
Featured Sections
We Don’t Just Offer Software — We Offer Solutions
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Analytics & Reporting
Intelligent Insights at Your Fingertips
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Growth & Scaling
Unmatched Flexibility and Scalability
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AI Automation
Transform Your Workflow with AI Automation
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Testimonials & Reviews
Hear From Our Happy Clients: Their Stories
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Emily R.
Marketing Lead
We switched from a legacy tool, and I can’t believe the difference. Setup was a breeze, and every question I had was answered within minutes. That level of care is rare.
Mark T
Startup Founder
I love how everything just works. No steep learning curve, no messy configurations—just a clean, powerful product that delivers what it promises.
John Doe
Founder
Beyond the robust features, what really impressed me was the onboarding support. They walked me through everything step-by-step and made us feel valued.
Jason M
Product Manager
The features are great, but the support team truly sets this SaaS apart. From onboarding to daily use, their quick responses and helpful guidance made the whole experience smooth and stress-free. It feels like we have a real partner, not just a service.
Lena K
UX Consultant
This SaaS solution is a gem. It adapts perfectly to our needs, scales effortlessly, and the team behind it feels more like a partner than a provider.
Aliana Lorel
Founder – Lorel Technology
As someone who’s tried countless tools, this one stands out. Performance is solid, updates are regular, and customer service? Simply outstanding.
Sara D
Freelancer
This platform completely transformed how we manage our workflow. The intuitive UI, along with a support team that truly cares, makes it one of the best SaaS experiences I’ve had.
David V
IT Director
Smooth, fast, and reliable. Our team instantly became more productive. The personalized help during onboarding made a huge difference.
Peter Brandson
Owner – Brandson Industry
User-friendly, beautifully designed, and packed with functionality. I’ve never experienced such responsive support. Worth every penny.
Latest News & Articles
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Frequently Asked Questions
Got Questions? We’ve Got Answers.
Clinic management is complex, where a variety of responsibilities are met with a variety of solutions.
What is Exclusion Verification?
For some managed care situations, payers require verification that clinic staff are not excluded from Medicaid or Medicare. The Office of the Inspector General (OIG) maintains a list, as does SAMHSA, and some states. The 2025 legislation reforming Medicaid and Medicare now requires all clinics to perform this verification monthly.
What are the benefits of Availability and Capacity management?
Clinic managers often place clients with available therapists. This ad-hoc process can involve emails and phone calls that ultimately slow access or may lose the client. Through automatic and manual updating, clinical supervisors and managers can see provider availability and capacity at a glance.
How do I check insurance eligibility and coverage?
To see coverage by both primary payers and secondary payers, upload your client roster into Cori. For Medicaid, after the batch is processed you will see an email notifying you that results are available.
For commercial payers, coverage data is returned in a few seconds, allowing large batch processing.
What are the benefits of knowing coverage information?
Your contracted therapists will breath easier, feel more confident, and may deliver better care if they simply know that they will get paid, and what they will be paid. Clinic owners and administrators will also feel better with more information about client coverage.
How do I enable automatic coverage verification?
Upload a client roster, and add your calendar information for you EHR, and Cori will access your schedule and report on insurance coverage for upcoming clients.
What feature does Cori offer for managing and tracking service requests?
Clinicians and administrators can create Service Requests in Cori that are then tracked over their lifetimes. A Service Request can be internal, for instance when a couple therapist refers an individual for treatment. The Request can also be external, for instance a referral to a food bank or for unmet medical needs.
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