Dental insurance verification
Patients verified on the payer's own portal, before the visit.
Kaylie reads your schedule and, wherever the payer has a portal, signs in with your office's login and has the breakdown per procedure code ready before the patient sits down - the frequency limits, waiting periods and missing-tooth clause that an "active" eligibility check never shows.
Opens a calendar right here: pick any 30-minute slot, no questionnaire first.
Check the coverage before you call. Every carrier Kaylie verified on its own portal in the last 30 days is listed live, with the count, on kaylie.ai/verifications. If your top five payers are not there, the demo will say so.
Insurance Verification
Verified on the payer's own portal before the visit. Click any appointment card to see the breakdown per procedure code.
Sarah Chen
Michael Rodriguez
Emma Thompson
Choose an appointment card to verify benefits.
Insurance Verification data generated for demo purposes.
What changes at the front desk
Verified before the visit, not at the chair
The schedule comes to us
Appointments, patients and the insurance on file come in from your practice software automatically. Nobody exports a list or re-types a card.
Verified on the payer's own portal
Kaylie signs in with your office's own login and reads the breakdown per procedure code before the patient arrives. The electronic eligibility feed is only allowed to fill fields the portal left blank.
Back into the chart
Kaylie can write the verified plan back into Open Dental, CareStack and Eaglesoft. On any other system, the breakdown comes laid out to paste into the chart.
Reads the schedule from CareStack, Open Dental, Dentrix, Eaglesoft, Denticon, Curve, WinOMS and DSN. On one of those? CareStack · Open Dental · WinOMS · DSN
What a verification has to answer
Active is not an answer
A patient can be eligible and the claim still not pay. Most of the rules that decide it sit on the payer's portal, per procedure code; the ones a carrier never publishes show up on its EOBs. Kaylie reads both.
- Frequency limits, with the date of the last bitewings, cleaning or exam
- Waiting periods, and whether this patient is still inside one
- Downgrades carriers do not publish, from what settled claims across the network show
- The missing-tooth clause, before the implant or bridge is planned
- Age limits on fluoride and sealants
- Deductible and maximum, and what is left of each this year
Each one answered with the carriers' own policies
Why Kaylie
Three claims, each with a way to check it
We read the payer's own portal. The electronic feed only fills blanks.
An eligibility feed is a summary - a category percentage, a plan maximum, an active flag. The detail that decides an estimate lives on a screen behind a login: coverage per procedure code, the date of the last bitewings, the downgrade clause, the missing-tooth clause, the waiting period. Kaylie holds the login and reads that screen. Where we also pull the electronic feed, it is allowed to fill fields the portal left empty and nothing else.
Check it: Take five plans from your own book whose breakdowns your team argues about. Compare field by field against what your current process returns.
What the EOB teaches goes back into the verification.
When the claim is paid, the remittance says what the plan actually did - the coinsurance it really applied, whether the deductible was taken, whether the carrier quietly substituted a cheaper procedure. Most software treats that as the end of the claim. Kaylie feeds it back, so the next verification on that plan starts from what the carrier did rather than only from what it said it would do. That closes the loop between claims and verification, which are otherwise two systems that never speak.
Check it: Ask to see a plan where a coinsurance percentage was filled from settled claims, and what that field held before.
It learns across every practice on the network, not just yours.
What Kaylie learns is keyed to the contract - the carrier and the employer group - rather than to your office. So if another practice has already had a claim settle on the same plan, your first patient on it starts with what that taught. This matters most for the rules carriers do not state up front. A downgrade is the clearest case: a plan that pays a posterior composite at the amalgam rate rarely announces it, and an office usually finds out from the first write-off.
Check it: Name a plan whose downgrade rule cost you a write-off. Ask what the network already knows about that carrier and group before you sign anything.
Simple, transparent pricing
A flat monthly fee per office — not a percentage of what you collect.
Insurance verification + treatment planning
For an average-size office — 2–3 providers, 5–6 active chairs. Larger offices may cost more.
- Sync practice schedule automatically
- Auto-run verification in advance
- Review details and sources with full traceability
- EDI verification data access
- Web portal data extraction
- Treatment-plan estimates per procedure code
- Write-back into Open Dental, CareStack or Eaglesoft included.
Claim status + EOB intelligence
Status checks, EOB reading and next steps on every open claim.
- Status checks on every open claim
- EOB reading, line by line
- Next steps on each claim
Both, bundled
Verification, treatment planning, claim status and EOB intelligence together.
- Everything in verification + treatment planning
- Everything in claim status + EOB intelligence
Need a custom solution?
Bring next week's schedule
Thirty minutes, your own patients, your own carriers. Pick the five plans your team argues about and see what comes back, field by field.