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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.
Kaylie for Group Practices
Your Team Wants to Greet Patients with 'Hello'—Not 'Hold On'
Automate Insurance Verification
Let Kaylie's Agent gather data automatically from EDI feeds, clearinghouses, EOBs, plan libraries, and web portals.
- Sync Practice Schedule
- Auto-run Verification in advance
- Review details and sources
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Intelligent Treatment Planning
Leverage Kaylie's intelligence to create accurate treatment plans with automatic coverage checks, policy provisions, and benefit calculations.
- Select code templates
- Enter tooth, surface, and phases
- Generate and present plan
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Automate Claims and EOBs
Automate claim status updates, automatically parse EOBs, and handle denials, downgrades, and appeals with intelligent processing.
- Sync Outstanding Claims
- Auto-run Claim Status Updates
- Automate denials, downgrades, and appeals
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Fix The 1-Star Review Problem
"The doctor was great, but..."
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
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
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Details are Everything
The Complicated Rules That Cause Denials
Kaylie Tracks It All
Kaylie finds and captures everything available electronically—every policy provision, every rule, every exception.
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?
We want your team to do what they do best, taking great care of patients.
Without Kaylie
Every location starts from zero. 8 locations = 8× the work. New hires learn from scratch. Knowledge walks out the door.
With Kaylie
One verification serves everyone. No redundant work. No repeated calls.
Cross-Location Learning
Location A verifies once. Locations B-Z have it instantly.
Unified Knowledge Base
Every verification becomes organizational intelligence. Denial patterns teach everyone.
Faster Onboarding
New locations inherit all data day one. Training time reduced 60-70%.
Data-Driven Decisions
See actual MAC data across locations. Make network decisions based on real numbers.
Consistent Experience
Same accurate estimates everywhere. Your brand promise delivered.
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.
— DSO Operations Director