Skip to main content
Veterinary Clinics

Can Voksha check or capture pet insurance information during a call?

Avi NashVP of Growth

For Veterinary Clinics

Voksha captures pet insurance information as part of new client intake and appointment scheduling, including the insurance carrier (common ones include Trupanion, Healthy Paws, Nationwide, Embrace, and Lemonade Pet) and policy number, which then syncs into your PIMS record alongside the rest of the client's intake data. What it does not do is perform real-time coverage verification or claims processing, since that requires direct API access to each insurer's verification system, which varies carrier by carrier and most practices handle through their own billing workflow or a dedicated insurance verification service rather than at the front desk phone stage. Where this integration is most useful is at the new client and emergency intake stage: when an owner calls about a sudden illness or injury, capturing yes, insured with Trupanion, or no insurance, interested in CareCredit, upfront gives your front desk and billing staff the context they need before the client walks in, rather than discovering it at checkout. For practices that also offer in-house financing or wellness plans, Voksha can note client interest during the call and flag it for staff follow-up, since enrolling a client in a wellness plan or financing option is typically a conversation staff wants to have directly rather than fully automate. If your practice uses a specific insurance verification platform as part of your PIMS workflow, the captured policy information flowing into the patient record is usually sufficient for your billing team to run verification through their existing process.

Voksha captures pet insurance information as part of new client intake and appointment scheduling, including the insurance carrier (common ones include Trupanion, Healthy Paws, Nationwide, Embrace, and Lemonade Pet) and policy number, which then syncs into your PIMS record alongside the rest of the client's intake data. What it does not do is perform real-time coverage verification or claims processing, since that requires direct API access to each insurer's verification system, which varies carrier by carrier and most practices handle through their own billing workflow or a dedicated insurance verification service rather than at the front desk phone stage. Where this integration is most useful is at the new client and emergency intake stage: when an owner calls about a sudden illness or injury, capturing yes, insured with Trupanion, or no insurance, interested in CareCredit, upfront gives your front desk and billing staff the context they need before the client walks in, rather than discovering it at checkout. For practices that also offer in-house financing or wellness plans, Voksha can note client interest during the call and flag it for staff follow-up, since enrolling a client in a wellness plan or financing option is typically a conversation staff wants to have directly rather than fully automate. If your practice uses a specific insurance verification platform as part of your PIMS workflow, the captured policy information flowing into the patient record is usually sufficient for your billing team to run verification through their existing process.

More Questions About Veterinary Clinics

Try Voksha
for Veterinary Clinics.

Set up your AI receptionist in under 5 minutes. 7-day money-back guarantee.