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PRE-SERVICE CLEARANCE & ELIGIBILITY

Financial Clearance Software for Complex Healthcare

The Leading Automated Eligibility, Prior Authorization & Copay Screening Solution for Specialty CareBlock revenue write-offs before patients reach the chair. Real-time eligibility checks, copay foundation screening, and electronic prior authorization in one schedule-linked terminal.

Why this work is different

Financial clearance means validating eligibility, determining real deductible levels, mapping copay assistance, and filing electronic prior authorization before therapy is compounded. With specialty drugs averaging over $15,000 per dose, one missing authorization is an immediate write-off.

Standard pre-clearance depends on phone tag with commercial networks. Coordinators hold on the line while an authorization sits pending, and the appointment goes ahead anyway because nothing in the scheduler stops it.

Real-Time Eligibility 270/271
Automated ePA Submissions
Foundation Fund Watchers
Simulate Denial Reductions
★★★★★4.8/5G2★★★★★5/5Gartner★★★★★5/5
6,500+ specialty providersSOC 2 certified
Clinic team member working claims at a laptop

Average prior authorization turnaround

<2 days

Measured across specialty practices

Financial Clearance Software
Auto eligibility
270/271
Auth approval
99.8%
Avg turnaround
<2 days
HOMESOLUTIONSFinancial Clearance Software

Trusted Payer & EHR Integration Partners

Integration partner 1Integration partner 2Integration partner 3Integration partner 4Integration partner 5Integration partner 6Integration partner 7Integration partner 8Integration partner 9Integration partner 10

Designed around the work, not bolted on

One connected workflow from the first appointment to reimbursement.

<2 days
Average prior authorization turnaround

Coverage-ready

Eligibility and deductible detail return at the moment of booking.

Authorization-ready

ePA questionnaires file themselves from clinical data already captured.

Assistance-ready

Open foundation and grant funding pools are matched before the bill.

Clearance Advantages

Streamline Verification & Prevent Write-Offs

Standard pre-clearance platforms rely on endless phone tag with commercial networks. An automated electronic engine clears patients in seconds.

Instant Eligibility Checks

Submits ANSI 270 eligibility requests at the moment of booking, returning accurate remaining deductible and copay parameters.

Electronic Prior Auth (ePA)

Submits and retrieves pre-authorization numbers straight from the scheduler, cutting manual phone time by an audited average of 86%.

Scheduler Denial Locks

Prevents compounding labs from opening vials unless a compliant authorization is secured on the booking record.

Copay Foundation Screening

Tracks external non-profit and pharmaceutical grant funding pools and coordinates copay credit registration before the patient is billed.

Interactive clearance loss model

Simulate Authorization Write-Offs & Recaptured Capital

Set your monthly new patient volume, average regimen value, and current authorization write-off rate to trace the recovered margin.

Model your current clearance profile

Adjust all three inputs to match your referral pipeline.

80
10300
$45,000
$5,000$100,000
5.5%
1%12%

See your full results

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See Your Results ImmediatelyGoogle5/5Gartner5/5G24.8/5

Directional estimate only — bring your own payer mix and we’ll model it properly.

The cost of generic software

Every gap here is money that was already earned

These are the places practices most often lose revenue when this part of the workflow runs on software that wasn’t built for it. Unlimited Systems closes each one with rules configured for your specialty and payers.

Review your workflow

Where the money goes

  • High-cost regimens delivered against an authorization that had already expired.
  • Copay foundation funding missed because nobody checked which pools were open.
  • Coordinator hours lost to payer hold queues and faxed clinical histories.
  • Patient starts delayed two weeks by manual authorization, pushing revenue out a quarter.

What changes on day one

The work generic platforms leave to your staff is the work your margin actually turns on.

Coordinators cross-check folders and separate browser tabs by hand.
Hard scheduler locks embedded in the booking record itself.
Manual lookup, usually only after a patient raises affordability concerns.
Live fund tracker that surfaces open pools at time of booking.
Hours a day spent calling payers and faxing clinical histories.
Bi-directional real-time payer sync over ANSI 278.
Clinic team member working claims at a laptop
Side by side

Why Specialty Infusions Require Active Pre-Clearance

How standard clearance portals compare against scheduler-level authorization safeguards.

Criteria
Legacy system compromise
Unlimited Systems value
Scheduler authorization lockHolds appointments when a verified payer authorization has not cleared or has expired.
Coordinators cross-check folders and separate browser tabs by hand.
Hard scheduler locks embedded in the booking record itself.
Foundation grant screeningCross-checks drug booking codes against open non-profit disease grants.
Manual lookup, usually only after a patient raises affordability concerns.
Live fund tracker that surfaces open pools at time of booking.
Electronic prior auth portalsAuto-completes and files authorization questionnaires from parsed clinical data.
Hours a day spent calling payers and faxing clinical histories.
Bi-directional real-time payer sync over ANSI 278.
Still evaluating

Not Ready to Switch Yet? That's Exactly When to Start the Conversation.

You don't have to be actively replacing your current system to have a useful conversation with Unlimited Systems. Many specialty practices talk with us months before a contract renewal, system evaluation, or operational change so they can understand where revenue leakage, denial risk, prior authorization delays, and reporting gaps may already be showing up.

You don't have to wait until your contract is up to start evaluating your options. The best time to assess your revenue cycle technology is before renewal pressure begins. Unlimited Systems can help you understand where your current workflows may be creating avoidable denials, manual work, charge capture gaps, or reporting limitations, so you're better prepared for renewal, replacement, or future planning.

Less billing work between the visit and payment

Connected data and specialty rules keep your team on the exceptions that need judgment.

Verify before the visit

Coverage and authorization stay tied to the order.

Validate every charge

Code, unit, and modifier checks happen before filing.

Work the right accounts

Denials and A/R are ranked by value and filing risk.

Care team in scrubs walking through a clinic corridor
35%less manual workflow time
One platform

The rest of the platform your practice runs on

The same connected system handles the operational work that sits either side of this module.

Patient Intake Software

Digital intake that captures accurate demographics and coverage before the visit.

Explore Patient Intake Software

Patient Scheduling Software

Smart scheduling that keeps calendars full and coverage verified in advance.

Explore Patient Scheduling Software

Charge Validation Software

Specialty and payer rules catch charge errors before claims go out the door.

Explore Charge Validation Software

RCM & Medical Billing Software

End-to-end billing from charge to close, tuned to specialty payer rules.

Explore RCM & Medical Billing Software
Tailored Specialty Configurations

Specialty Specific Solutions

Each clinical specialty possesses unique operational rules and claim requirements. Search or browse our fully configured Financial Clearance Software configurations below.

Infusion Care

Oncology & Hematology

Oncology Financial Clearance Software

Dose-rounding rules, multi-bay scheduling, chemo-specific drug clearance, and waste modifiers tracking.

Infusion Care

Rheumatology

Rheumatology Financial Clearance Software

Complex buy-and-bill workflows, real-time biological injection and infusion clearance, and J-code tracking.

Infusion Care

Cardiology

Cardiology Financial Clearance Software

Cardiac device and clinic appointment matrix coordinates, interventional CPT sequences, and echo prior-auth checks.

Infusion Care

Infusion Services

Infusion Services Financial Clearance Software

Advanced chair/bay slot balancing, patient duration predictive overrides, nurse-to-patient safety ratios, and EHR matching.

Surgical Suite

Urology

Urology Financial Clearance Software

High-complexity outpatient procedure flows, pathology and lab synchronization, and catheterization eligibility clearance.

Surgical Suite

Dermatology

Dermatology Financial Clearance Software

High-throughput check-list workflows, cosmetic vs therapeutic prior-auth rules, and biopsy modifier billing checks.

Surgical Suite

Diagnostic Imaging

Diagnostic Imaging Financial Clearance Software

Modalities (MRI, CT, PET) calendar balance, specialized technician scheduling, and real-time prior-auth checks.

Infusion Care

Gastroenterology

Gastroenterology Financial Clearance Software

Split facility/professional fee systems, colonoscopy screening modifier crossovers, and anesthesia codes alignment.

Surgical Suite

Neurosurgery

Neurosurgery Financial Clearance Software

High-acuity surgeon modifiers, intraoperative nerve monitoring workflows, global post-op tracking, and device inclusions.

Surgical Suite

Neurology

Neurology Financial Clearance Software

Support for sleep logs, EMG checklists, cognitive scoring, and complex specialized home health infusion clear pathways.

Clinical Program

Mental & Behavioral Health

Behavioral Health Financial Clearance Software

Psychotherapeutic codes, medication checkers, recurring outpatient templates, and multi-state compliance matrices.

Surgical Suite

Ophthalmology

Ophthalmology Financial Clearance Software

Refractive surgical billing grids, vision insurance crossovers, retina scan diagnostic checklists, and global cataract rules.

Clinical Program

Multi-Specialty

Multi-Specialty Financial Clearance Software

Unified billing ledgers across multiple high-acuity departments and seamless EHR data mapping coordinates.

Infusion Care

Allergy & Immunology

Allergy & Immunology Financial Clearance Software

Complex multi-vial antigen compounding logs, venom dose escalations, and rapid biological asthma injection pathways.

Infusion Care

Endocrinology

Endocrinology Financial Clearance Software

Continuous glucose monitor (CGM) sensor logging, hormone infusion therapies, and complex diabetic education tracks.

Infusion Care

Infectious Disease

Infectious Disease Financial Clearance Software

Outpatient parenteral antimicrobial therapy monitoring, home health nursing coordinate feeds, and J-code splits.

Infusion Care

Nephrology

Nephrology Financial Clearance Software

Renal dialysis facility coordinates, erythropoiesis-stimulating agent dose-rounding logs, and Medicare ESRD compliance.

CUSTOM ENTERPRISE ENGINES

Need customized rule configuration for other clinical programs?

Unlimited Systems templates flexible operational and billing matrices for over 25+ medical specialties. We configure local and commercial medical guidelines to protect your clinical revenue flow patterns from lost claims.

Consult Specialty Engineer
Knowledge base

Frequently asked questions

Financial clearance involves validating insurance eligibility, determining real-time deductible levels, mapping appropriate copay assistance foundations, and filing electronic prior authorization before any therapy is compounded. Because specialty drugs average over $15,000 per dose, an authorization omission results in an immediate write-off.

New to revenue cycle terminology? Browse our healthcare RCM & billing glossary.

We Love Hearing From Our Users

Practices like yours, on what changed after moving to Unlimited Financials.

★★★★★4.8/5G2
★★★★★5/5Gartner

I'd love to set up a call to talk about SCOA, and the success we've had with Unlimited Financials.

Sam Wheeler
CFO, SCOA

The system continues to grow with features as it should, with how healthcare changes. So, if you are looking for a company that is innovative and truly cares, I would recommend Unlimited Financials.

Ernelita Dacumos
Billing Manager, SHOM

Unlimited Financials has been the easiest and best practice management system I have used. It is easy to navigate and do what I need to do.

Melissa Shook
Medical Biller, SHOM

I would recommend Unlimited Financials to other specialty practices.

Michelle Leandri
CEO, NEPA

We transitioned to Unlimited Financials in 2024... the team and platform are absolutely amazing.

Gina
Administrator, FOUR

We have been on Unlimited Financials for over three years and love it. Our claims are being processed faster and more efficiently, which means we are receiving payment more quickly.

Renee Bernacchi
Accounts Receivable Coordinator, COAS

GET STARTED

Pre-Authorize Every Infusion & Lock Scheduler Leaks

Align your scheduling workflow with direct EDI prior-authorization checks alongside a financial clearance consultant.

★★★★★4.8/5G2★★★★★5/5Gartner★★★★★5/5
6,500+ specialty providersSOC 2 certified

Related billing & RCM glossary terms

Brush up on the revenue cycle terms that come up most with this part of the platform: clear, plain-language definitions from our RCM team.

Browse the full RCM glossary