For physical therapy and occupational therapy organizations, the beginning of a new benefit year can create a sudden surge in eligibility and benefits reverification. Active patients may have new coverage, deductibles, visit limits, payer requirements, or prior authorization needs—all while front-office and revenue cycle teams are managing normal patient volumes.

Join us for a practical discussion on how PT and OT organizations can prepare for the January reverification surge before it becomes a staffing and revenue problem. We will explore why manual payer portal work and phone-based verification struggle to scale, where incomplete benefit information creates financial and patient-access risk, and how organizations can build a more dependable readiness plan.

Drawing from Infinx’s experience supporting high-volume patient access operations, the conversation will examine how intelligent automation, payer connectivity, configurable workflows, and operational support can work together to manage high volumes without simply adding more staff. Attendees will learn how to prioritize patients and payers, handle exceptions when automation cannot complete the work, prepare for related prior authorization requirements, and create a realistic path toward January readiness.

The session will focus on the broader operational challenge rather than presenting reverification as a standalone eligibility task. Reverification is the entry point, but the broader opportunity includes prior authorization readiness, front-office workflow improvement, exception management, and the ability to scale patient access operations across locations, payers, and systems.

Learning Objectives
After attending this session, participants will be able to:

  1. Identify the operational and financial risks created by the annual reverification surge, including staffing constraints, incomplete benefit information, patient access delays, preventable denials, rework, and revenue disruption.
  2. Evaluate how intelligent automation, payer connectivity, configurable workflows, and human exception support can improve reverification capacity, particularly when payer portals, phone-based verification, and manual processes cannot scale with January volume.
  3. Develop a practical January readiness approach for PT and OT operations, including how to prioritize patients and payers, prepare for related prior authorization requirements, manage exceptions, and determine where integrations, batch workflows, or operational support may be needed.
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