AI insurance verifier for dental practices · James AI
Rare

For dental practices

Insurance verifier

Verifies each patient's dental benefits before the visit and notes what's left for the year in Dentrix.

Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.

  • Dentrix
  • Any website
  • NexHealth
Join early access

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

  1. StartsEvery weekday at 7:00
  2. 1List patients booked in the next 3 daysDentrix
  3. 2Run an eligibility check on each planDentrix
  4. 3Read annual max left and frequencies on payer sitesAny website
  5. 4Note it all in each patient's insurance fileDentrix
  6. 5Ask you first before messaging patients about coverageHe asks you first
  7. 6Ask those with an ended plan for their new cardNexHealth
  8. 7Text you who still needs a card before their visit
  9. What you getBenefits checked 3 days ahead, annual max and frequencies noted in Dentrix, and new cards asked for in time.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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