Dental front desk: eligibility checks without the re-keying

1. Your staff open the payer portal and sign in, including any sign-in codes.
2. OpenAdapt looks up the patient by member ID and date of birth.
3. It reads coverage and benefits, or a claim's status.
4. It carries the answer into your practice system or worksheet, after a person approves the save.
5. If the member doesn't match, or the portal shows something it never saw, it stops and leaves the case for a person.

For comparison, a provider-side eligibility check in the US takes about 8 minutes by portal and 16 by phone, by the 2024 CAQH Index (medical practices, not dental).

On openIMIS, an open-source insurance system, with synthetic members: 3 of 3 active policies confirmed and 3 of 3 expired policies stopped, with no active policy stopped by mistake. On an expired policy the enquiry screen still shows a thumbs-up next to the service, which is easy to misread as covered; the read of the record said ineligible, so it stopped.

We qualify each workflow on your own portal and practice system before it's used. The dental eligibility process.

On a computer at your practice, inside portal sessions your staff open. Portal passwords stay on that computer and aren't written into the recording. Security.