DentalRobot Post-Migration Solution

Insurance Reset & Baseline

Real-time insurance verification data reset during PMS migration. Rebuild from payers as the source of truth. Operate by SOP. Standardize and automate up to 95%.

No legacy contamination
Payer-verified data
Monday-morning ready
50%

Average pre-migration data inaccuracy

95%

Automation potential post-baseline

3 Days

Friday to Monday implementation

the problem

Why Insurance Data Must Be Reset (Not Migrated)

For years, dental insurance verification data has been created from a mix of unreliable sources.

Manual staff input
Verbal payer confirmations
Partial eligibility & full breakdown responses
Overrides, shortcuts, and local workarounds

Payer accuracy and human assumptions became commingled.

Over time, truth and guesswork merged inside the PMS, making it impossible to distinguish verified data from workarounds.

Duplicated and inconsistent group plans
Coverage tables that are partially filled or outdated
Benefits inferred instead of verified
No persistent evidence tied to records

On average, pre-migration PMS insurance data is ~50% inaccurate.

Cloud migration does not fix this. It exposes it.Insurance Reset & Baseline™ exists to prevent that contamination from carrying forward.

Our Approach

What PMS-DR Does

(At a High Level)

PMS migrates patient and clinical data

Core patient records and clinical history transfer seamlessly

PMS excludes insurance verification data entirely

Legacy assumptions and contaminated records are intentionally left behind

dentalrobot rebuilds insurance new baseline from payer sources directly

Fresh data pulled directly from verified payer information

dentalrobot standardizes plans, data and workflows across one or all DSO offices

Consistent group plans and verification processes organization-wide

DR enforces SOP-driven operations from day one

Systematic procedures built into the workflow, not just documented

This is not cleanup. This is a reset.
Implementation

How It Works
(Friday → Monday → +30 Days)

A complete insurance verification platform reset implemented over a single weekend, ready for operations Monday morning.
PMS Migration Cutover
Patient data migrates
Clinical data migrates
Insurance data is intentionally excluded

Legacy assumptions stop here.

DR Insurance New Baseline
Group Plans Baseline built directly from payer sources
Coverage tables populated from verified benefits
SOP-driven verification workflows configured
Automation deployed only after accuracy is established

This is where truth and process are re-separated.

New Baseline Goes Live
Standardized group plans across locations
Payer-verified coverage tables live in the PMS
Verification workflows operating per SOP
Exceptions visible, measurable, and auditable

No inherited garbage. No silent inaccuracies.

+30 days post PMS Migration
Ongoing SOP Automation
Achieve up to 95% of scheduled patients fully verified prior to appointment
Exception handling workflows optimized
Performance metrics and reporting active

Sustained accuracy through automation.

Architecture

The Three Layers of Insurance Reset & Baseline™

A systematic approach that separates reset, rebuild, and operation into distinct, verifiable phases.

Reset

Any PMS Legacy insurance data (group plans, coverage, et al) are not migrated. No overrides, no historical contamination.

Clean separation between past assumptions and future operations.

Rebuild

Group plans reconstructed directly from payer sources. Coverage tables standardized across providers and locations.

Centralized plan intelligence reused across the organization. This eliminates office-by-office insurance drift.

Operate

Insurance verification executed consistently by SOP. Evidence captured at the point of verification.

Ongoing accuracy validated and monitored. Insurance becomes operational infrastructure, not tribal knowledge.

Continuous Protection

Where TruthCheck Fits

TruthCheck continuously monitors and validates your insurance data integrity:

Audits insurance data against payer truth
Detects overrides, drift, and degradation
Produces defensible evidence for audits and reviews
View more about this

Ready to transform your dental practice?

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