Dental revenue cycle management (RCM) software carries a procedure from the moment it is planned to the moment it is paid: it verifies the patient's benefits before the visit, gets predeterminations for the codes a payer will question, builds and submits the claim with the right attachments, tracks the clearinghouse acknowledgments and remittances, posts the payment and contractual write-off to the ledger, and appeals denials with a corrected claim. Intake.Dental runs that whole cycle as one system on its own clearinghouse connection, with each stage switchable between Off, Recommend, Simulate, and Auto.
Most tools cover one box below and hand you a portal for the rest. Here is what each stage actually does.
Each automation surface (eligibility, claim attachments, radiographs, recall, no-shows, treatment acceptance) has four settings, set per practice. Move a stage up the ladder when you trust it.
The stage does nothing. Your existing process stays exactly as it is.
It prepares the work (the risk score, the missing-attachment list, the appeal letter) and waits for someone to act on it.
A shadow run for the automation surfaces that support it: it decides what it would have done and logs it, so you can check the log against what your team did.
One login replaces the clearinghouse portal, the verification vendor, and the denial-management spreadsheet.
Claims Intelligence is $299.99/month as an add-on to any plan and covers pre-authorizations, submission, tracking, posting, appeals, and payer analytics. The Insurance Suite at $399.99/month bundles it with Insurance Verification ($199.99/month on its own), $100/month below buying both.
Practice Autopilot includes verification; the AI Dental Office plan includes the full Insurance Suite.
See all pricingFor the claims it handles, yes. Claims, predeterminations, status inquiries, and remittances all move on the platform's own clearinghouse connection, and the acknowledgments and remittances are matched back to each claim automatically. You do not need a separate clearinghouse login to find out where a claim is. If you keep submitting some claims from the PMS, leave submission Off for those and the tracking and posting stages still work on what comes back.
No. Claim submission and electronic pre-authorizations are Off by default for every practice, and turning either on requires the office to confirm that the PMS or previous clearinghouse has stopped sending, payers deny a claim they receive from two senders as a duplicate. Until then the pipeline still builds and scores claims and drafts narratives; it just does not transmit.
On the surfaces that support it (eligibility, claim attachments, radiographs, recall, no-shows, treatment acceptance) Simulate makes the decision and logs it without acting, so you can compare the log against what your team did before switching to Auto. Submission and appeals are explicit switches instead: the appeal can draft the letter only, or draft and transmit the corrected claim.
Pre-visit claim checks that live inside the PMS are a different product from a submission rail. We wrote up the difference honestly.
Intake.Dental vs Pearl RCMVerification runs automatically two days ahead of every appointment on the schedule and escalates until a payer actually answers.
A worklist of treatment plans that need a predetermination, ordered by when the patient is next in the chair, so nothing gets discovered the morning of the appointment.
The claim is assembled from what was actually completed in the PMS, checked against the payer's rules, and only then handed to the clearinghouse.
Nobody logs into the clearinghouse portal to find out where a claim is. The answers come to the claim.
Payment posting from the remittance itself, not from a re-typed EOB.
A denial is not a ticket in a spreadsheet. It is classified, answered from the chart, and resubmitted in the form the payer will accept.
Your own claims history, turned into rules and leverage.
It acts, and logs every action to the claim's timeline.
Claim submission and electronic pre-authorizations are separate on/off switches, Off by default, and turning either on requires the office to confirm the PMS has stopped sending, so nothing double-bills. Automated appeals can be limited to drafting the letter without transmitting.
From the chart. It reads the clinical notes, perio measurements, radiograph records, and history attached to the patient, drafts the narrative against the specific code or denial reason, and cites which chart entries it used. For pre-authorizations it also lists what the payer will still want that the chart does not contain, so the gap is visible before submission rather than after a denial. In Recommend mode a person reads it before it goes anywhere.
Paper EOBs are read and mined into the same posting flow as an electronic 835, so the ledger and the write-off are computed the same way. When a denial arrives without a payer claim number, a corrected claim cannot reference it, so the appeal letter is prepared for you to submit through the payer's portal instead.
The pipeline reads completed procedures, treatment plans, and insurance from the PMS and writes verified benefits, claim status, and postings back. Direct integrations cover the major cloud systems, and a certified bridge covers 60+ others. The integrations page lists them.
Verification, pre-authorization, submission, tracking, posting, appeal, and the analytics that feed back into the next claim, one pipeline that reads your PMS and writes back to it. Every stage runs at the level of autonomy you set.
Connect your PMS, leave transmission off for a week, and watch the pipeline verify, score, and draft on your own schedule before you turn the switches on.
