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.

UP TO
4.7%
OF REVENUE
LIFT
REACH
300
PAYOR PORTALS
> 1,000 payers in total
REDUCTION BY
99%
lN LOGIN TO PAYER PORTALS
UP TO
0%
STAFF RETRAINING-ROTATION
UP TO
9x
ROI. AVERAGE
400%
UP TO
95%
END-TO-END AUTOMATED
REACH
300
PAYOR PORTALS
> 1000 payers in total
UP TO
9x
ROI. AVERAGE
400%
UP TO
4.7%
OF REVENUE
LIFT
REDUCTION BY
99%
lN LOGIN TO PAYER PORTALS

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.

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

Ready to transform your dental practice?

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.