Insurance verification, done thoroughly and on time. Built for the realities of US healthcare practice — across dental, chiropractic, physical therapy, and mental health.
Active status, coverage dates, plan type, and group information confirmed before every appointment.
Coverage percentages, deductibles, annual maximums, copays, and out-of-pocket details.
Service-specific limits, waiting periods, and timing rules — when patients are eligible and when they aren't.
Pre-auth requirements identified and flagged. Submission support available for complex cases.
Primary and secondary insurance identification using Birthday Rule and standard COB protocols.
Coverage status for the specific CPT/CDT codes scheduled. No surprises mid-treatment.
Built first for small and medium dental practices. Deep familiarity with CDT codes, frequency rules, missing tooth clauses, ortho coverage, and major-procedure pre-authorizations.
Specialized verification for chiropractic practices — including medical necessity documentation, maintenance care rules, and visit limit tracking.
PT-specific verification: visit caps, therapy unit limits, ABN requirements, plan-of-care recertification timing, and Medicare therapy thresholds.
Verification for behavioral health practices — including parity rules, telehealth coverage, EAP integration, and session limit tracking.
We start with a 7-day no-cost trial. You provide read-only PMS access, a Business Associate Agreement is signed, and we run alongside your team to prove fit.
Each day, we pull your next-day appointment schedule, verify every patient through carrier portals or phone, and document complete coverage details.
Reports arrive in your inbox or PMS before your morning huddle. Each is flagged green (clear), yellow (needs attention), or red (requires action).
10% of reports randomly audited by our quality team. We track accuracy weekly, surface trends monthly, and review with you quarterly.
Best for practices with variable patient volume
Best value for practices with steady volume
For multi-location practices and DSOs
7-day no-cost trial available for all plans. Cancel anytime with 30-day notice.
Book a 15-minute conversation. We'll walk through your current verification process and show you a sample report.
Book a Demo