The problem
Front-desk teams juggle coverage checks, pre-determinations, unpaid claims and recall lists — often across several systems. Revenue slips when unscheduled treatment isn’t followed up.
What we build
- Checks coverage and pre-determinations
- Drafts follow-ups for unpaid claims
- Flags unscheduled treatment plans for recall
- Daily production and collections dashboard
Estimated impact
~10 → ~3 hrs/week
Target for front-desk insurance follow-up — a planning estimate we confirm with your own data.
People stay in charge
Your team approves anything sent to patients or insurers. We assess your systems and privacy requirements before any build.
How we get you there
- Streamline the process before adding technology.
- Capture the right data in one trusted place.
- Simplify the tools so they share the same data.
- Automate with AI, with your approval on decisions that matter.
- Run self-sufficient — with a system you can run and improve.
Questions
Does it work with our practice software?
We assess your current systems first and connect where they allow it. Where they don’t, we start with exports and reports.
Will patients talk to a bot?
Only if you want them to. Most clinics start with back-office work your staff review before anything goes out.
Want your team to run it confidently? See AI fluency training or browse all use cases.