For Practice Management Systems

Make insurance data part of the practice workflow

Bring comprehensive eligibility and benefits data directly into scheduling, estimates, treatment planning, billing, and claims. Zuub’s API gives your customers the insurance information they need without sending them outside your platform.

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Deliver insurance clarity at the point of care

Insurance information influences decisions throughout the practice workflow—from scheduling and treatment planning to patient estimates, billing, and claims. When that information lives outside the PMS, teams switch systems, re-enter data, and work around the platform.

Bringing eligibility and benefits data directly into those workflows keeps practices inside your product and gives them the information they need when they need it.

Deliver insurance clarity at the point of care
Verify coverage when it matters

Surface eligibility and benefits directly within scheduling, intake, and appointment workflows.

Create better patient estimates

Use deductibles, coinsurance, remaining benefits, and coverage details to support more informed patient financial conversations.

Support cleaner billing and claims

Bring insurance information upstream so teams can identify coverage issues before services are rendered.

Keep workflows inside your platform

Give practices access to the insurance information they need without sending them to payer portals or separate verification tools.

Platform capabilities

What practice management systems can build with Zuub

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Coverage-Aware Scheduling & Intake

Surface eligibility, coverage status, plan details, and benefit information during scheduling and patient intake.

Patient Estimates

Bring deductibles, coinsurance, remaining benefits, and coverage details into estimate workflows.

Treatment Planning Workflows

Give teams access to benefit details, frequencies, limitations, and procedure-level coverage while discussing treatment.

Billing & Claims Workflows

Use eligibility and benefits information earlier in the revenue cycle to support cleaner billing and claims.

Multi-Location Insurance Workflows

Deliver a consistent insurance experience across practices, locations, and customers using the same API integration.

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Turn insurance verification into a platform advantage

Embedded eligibility and benefits can do more than improve practice workflows. It can increase the value of your platform, create new monetization opportunities, and make your product harder to replace.

Turn insurance verification into a platform advantage

Increase Platform Value

Give customers more of the functionality they need inside one system, reducing reliance on separate verification tools.

Create New Revenue Opportunities

Offer insurance verification as a premium capability, bundled feature, or value-added service across customer segments.

Strengthen Retention & Expansion

When insurance workflows become part of the daily PMS experience, your platform becomes more deeply embedded in practice operations.

How it works

Add eligibility and benefits without building payer connectivity

Integrate once with Zuub and bring standardized eligibility and benefits data into the workflows your platform already supports.

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PayerDirect™ Connectivity

Access high-quality eligibility and benefits data through credentialed and credential-less payer connections, including select credential-less access enabled through Zuub’s exclusive Trusted Payer Partner Network.

Standardized Data

Work with consistent eligibility and benefits responses instead of building logic around varying payer formats.

One REST API

Integrate once and reuse insurance data across scheduling, estimates, treatment planning, billing, and other workflows.

Managed Payer Complexity

Zuub manages changing payer requirements, connectivity, and normalization behind the scenes.

Launch with support from Zuub

Whether you’re adding insurance verification for the first time or transitioning from another solution, Zuub works with your product and engineering teams through integration, testing, and production launch.

Launch with support from Zuub

Bring better insurance workflows into your platform

Give practices the eligibility and benefits information they need without sending them outside your PMS.

Talk to an Expert Request API Documentation