The front desk stopped calling insurance companies
Two coordinators re-verified every patient's benefits by hand. We learned the job nobody enjoys, then made it disappear.
Before every visit, two coordinators re-verified each patient's benefits by hand. The insurance portal returned coverage and deductibles but never the things that actually matter, frequency limits and patient history, so the team fell back to phone calls and stale spreadsheets. Claims came back denied on avoidable technicalities, and money aged in accounts receivable.
We embedded for six weeks, sat next to the coordinators, and learned their exact workflow. We built a verification service that pulls eligibility electronically, then uses AI to fill the gaps the insurer leaves out (per-procedure frequency, last cleaning, last x-rays) into one clean benefits breakdown written straight into Open Dental. We added a pre-submission scrub that flags a claim against the plan's rules before it is ever sent.
A six-week build, embedded on-site two days a week, then a light monthly retainer to expand payer coverage as the practice grew.
Verification time per patient dropped from fifteen minutes to under two. First-pass denials fell sharply. The two coordinators moved off the phones and onto patient experience, with no new hires. We did not sell software. We learned a job nobody enjoys, then made it disappear.
