For / dental-medical

Insurance verification automation for dental practices

Your front desk loses an hour per patient chasing eligibility on hold. We move that work to agents that read the clearinghouse and write back to your PMS.

Insurance verification automation is not a new PMS and not a new clearinghouse. It is a thin layer of agents that pull eligibility from claimconnect or eclaims, parse the response, and drop copay, deductible, and remaining benefits into the patient record before the appointment. You keep Dentrix or Open Dental. Nothing about your stack changes.

Front desk view of a dental practice patient record showing eligibility, copay, and deductible auto-populated before the visit

SHT 01Systems retained

The systems you keep

DentrixOpen DentalEaglesoftCurveClaimConnect, eClaims, or Change Healthcare for eligibilityThe eligibility spreadsheet your front desk pastes into every morning

We wire ai on top via legacy system modernization. Nothing about your stack changes.

SHT 02Scope of work

What we build

+Pre-visit eligibility agent that pulls 270 or 271 responses from your clearinghouse 48 hours before each appointment and writes the result into the patient note
+Copay and deductible surfacing flow that posts the patient cost-of-visit into your booking confirmation so nobody is surprised at the front desk
+Rejected claim handler that catches denials in real time, classifies the reason code, and drops the claim into a recovery queue your biller actually works
+Morning huddle digest in slack or email that lists every patient with missing or expired coverage so the front desk fixes it before the chair turns over
+Weekly report on verification coverage, denial rate, and dollars stuck in claim limbo
+Handoff doc and a loom walkthrough so your office manager owns it on day one

SHT 03Timeline

Scope and timeline

Band

Medium

Timeline

3-4 weeks

This is a medium build. Timeline 3-4 weeks. Fixed fee, scoped on a 30-minute discovery call. You own the code, the prompts, and the credentials. No lock-in.

SHT 05Questions

Faq

What tools do you keep

All of them. Dentrix, Eaglesoft, Open Dental, Curve, your clearinghouse, the eligibility spreadsheet your team pastes into every morning. We read from them and write tasks back. Nothing gets replaced.

How long does this take

First version live in week one. Full build in three to four weeks. That includes the eligibility agent, the copay surfacing flow, the rejected claim handler, and the weekly report.

What does it cost

Fixed fee. No per-verification charges, no per-seat pricing, no monthly retainer back to us. You own the code and the prompts when we hand it off.

Do we need to switch clearinghouses

No. If you are on claimconnect, eclaims, change healthcare, or anything that returns a 270 or 271, we wire to it. If your clearinghouse changes tomorrow, we re-point the connector and keep going.

What about HIPAA

Agents run on your infrastructure or a private vps you own. Patient data and 271 responses stay inside your stack. We sign a baa when one is required and we keep phi out of any third-party llm call.

What if the front desk does not adopt it

We build the morning digest into the channel they already check, slack or email. No new app to log into. The eligibility result lands in the patient note inside Dentrix or Open Dental, where they already look.

SHT 06Out of scope

When this is not worth automating

You already have a full-time verification specialist who owns the workflow and the denial queue. The math does not work and you should put the budget into expansion instead.
You are a cash-only practice with no clearinghouse integration. There is nothing to verify against.
You are mid-migration to a new PMS or clearinghouse. Wait for the dust to settle so we wire to a stable schema.
Your front desk has zero bandwidth to confirm a process for one week. Nothing autonomous works without a human on the other side of the handoff for the first sprint.

SHT 07Related

Related for dental-medical

See all problems we solve for dental-medical on the dental-medical pillar.