For dental practices
A coverage check sheet built from your schedule. For each patient it shows what the electronic check already answered, and only the questions that are still open for the procedures they are booked for.
One-time build · $3,900
78%
of dental patients say they want to know what their insurance covers before treatment.
The automatic insurance check confirms the plan and percentages. It usually does not say whether there is a waiting period or a missing-tooth clause, so someone still calls.
Company blogStedi, an insurance data company
Details such as downgrades and age limits have nowhere to go in the practice software, so they end up on paper or in someone's head.
User reviewAn Eaglesoft user review on Capterra
Staff work through a long form for every patient, even when most answers do not matter for what that patient is booked for.
Trade pressDentaltown's insurance breakdown form
With each patient's insurance and booked procedures, and the electronic check already run.
For a crown, the sheet asks about the replacement rule and build-ups. For a cleaning, about frequency. Answered items are already filled in.
Answers are saved by employer plan, so the next patient on the same plan needs no call at all.
Price
$3,900
One time, for the finished tool. About 55–100 hours of work at the same $50 an hour as the cost calculators on this site.
Talk about your practiceA record of what a patient's plan covers: deductible, yearly maximum, percentages, how often procedures are covered, waiting periods and clauses such as missing-tooth or replacement rules.
Not always. It makes the calls shorter and less frequent, because staff ask only the open questions and reuse answers for the same plan.
Yes. That check fetches what the insurer sends electronically. This sheet shows what is still missing for the procedures each patient is booked for.
Open Dental directly. With Dentrix and Eaglesoft it works from a daily schedule export, and answers are entered in the sheet.
More for dental practices: Insurance payment matching, Claim pre-check, Unpaid claims follow-up, Insurance plan decision. Everything for dental practices
A 30-minute call gets you a rough timeline and cost — no obligation, no sales deck.