Payer Connections and Integrations

Connect to payers through APIs, clearinghouses, and utilization management partners, then turn responses into structured updates your teams can use across eligibility, authorization, claims, denials, payment posting, and A/R.

OVERVIEW

Payer connectivity and orchestration for the full claim lifecycle

For revenue cycle teams, working with payers rarely follows a single channel or workflow. We act as a connectivity and orchestration layer, routing work across APIs, EDI, clearinghouses, portals, and specialist-assisted handling. Then we normalize outcomes and return them to your systems, keeping everything aligned and actionable.

Instead of relying on one method or targeting just one part of the process, we combine multi-channel connectivity, intelligent routing, fallback options, and outcome normalization. The result? Consistent answers and fewer surprises from start to finish.

Our approach supports the full claim lifecycle, so work keeps moving without your team bouncing between portals, calls, faxes, emails, and spreadsheets. What’s included:

Pre-service: Eligibility, benefits, prior authorization
Mid-cycle: claim submission support, claim status, rejections triage
Post-service: denials, appeals, remittance, payment posting, A/R follow-up

It all adds up to a consistent way to connect with payers, reduce manual work, and improve visibility from the first check to the final payment.

THE PROBLEM

Why manual payer follow up breaks at provider organizations scale

Most providers still rely on a mix of portals, phone calls, and fax based exchanges to move payer work forward. That approach is hard to scale and hard to govern because outcomes are inconsistent and tracking lives outside core systems.

What manual payer work creates:

  • Unreliable status visibility, the same account gets worked by multiple teams because there is no shared source of truth
  • Delays from call queues, call backs, limited payer hours, and payer specific steps
  • Documentation gaps, missing faxes, incomplete packets, and lost confirmations that drive rework and denials
  • Missed deadlines for follow up, resubmissions, and appeal windows because tracking is manual
  • Limited auditability because evidence is scattered across notes, inboxes, and files

We replace ad hoc payer chasing with routed execution, exception handling, and structured outcomes back into your systems.

Coverage

Connected across payers and delegated administrators

Many payers delegate key parts of the revenue cycle experience to third parties, especially for authorization, medical necessity, and guideline-driven workflows. That is why we support 2800+ payer connections alongside clearinghouses and utilization management partners, including benefit managers and third-party administrators.

This helps your teams follow the path the payer requires, even when it is routed through a delegated administrator. Examples include, varies by plan, workflow, and client configuration.

EviCore

Availity

AIM, Carelon

Optum

NIAMagellan

HealthHelp

APPROACH

A consultative path from discovery to execution

Payer connectivity works best when it is designed around your payer mix, workflows, and system constraints. Infinx starts with discovery, then recommends the right paths, then plans and executes in phases.

How we engage:

  • Discovery – align on workflows in scope, payer mix priorities, delegated administrator paths, and what done means
  • Recommendation – map each payer and workflow to the most reliable channel, define fallbacks, and confirm the data we will return
  • Plan – define integration patterns, security and access requirements, validation steps, and rollout sequencing
  • Execute – implement routing, automation, exception handling, and write back, then expand lane by lane

This keeps implementation practical, measurable, and aligned to how work is actually performed.

HOW WE CONNECT

Multi channel connectivity, built for real payer behavior

No single method covers every payer and workflow. We use a multi-channel approach so you get reliable coverage across your payer mix and do not lose throughput when a payer does not support the ideal path.

Connectivity methods we support:

API connections where available for the payer and workflow

Clearinghouse connectivity for broad access and standardized exchange

EDI transactions where supported for the workflow, for example eligibility 270 and 271, claim status 276 and 277, authorization 278, claims and remits 837 and 835

Payer and utilization management portals executed through automation and guided workflows

Secure file-based exchanges such as batch and SFTP

Specialist assisted handling when a payer requires calls, attachments, documentation nuance, or manual steps

You get practical coverage that matches how payer work actually happens, not just how it is supposed to happen.

ORCHESTRATION

Routing, fallbacks, and outcomes that keep work moving

Connecting is only step one. The bigger challenge is ensuring every request follows the right path, responses are interpreted consistently, and exceptions do not stall the queue.

Infinx - Solution - Intelligent Payer Mapping - How Do We Do It

How payer work is orchestrated:

  • Payer and workflow mapping to select the right channel and required fields
  • AI-assisted payer mapping and normalization to keep routing accurate across payer aliases and delegated administrator paths
  • Channel selection that is specific to the payer and workflow, with fallbacks when the primary path fails or returns incomplete data
  • Automated execution for repeatable tasks such as lookups, submissions, and status checks
  • Controlled retries and monitoring to surface portal failures, authentication issues, and data gaps quickly
  • Exception routing to specialists for unclear responses, missing data, or documentation needs
  • Standardized outcomes that translate payer replies into consistent statuses and next steps

This turns payer variability into a managed process, so teams spend less time chasing and more time resolving

MANAGED SERVICE

Connectivity that stays healthy over time

In provider environments, payer portals often change, credentials can expire, and workflows vary by plan. These moving parts can lead to disruptions and take time away from your team’s day-to-day responsibilities. We manage payer connectivity as part of Healthcare Revenue Cloud, helping to reduce that burden and keep things running smoothly.

As payer requirements evolve, this approach helps maintain consistent performance and minimizes the need for manual troubleshooting. Here’s what that includes:

Proactive Monitoring

Monitoring and alerting across connectivity channels to catch failures early

Ongoing Maintenance

Ongoing maintenance of routing logic, mappings, and workflow rules as payer requirements change

Data Security - Data Security approved - Infinx

Credential Handling

Credential and session handling support for portal based workflows, including

Operational Reporting

Reporting to show throughput, failures, and resolution patterns over time

AI-Assisted Mapping

Payer mapping and normalization identifies payer aliases and administrators, routing workflows through the best channel with traceable, human-reviewed exceptions

RETURNED DATA

Structured results back into the systems your teams use

Payer responses arrive as portal statuses, free text, attachments, and inconsistent labels. Infinx normalizes those outcomes into structured fields, then delivers updates back into your workflow so downstream teams can act without rework.

Typical updates delivered back to your workflow:

  • Standardized status and disposition fields for prioritization
  • Key payer and case data captured consistently per workflow requirements
  • Notes, timestamps, and documentation references for traceability
  • Action history to support audits and internal handoffs
  • Optional raw response retention where needed for troubleshooting or compliance workflows

When outcomes are structured, teams can route work faster, measure performance more accurately, and reduce preventable delays.

WHAT WE NEED FROM YOU

A few inputs to make payer connectivity work well in provider environments

To make implementation smooth and outcomes consistent, we align on a short set of operational and technical inputs up front, so we can map the right path by payer and workflow, validate write back, and avoid surprises during rollout.

Workflows in scope and what done means for each workflow

Payer mix priorities, plan types where relevant, and delegated administrator paths

Identifiers and routing details as applicable, for example NPI, TIN, payer IDs, receiver IDs

Clearinghouse relationships and configuration where applicable

Portal access and credentials, including how MFA is handled

Documentation rules and attachment requirements for prior authorization and appeals

Documentation rules and attachment requirements for prior authorization and appeals

This keeps rollout predictable and avoids surprises during validation.

END TO END WORKFLOWS

Payer connectivity that supports the full claim lifecycle

Different teams touch payer systems at different points, but they should not need different tools and processes to get answers. We support payer connectivity across pre service, mid cycle, and post service work, using the same routing and normalization approach.

Where this shows up across revenue cycle work:

  • Patient access, eligibility and benefits validation, prior authorization initiation and follow up, status tracking
  • Claims and rejections, claim status retrieval, rejection triage, follow up workflows based on payer disposition
  • Denials and appeals, portal and documentation workflows, submission tracking, consistent outcome capture for reporting
  • Payments and posting, remittance driven workflows, reconciliation support, exception handling for posting readiness
  • A/R follow up, scaled status retrieval and categorization, prioritization of accounts that need human judgment

This creates a continuous payer connectivity layer that supports performance from scheduling through final payment.

PROVIDER INTEGRATIONS

Fit your EMR, billing, and analytics ecosystem

You should not have to add another silo to gain payer connectivity. Infinx is designed to integrate with the systems you already run, and to return outcomes in formats that match your operational and IT requirements.

Common integration patterns:

API Integration

API based integrations for workflow updates and data exchange

HL7 and FHR

HL7 and FHIR where applicable for EMR, PMS, and downstream workflow updates

Locked Folder

SFTP Exchanges

Secure batch and SFTP exchanges for files, extracts, and bulk updates

Structured Exports

Structured exports for reporting, reconciliation, and downstream automation

IMPLEMENTATION

Start with one lane, then expand with confidence

Payer connectivity programs succeed when they start with discovery and clear workflow outcomes, then expand in phases across a representative payer set. We typically begins with a focused lane, then expands once routing, exception handling, and write back are stable.

A practical way to roll out:

  • Align on workflows in scope and what done means for each
  • Confirm payer mix priorities, channels, credentials, and documentation rules
  • Validate outputs, write back, and exception handling with the teams who rely on the data
  • Expand coverage by workflow, payer group, and site after stabilization

This approach reduces risk, speeds time to value, and avoids disruption to daily operations.

SECURITY

Designed for PHI, governance, and auditability

Payer connectivity touches PHI and affects cash, compliance, and patient experience. Infinx supports strong controls and traceability so organizations can deploy confidently across teams, locations, and specialties.

Operational security and governance support includes:

  • Role based access aligned to job function
  • Audit logs and action traceability across payer touches
  • Encryption in transit and at rest
  • Monitoring to surface failures and exceptions quickly

This helps IT, compliance, and revenue cycle leaders align on a scalable, accountable model.

Faq

Payer connectivity questions, answered

Payer connectivity gets complicated fast once you factor in delegated administrators, portal variance, and workflow specific requirements. These FAQs cover how we connect, how we keep connectivity healthy over time, and how outcomes flow back into your systems across the full claim lifecycle.

We support 2800+ payer connections through direct and utilization mannagement partners, including benefit managers and third party and administrators, spanning eligibility, authorizations, claims, denials, posting, and A/R, with coverage varying by workflow and plan configuration.

We connect to payers and to third parties that manage authorization and medical necessity workflows on the payer’s behalf, then route the response back to your systems as structured outcomes.

Clearinghouses provide standardized exchange and broad reach. Portals are often required for workflows or payers that do not support a transaction electronically, or require attachments, notes, or payer specific steps.

Yes. The same connectivity approach supports eligibility and authorization, plus claim status, denials, appeals, remittance driven workflows, and A/R follow up.

We map the payer and the workflow, then route each request to the most reliable channel available, based on data completeness, turnaround time, and payer requirements. Where possible, we also maintain fallbacks so work continues when the primary channel is unavailable or incomplete.

The work routes through exception handling so a specialist can resolve missing data, documentation needs, or payer specific nuance without stalling the queue.

Yes. We can deliver normalized statuses and key fields through the integration pattern that fits your environment, including API, HL7, FHIR, batch, or SFTP.

Yes. Workflows can include document collection, submission steps, and status tracking through completion, based on payer requirements.

By automating routine status retrieval and categorizing outcomes, then prioritizing accounts that require action and judgment, teams reduce low value touches and focus on resolution.

We maintain routing and workflow logic so changes do not break daily operations, and exceptions are surfaced quickly when a payer process changes.

Yes. Connectivity and routing can be aligned to location, payer, plan type, and specialty workflows, while maintaining standardized reporting.

Most teams start with discovery, then validate outputs and write back for a representative payer subset, then expand by payer group, workflow, and site once performance is stable.

See how we connect to your payer mix

If payer work is slowing down authorizations, claim velocity, denial resolution, posting, or A/R performance, we will start with a short discovery to understand your payer mix, delegated administrators, workflows, and target systems. From there, we will recommend the right connectivity paths by payer and workflow, then propose a rollout plan and execute with validation and expansion by lane.