Auto Insurance Verification — Intake.Dental
3-Tier Automated Verification

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.

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3,400+
Payers connected
2 AM
Nightly auto-run
3 tiers
Fallback chain
0 calls
For your front desk

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.

Tier 1 · Primary

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.

⏱ ~3 seconds · 3,400+ payers
Tier 2 · Auto Fallback
📞

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.

⏱ 3–8 min · AI phone call
Tier 3 · Human-in-the-Loop
🧠

AI Troubleshoot Assistant

When both automated paths fail, staff can 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.

💬 Interactive AI · MCP tools

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.

1
2:00 AM Cron triggers

Pull Tomorrow's Schedule

Fetches all appointments for the next business day from your PMS via Sikka. Filters to patients with insurance on file. Skips anyone already verified in the last 7 days.

2
2:01 AM Electronic check

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.

3
auto Fallback for failures

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.

4
2:15 AM Results written

PMS Writeback via Sikka

Results — active/inactive, annual max remaining, deductible status, copay — written to appointment notes and patient alerts. Front desk sees everything when they walk in.

5
on-intake New patients too

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.

📋

Tomorrow's Verifications

Wednesday, Feb 19 · 12 patients
Maria Santos
8:00 AM · D1110, D0120, D0274
✓ VERIFIED
$1,120
Remaining
100%
Preventive
✓ Met
Deductible
James Park
9:30 AM · D2740
📞 VOICE AI
$820
Remaining
50%
Major
✓ Met
Deductible
Lisa Chen
10:00 AM · D0150
✓ VERIFIED
$1,500
Remaining
100%
Preventive
$50 left
Deductible
Robert Kim
11:00 AM · D3330
⏳ PENDING

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 via the Sikka-native insurance endpoints. 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.

Starter

Free

$0/mo
30 verifications / month
  • 3-tier fallback chain
  • Manual on-demand verification
  • PMS writeback via Sikka
  • Coverage & benefit details
  • Verification dashboard
High Volume

Enterprise

Custom
10,000 verifications / month
  • 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

© 2026 Intake.Dental · HIPAA Compliant · All patient data encrypted

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