Exception Management for DSOs
Turn insurance exceptions into resolved calls before the patient walks in.
When insurance returns Inactive, Not Found, Termed, or Medical-Dental Mismatch, our AI follows a designed workflow, calls the patient automatically, and connects the call to the office the moment the patient answers.
the problem
Exception queues drain staff time and create avoidable day-of-visit surprises.
Inactive coverage creates avoidable same-day friction.
Patient not found errors force teams into manual follow-up.
Inactive coverage creates avoidable same-day friction.
Inactive coverage creates avoidable same-day friction.
What changes
Your team stops chasing every exception manually.
Instead of relying on staff to repeatedly call patients for eligibility issues, the platform activates outreach automatically and only brings your team in when a real patient is on the line.
core value
More verified patients.
Fewer unresolved exceptions.
How it works
Built for real DSO workflows, not generic outreach.
Detect exceptions automatically
The platform identifies patients flagged as Inactive, Not Found, Termed, or Medical-Dental Mismatch before the appointment date.
Trigger your designed workflow
Your team defines the workflow. Our AI then launches outreach automatically based on the exception type, timing, and office rules.
AI calls the patient
The patient receives an automated call designed to confirm updated insurance information before the appointment is at risk.
Instant handoff to the office
Once the patient answers, the call is connected directly to the office or call center so your team can resolve the issue live.
outcomes
Resolve exceptions earlier and protect appointment readiness.
This is some text inside of a div block.The result is a cleaner schedule, stronger verification coverage, and a better patient experience without forcing your front desk to become a call center.
Reduce exception rates by up to 80%
Verify more patients before appointment day
Decrease manual outbound calling by staff
Improve schedule confidence and front-desk readiness
Protect production and collections from eligibility surprises
Create a smoother patient experience

AI-Powered FAQs

What is the main difference between dentalrobot’s Dental Insurance Verification Automation and everyone else?

Our approach is unique. For DSOs, we provide four plans with over 60 features. You can start with the Lite Plan, which is the same as those offered by our competitors, and at any time upgrade to higher-value plans. The Lite Plan starts at $150/month.

Do you provide Full Breakdowns Data for new patients?

Yes, we provide the exact data for Full Breakdown available on the carriers' portals, API/EDI & via voice calls. We do exactly as you currently do to obtain the highest data quality possible. We even provide the printout and upload it to your Practice Management System.

Do you integrate with my Dental Practice Management Software?

Indeed, we stand as the sole platform with the ability to comprehensively read and write back to any brand or version of Dental Practice Management Software, whether installed on servers or hosted in the cloud.

What about the other Automations?

After implementing our Insurace Verification AI, the next ones are Payment Posting and Front Desk, Call Center AI.

What is Cognitive Automation?

Within our Custom and Professional Plans, we've crafted the most exhaustive platform for Dental Insurance Verification Automation, brimming with advanced AI features that render it exceptionally intelligent. If you can train a staff member, you can train our AI.

How should I get started?

Simple. Start with the Lite Plan. As you get to know the platform, you will want to upgrade in the future. It’s up to you.

Do you provide Eligibility Data?

Yes, we provide the exact data for Eligibility available on the carriers' portals, API/EDI & via voice calls. We even provide the printout and upload it to your Practice Management System.

Do you have any long-term contracts?

No. All our contracts are month-to-month. We provide 60-day termination. Our aim is for you to experience the pinnacle of intelligence in dental automation. This decision could be your most strategic one yet.

Do you provide Customized Services?

Certainly, as every DSO is unique and different we offer customization for numerous features. Among the most requested is our platform's capability to tailor to your specific Dental Insurance Verification Form and write-back workflows. We can achieve unprecedented levels of 100% Customization.

How fast can this be installed?

Installation under the Lite Plan typically requires 1-2 business days. For the Custom Plan, installation timelines can range from 1 week to 12, contingent upon the extent of customization required.

Ready to transform your dental practice?

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