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Healthcare professional interacting with Insurance Verification interface, data flowing to CARESTACK cloud

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Kaylie's platform is where dental teams capture insurance data, surface policy details, and turn every RCM interaction into organization-wide intelligence. Now, an RCM team of 3 feels like 30.

Automate Insurance Verification

Free your team to do what humans do best

Kaylie for Group Practices

Your Team Wants to Greet Patients with 'Hello'—Not 'Hold On'

Problem Time Sink illustration

Automate Insurance Verification

Kaylie automatically syncs your practice schedule, runs verification in advance of appointments, and flags any issues with practice data to keep everything accurate and up-to-date.

  • Sync Practice Schedule
  • Auto-run Verification in advance
  • Flag issues with practice data

Multiple Data Sources

Kaylie pulls from multiple data sources to provide comprehensive insurance verification, ensuring you have the most complete and accurate information available.

  • EDI Clearinghouses
  • Web Portals
  • Plan Libraries

Write Data Back to Practice Software

Kaylie automatically writes verified insurance data back into your practice management system, keeping everything in sync and eliminating manual data entry.

  • Procedure code breakdowns
  • Remainings and maximums
  • Frequencies
  • And much more

Fix The 1-Star Review Problem

"The doctor was great, but..."

Problem Fee Mystery illustration

The Problem

Patient is out of network and needs a crown. Insurance says "50% covered." You estimate $900.

Reality: Maximum Allowable Charge is $1,000 → Insurance pays $500 → Patient owes $1,300

1-star review: "They said $900. I got billed $1,300. LIARS."

Your Two Bad Choices

Balance bill → Bad review, lost patient

Write off $400 → Lost revenue, happens again

Break-Fix Cycle

Hidden rules cause wrong estimates — missing tooth clauses, downgrade policies, frequency limits

You discover the issue after working through the claim process, but the knowledge isn't retained

Next time you see that plan, the process breaks again — same mistake, same surprise bill

Messy Desk illustration

Kaylie's Solution - Auto Build Coverage Tables

  • Every EOB reveals Maximum Allowable Charges
  • Kaylie captures MAC for every procedure code
  • Builds searchable database
  • Next time you see that plan: you KNOW the Maximum Allowable Charge
  • Kaylie shows you insurance payor guidelines from the handbooks and documents that were gathered
Look up procedure codesAccurate estimatesPayor guidelines
EOB to MAC - Auto build coverage table showing transformation from messy insurance documents to structured data

Details are Everything

The Complicated Rules That Cause Denials

Frequency Limitations
Shared Frequency Codes
Age Restrictions
Treatment History
Payments on Crown Seat or Prep
Missing Tooth Clause
Coordination of Benefits
Fee Schedules
Waiting Periods
Alternate Benefits
Downgrade Policies
Out-of-Network Maximum Allowable Charges
+ More!
Details Are Everything

Kaylie Tracks It All

Kaylie finds and captures everything available electronically—every policy provision, every rule, every exception.

Automated tracking

Simple, transparent pricing

Available Now

Automate Insurance Verification

Automate verification with Kaylie's Agent gathering data from EDI feeds, clearinghouses, EOBs, and web portals.

$450/month +

This price is for an average-size office of 1-2 providers with 4-5 active chairs. For larger offices, additional fees may apply.

  • Sync practice schedule automatically
  • Auto-run verification in advance
  • Review details and sources with full traceability
  • EDI verification data access
  • Web portal data extraction
  • Plan libraries and coverage details

Need a custom solution?

Give Your Team Back Their Time

See how Kaylie turns insurance verification from a daily struggle into instant organizational intelligence. Book a personalized demo for your organization.

HIPAA Compliant
Enterprise-Grade Security