Case prioritization by expected recoverable dollars
Every open case is ranked by treatment value × historical acceptance elasticity by procedure type × insurance-benefit-year timing × days since presented — never by days-since-last-visit alone.
The most rigorous unscheduled-treatment recovery desk a dental practice can hire.
CaseClose assembles a done-for-you revenue recovery desk — every open case prioritized by expected recoverable dollars, every outreach attempt documented, every collected appointment reconciled — checked against industry benchmarks and practice-specific data before a specialist releases the monthly recovery report.
Industry benchmarks: 50-60% national case-acceptance averageEvery open case prioritized by expected recoverable dollarsDental practice management system data exportSpecialist release on every monthly recovery report5-business-day SLA from data intake to first outreach
Why revenue leaks
A single unscheduled case can cost thousands — and most practices leave half their treatment on the table.
The average U.S. dental practice accepts only 50-60% of the treatment it diagnoses and presents. For a solo practice presenting $1,000,000 in annual treatment, that means $500,000 in scheduled, collected revenue — and $500,000 sitting in the schedule as unscheduled treatment.
Closing that gap from 50% to 80% is worth roughly $300,000 a year to a single-location practice, with no increase in patient volume, marketing spend, or chair capacity required. Yet most practices rely on overworked front-desk staff to call whoever is overdue, with no prioritization method beyond days-since-last-visit.
CaseClose exists to close that gap with a single, exhaustive standard applied identically to every practice.
$300K/yr
recoverable revenue for a solo practice closing the acceptance gap from 50% to 80%
The benchmark
Measured against industry benchmarks and practice-specific data — case by case.
We do not guess which cases to work. Every practice's unscheduled treatment report is scored against a versioned rule pack tied to national case-acceptance benchmarks, procedure-type elasticity, insurance benefit timing, and days since presentation. These are the provisions each recovery desk is held to.
Complete unscheduled treatment inventory
All open cases from the practice management system are extracted, deduplicated, and verified against the practice's own records before any outreach begins.
Every outreach attempt documented
Phone calls, SMS, and emails are logged with timestamps, outcomes, and patient preferences — all under the practice's own name, never as CaseClose.
Clinical questions routed to licensed staff
Any patient question about treatment, diagnosis, or clinical appropriateness is immediately routed to the practice's own licensed team — never answered by CaseClose.
Collected appointment verification
Every scheduled, kept, and collected appointment is reconciled against the practice's billing system before the monthly recovery report is released.
Flat fee per collected dollar
CaseClose charges a flat fee of 12-18% of collected revenue from recovered cases — no fee unless treatment is scheduled, completed, and paid.
How a recovery desk is built
Data intake to specialist release, with deterministic gates the AI cannot overrule.
AI extracts and prioritizes. Deterministic rules — running as code, outside the model — decide which cases are ready for outreach. A human specialist signs every monthly release. That order is never reversed.
01
Revenue Gap Scan
Upload your unscheduled treatment report from your practice management system. We return a free completeness read: which cases are highest priority, which patients are most likely to schedule, and what your estimated recoverable revenue is.
02
Data ingestion & prioritization
As your authorized clerical agent, we ingest the report, deduplicate patients, and run the prioritization engine — ranking every open case by expected recoverable dollars.
03
Grounded outreach scripting
Outreach scripts are drafted from your practice's approved messaging and the patient's specific case details — no legal opinions, no invented facts.
04
Deterministic outreach gates
Patient contact preferences are respected; clinical questions are routed; do-not-contact lists are checked; HIPAA compliance is verified. Any failure blocks outreach.
05
Specialist release
A recovery specialist reviews the outreach queue and signs the monthly release. High-value cases (over $5,000) route to a senior specialist review first.
06
Delivery
You receive the monthly recovery report: cases contacted, appointments scheduled, appointments kept, dollars collected, and the reconciliation against your billing system — ready for your practice to review.
The bar we hold
Rigor you can measure.
100%
Specialist-released
No monthly report ships without a human signature.
5 days
Standard SLA
From complete data intake to first outreach.
<1%
Critical-defect target
Tracked against a gold-standard recovery library.
3
Outreach channels
Phone · SMS · email, every applicable case.
Why CaseClose
Built to be the most thorough option a dental practice has.
Documentation-complete, by design
The deliverable is completeness itself — every case prioritized, every outreach documented, every dollar reconciled. Nothing is left implicit.
Deterministic, not vibes
The gates that decide prioritization are code, not a model's opinion. A prioritization error cannot slip past a revenue benchmark.
In its lane, on purpose
We prepare outreach and run prioritization as your clerical agent. We never give clinical advice, diagnose, or treat patients.
Engagement
Flat fee per collected dollar. No contingency, ever.
Simple, predictable, and aligned with a recovery standard — not a cut of any uncollected amount.
- A free Revenue Gap Scan before you commit — see exactly how much is recoverable.
- One flat fee per collected dollar (12-18% of recovered revenue); disclosed pass-through data extraction fees.
- Optional fixed-fee senior specialist review for high-value cases (over $5,000).
- Optional Monthly Reconciliation Add-on for detailed billing system cross-checks.
FAQ
Questions, answered precisely.
Is CaseClose a dental practice or a billing company?
No. CaseClose, a service of Your Deputy, Obuke LLC, provides documentation-completeness and revenue recovery services. It is not a dental practice, does not provide clinical advice, and does not represent you in any legal matter. Senior specialist review is available and recommended for high-value cases.
Do you contact patients under your own name?
Never. CaseClose contacts patients under the practice's own name, as an authorized clerical agent. The practice remains the treating provider and the party responsible for all clinical decisions.
What makes a recovery desk 'complete'?
Completeness is defined by the benchmarks: every open case prioritized by expected recoverable dollars, every outreach attempt documented, every collected appointment reconciled, and HIPAA compliance verified. Deterministic gates enforce each one before release.
How fast is it?
The standard SLA is five business days from complete data intake to first outreach. The free Revenue Gap Scan is returned much sooner and tells you exactly how much is recoverable.
How are you priced?
A flat fee per collected dollar (12-18% of recovered revenue), plus disclosed pass-through data extraction costs. No contingency and no percentage of any uncollected amount.
See how much revenue you're leaving on the table.
Start with a free Revenue Gap Scan. Send your unscheduled treatment report and we'll return a completeness read against industry benchmarks and practice-specific data.
Documentation-completeness service · not clinical advice · the practice remains the treating provider.