Insurance AI
Benefits gathered before the visit.
Gathers benefits before the visit so your team can review the estimate.
Try the demo
Reads a patient's benefits and estimates what insurance may pay before the visit.
Pick a sample insurance plan.
Pick the treatment the patient is planning.
Switch to a plan with missing details and watch the estimate stop.
What to look for
It never guesses. If a fact is missing, it says so instead of showing a number.
Sample workspace · fictional data. No live calendar, payer, messages, payments or chart are connected. Results stay in this browser tab and clear when you reset or leave.
- Eligibility
- Active
- Preventive / basic / major
- 100% / 80% / 50%
- Deductible left
- $50
- Annual max left
- $1200
- Cleanings used
- 1 of 2
- Source
- Sample payer portal · Mon 8:10am (sample)
Hypothetical estimate ready for staff review
Plan may pay
$120.00
Patient may owe
$80.00
Assumptions
- • Sample office fee of $200
- • Deductible applied before coverage
- • No other insurance or waiting period
Staff checklist
- • Staff confirm the patient, subscriber and visit date
- • Staff review every unknown item with the payer
- • Share the estimate as an estimate, not a promise of payment
Active coverage is not a promise of payment.
What it does
- Lists each benefit with where it came from
- Marks missing facts as unknown
- Estimates only when facts are complete
- Builds a staff checklist
How it works
- 1Confirms patient, subscriber, and visit date
- 2Gathers benefits, with where each fact came from
- 3Flags anything missing
- 4Your team reviews the estimate
Uses
- • Patient and subscriber details
- • Visit date and planned service
- • Payer benefit response
Produces
- • Benefit summary with sources
- • A hypothetical estimate, or the reason there isn't one
- • Items for staff to confirm
Practice setup
- • Agree which payer sources to use
- • Set your fee schedule
- • Decide who reviews estimates
Your team decides
Active coverage is not a promise of payment.
Questions about Insurance AI
Live use depends on a connection we assess and test for your practice systems.
How practice connections work- Is active coverage a payment guarantee?
- No. The payer decides after the claim. The estimate is for your team to review.
- What happens when a fact is missing?
- It shows as unknown. It is never counted as zero.
- Does this replace your insurance verification service?
- No. It supports it. See our Insurance Verification page for the service.
Works well with
- Claims & Revenue AIClaims from what was documented
- Collections AIPolite reminders on confirmed balances
- Treatment Coordinator AINext steps for approved care
Plan Insurance AI for your practice.
Talk to us