Active status & plan type
Patient eligibility confirmed via payer portal or clearinghouse EDI 270/271; plan type (PPO, HMO, Indemnity) and network status verified.
The Engine assembles a documentation-complete benefit breakdown pack — every eligibility field, every plan limitation, every frequency rule, every waiting period, and the full annual-max/deductible picture — checked against payer portals, plan documents, and AI voice calls before a specialist releases it.
A dental practice's revenue cycle is only as strong as the verification behind it. Miss a frequency limit, overlook a waiting period, or fail to catch a downgrade clause — and the claim is denied, the patient gets an unexpected bill, and the practice writes off time and money.
Most practices run this by hand, from memory, between phone calls. The front desk juggles payer hold times, portal logins, and plan-document PDFs. That is exactly where completeness gaps hide.
The Engine exists to close that gap with a single, exhaustive standard applied identically to every patient.
We do not summarize the plan and hope. Every pack is scored against a versioned rule pack tied to the exact benefit structure of the patient's plan. These are the fields each pack is held to.
Patient eligibility confirmed via payer portal or clearinghouse EDI 270/271; plan type (PPO, HMO, Indemnity) and network status verified.
Annual maximum, amount used, remaining; deductible met or remaining; individual/family breakdown — all reconciled to the penny.
Frequencies for cleanings, X-rays, fluoride, SRP, etc.; last service date verified to prevent early-claim denials.
Downgrade rules (e.g., to amalgam), missing-tooth clauses, and alternative benefit provisions extracted from plan documents.
Waiting periods for major, minor, or orthodontic services; effective date and remaining wait time calculated.
Coordination-of-benefits rules, primary/secondary determination, and any dependent coverage details.
AI extracts and drafts. Deterministic rules — running as code, outside the model — decide what is complete. A human specialist signs every release. That order is never reversed.
Upload your schedule and payer list. We return a free completeness read: which fields and plans are already verified, and which are missing.
As your authorized clerical agent, we log into payer portals and clearinghouses to pull eligibility and benefit data via EDI 270/271 and web interfaces.
AI voice calls navigate payer IVR lines for fields portals don't expose; plan documents and EOBs are parsed for limitations, frequencies, and clauses.
All data is extracted into a standardized benefit breakdown schema: annual max, deductible, frequencies, downgrades, waiting periods, missing-tooth clauses, COB.
Every required field is checked against the schema; confidence scores below threshold trigger exception queue; any missing field blocks release.
A verification specialist reviews the exception queue and signs the release. High-value or complex plans route to senior review first.
You receive the pack: full benefit breakdown, evidence log, payer contact summary, and a 48-hour pre-appointment calendar reminder — ready for your PMS.
The deliverable is completeness itself — every benefit field accounted for or explicitly exception-coded. Nothing is left implicit.
The gates that decide completeness are code, not a model's opinion. A drafting error cannot slip past a required field.
We prepare documentation and run searches as your clerical agent. We never contact the patient, give treatment advice, or guarantee claim payment.
Simple, predictable, and aligned with a documentation standard — not a cut of any claim.
Start with a free Verification Audit. Send your schedule and payer list and we'll return a completeness read against every field of the benefit schema.
Documentation-completeness service · not legal advice · the practice submits every claim.