Automated insurance claim tracking, denial alerts, and patient balance monitoring — built for US dental practices.
Purpose-built for US dental practices — works with any PMS that exports CSV.
Follows each claim through submitted → pending → in_progress → paid / denied → appeal. Configurable thresholds per status.
Identifies denied claims with reason codes. Sends alerts within 7 days — well within the typical 30-day appeal window.
Auto-generated text, HTML, or JSON reports. See paid, denied, pending counts, financial totals, and action items at a glance.
Template-based HTML emails for claim follow-ups, denials, and patient balance reminders. SMTP delivery ready.
Tracks outstanding patient balances with collection priority levels (normal → medium → high → critical).
Use from the terminal for quick checks, or integrate directly into your practice management workflow via the Python API.
Export your billing data from any dental PMS. We auto-detect columns.
One CLI command ingests, processes, and analyzes all claims.
Denied claims flagged, overdue follow-ups escalated, balances prioritized.
Email notifications sent. Weekly reports delivered. Revenue recovered.
No hidden fees. Cancel anytime.
Any system that exports billing data to CSV. We auto-detect column names from Dentrix, Eaglesoft, Open Dental, Curve, Patterson, and more.
Yes. The agent runs on your infrastructure. No PHI is sent to third-party servers. Emails are routed to practice-managed accounts. We recommend a BAA with your email provider.
Basic terminal familiarity helps. The CLI has four commands (ingest, process, summary, run). We provide sample data and documentation to get started in under 5 minutes.
Absolutely. Set up a cron job (Linux/Mac) or Task Scheduler (Windows) to run daily or weekly. We provide examples in the documentation.
Our Enterprise plan includes API access and custom integrations. Contact us for details.
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