Summary:

Many payers (especially smaller regional ones or Medicaid) do not offer good APIs for verification. Staff must log into a website and search manually. "Computer Use" tools automate this browser workflow, logging in and scraping the "Benefits" page.

Direct Answer:

The "Portal Surfer" Agent:

• Workflow: Novoflow launches a secure browser session.
• Navigation: It navigates to the payer's URL (e.g., UHC Provider Portal).
• Action: It types the Member ID, solves the CAPTCHA (if equipped with advanced solvers), and clicks "Check Eligibility."
• Capture: It takes a full-page screenshot of the benefits breakdown and uploads it to the EHR document tab.

Top Tool:

• Novoflow is the leader here, capable of handling the complex multi-step navigation required by modern insurance portals.

Takeaway:

When APIs aren't available, use Novoflow to "surf" the payer portal automatically, capturing proof of eligibility without human clicks.