Insurance verified
before they walk in
A three-layer fallback chain — electronic eligibility, AI voice agent, and AI troubleshooter — runs every night so your front desk never calls an insurance company again.
Three ways to verify.
Zero excuses for failure.
If the electronic check fails, an AI voice agent calls the insurance company. If that fails, an AI troubleshooter helps your staff debug it in real time.
Electronic Eligibility (270/271)
Real-time HIPAA 270 eligibility request sent to the payer electronically. Results in seconds. Smart retry logic tries alternate name formats, strips member ID suffixes, and searches for the correct payer code.
Voice AI Agent
When electronic fails, an AI voice agent calls the insurance company, navigates the IVR, speaks to a rep, and retrieves eligibility details — completely automatically. No human intervention needed.
AI Troubleshoot Assistant
When both automated paths fail, staff chat with an AI assistant that has direct access to payer lookup tools. It searches payers, retries with modified parameters, and diagnoses the root cause.
While you sleep,
every patient gets verified.
At 2 AM every night, the system pulls tomorrow's schedule and runs the full fallback chain for every patient with insurance on file.
Pull Tomorrow's Schedule
Fetches all appointments for the next business day from your PMS. Filters to patients with insurance on file. Skips anyone already verified in the last 7 days.
Electronic 270/271 Request
Sends HIPAA 270 eligibility inquiry to each payer. Smart retry with alternate name formats, ID variations, and payer code search. Most patients verified here in seconds.
Voice AI Agent Calls
Patients that failed electronic verification are queued for AI phone calls. The voice agent calls the insurance company, navigates the menu, and gets the info verbally. No human needed.
PMS Writeback
Results — active/inactive, annual max remaining, deductible status, copay — written to appointment notes and patient alerts. Front desk sees everything when they walk in.
Auto-Verify on Form Submission
When a new patient submits intake forms with insurance info, the same 3-tier chain fires immediately. Verified before they even arrive for their first visit.
Walk in to a verified schedule
Your front desk sees verification status, coverage details, and alerts for every patient — before the first appointment of the day.
Tomorrow's Verifications
Wednesday, Feb 19 · 12 patientsFrom verification to payment —
fully automated.
Once a patient is verified and treated, the same system handles claim submission, real-time status tracking, AI denial repair, and EOB auto-posting back to your ledger.
Claim Submission (837D)
Electronic claims submitted automatically after visit completion via 837D EDI. Correct procedure codes, tooth numbers, surfaces, narratives, and X-ray attachments when required by payer — no manual data entry.
Status Tracking (277CA)
Real-time claim status via 277CA transaction. Know immediately when a claim is received, pended, or has additional information requests — before it becomes a denial.
AI Denial Repair
When a claim is denied, AI automatically reads the denial reason code, corrects the issue, and resubmits. Tracks denial patterns to prevent future rejections from the same payer.
837D Electronic Claims
Tooth numbers, surfaces, procedure codes, narratives, and X-ray attachments. Everything a payer needs, submitted automatically after checkout.
277CA Real-Time Status
Live claim status from the payer. Received, pended, or additional info requested — you know immediately, not after a week of silence.
AI Denial Repair
AI reads the denial reason code, fixes the issue, and resubmits automatically. Learns from denial patterns to prevent future rejections.
EOB Auto-Posting
Payments auto-posted to the patient ledger the moment an EOB arrives. No manual reconciliation at the end of the day.
X-Ray Attachments
Payer-required X-ray attachments automatically bundled with claims for procedures like D3330, D2740, and implant codes.
Claims Analytics
Track acceptance rates, denial reasons by payer, average days to payment, and resubmission success. Know which payers are the most friction.
Every detail considered
Smart Deduplication
Skips patients already verified in the last 7 days. No wasted API calls, no duplicate charges. Configurable verification window per practice.
200/Night Safety Cap
Built-in rate limiting prevents runaway costs. Maximum 200 verifications per practice per night with overage alerts and automatic pausing.
Frequency Alerts
Flags when prophy, BWX, pano, or exam frequency limits are approaching. Your front desk knows before treatment — not after the denial.
Usage Analytics
Monthly breakdown of auto vs. manual verifications, overage tracking, and 12-month usage history. Full transparency on costs.
On-Demand Manual
Staff can trigger single-patient verification anytime from the dashboard. Same 3-tier chain, same results — just on demand instead of overnight.
Batch Verification
Verify multiple patients at once, it's perfect for schedule changes or last-minute additions.
Start free. Scale when ready.
Every plan includes the full 3-tier fallback chain. Upgrade for higher volume and nightly automation.
Manual Verification
- ✓3-tier fallback chain
- ✓Manual on-demand verification
- ✓PMS writeback
- ✓Coverage & benefit details
- ✓Verification dashboard
Automation
- ✓Everything in Free
- ✓Nightly auto-verification
- ✓Schedule-based triggers
- ✓Voice AI fallback calls
- ✓AI Troubleshoot (MCP)
- ✓On-intake auto-verify
- ✓Frequency limit alerts
Enterprise
- ✓Everything in Automation
- ✓10,000 monthly verifications
- ✓Multi-location support
- ✓Priority API access
- ✓Dedicated support
- ✓Custom safety caps
Overage rate: $0.50 per verification past your plan limit · No contracts · Cancel anytime
Stop calling insurance companies
Start with 30 free verifications. Upgrade to nightly automation when you're ready.
Start Free Trial →14-day free trial · No credit card required
More Than Just Forms
Explore our full suite of tools built to modernize your dental practice
