Automated insurance verification for dental practices
Your front desk shouldn't spend its day re-keying payer portals.
OpenAdapt learns your practice's own insurance-verification workflow from recordings of representative cases, then runs the approved paths on your front-desk computer — in the same payer sessions your staff open and supervise. When anything doesn't match, it halts and puts the case in a ready-to-finish queue instead of guessing.
We're onboarding a founding cohort of 10 practices. Founding practices work directly with the founders: we build your verification workflow with you, agree on the monthly service KPI in writing, and refund that month's fee if the signed KPI is missed.
$500/mo
Flat founding price for one practice location. Cancel monthly.
3 portals · 600 checks
Up to three approved payer portals and 600 eligibility checks each month.
Attended and local
Runs on your front-desk PC, inside portal sessions your staff open and supervise.
Monthly KPI refund
We sign a monthly service KPI at kickoff. If we miss it, that month is refunded.
The halt moment
It halts and asks. It never guesses.
OpenAdapt checks configured case-identity and page evidence before consequential steps. If the evidence does not match — a look-alike name, a changed portal layout, an unexpected popup — the run stops and sends the case to your front desk's ready-to-finish queue.
After a run, OpenAdapt confirms that the declared local result artifacts — such as the case PDF and results-log entry — were created for the scoped case. That verifies delivery, not the payer's underlying accuracy, and this founding service does not write benefits back into your practice-management system. Anything ambiguous stays a human question with the available run evidence attached.
Footage note: these clips are real, unstaged screen recordings of OpenAdapt recording and replaying a workflow in a live OpenEMR instance — the same engine that runs dental eligibility verification. Footage of a dental payer-portal verification, including a visible halt, is being captured with the founding cohort and will replace these clips.
Local-first by design
Designed so PHI stays on your machine.
In the local replay configuration this offer uses, the recording of your workflow, the compiled program, and every run all live and execute on your practice's own computer. Patient information is processed where it already is — behind your firewall, under your existing safeguards — and is not uploaded to OpenAdapt's cloud as part of a healthy run.
Your staff handles halted cases first from the local queue. If a case still needs help, OpenAdapt can assist the same business day only when your practice has consented, the payer portal has cleared our access review, and the required privacy terms — including a BAA when applicable — are in place. Assistance is supervised on your computer; patient data is not copied into our cloud. Your compliance officer or counsel makes the legal call for your practice. This describes the operating design, not legal advice.
How onboarding works
We build your first workflow with you.
- On a call, your team verifies representative cases for each proposed payer portal while OpenAdapt records the demonstrations on your machine.
- We compile that demonstration into a checked, repeatable program and agree on the verification KPI it has to hit.
- It runs supervised first — your front desk watches it work and uses the ready-to-finish queue when it halts — then it becomes part of the daily routine.
Founding-cohort onboarding is deliberately hands-on: you get working automation and a direct line to the people who built it, and we learn exactly what dental front desks need next.
Founding cohort: 10 practices. $500/mo. Full refund if the signed monthly KPI is missed.
Bring the payer portals you check most and a rough monthly verification count. The founding service covers one location, up to three approved portals, and up to 600 checks per month.
Book a 20-minute setup callFounding cohort — 10 practices
Book a 20-minute setup call
We'll look at your verification workflow together and tell you plainly whether it fits. Prefer email first? Send your details and we'll reply with how onboarding works — no account, no obligation.