
Start your team closer to the finish line.
Kaylie builds tools that supercharge RCM teams—automating repetitive verification, claims, and denial work across every practice you support. Now an RCM team of 5 feels like 50.
Kaylie for RCM Support Teams
Let's automate as much as possible before your team starts work

Automate Insurance Verification
Let Kaylie's Agent gather data automatically from EDI feeds, clearinghouses, EOBs, plan libraries, and web portals.
- Sync Practice Schedules
- Auto-run Verification in advance
- Review details and sources
- Instantly see the data source
- Export Customized Documents
- Write Back Data to PMS*
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
- Upload and Match EOB to Claims
- Generate Deposit Slips for Payment Posting
- Automatically Generate Appeal Letters
Automate Insurance Verification
Free your team to do what humans do best
Automatically Sync Schedule
Kaylie syncs every hour with the practice schedule to reduce gaps. Last minute patients made easy with our manual sync.
Kaylie Automate
Set how far in advance you want Kaylie to Verify Insurance. Kaylie flags issues with patient insurance details.
Review Sources and Export
You can see where every detail's source and their source documents. Export into PMS directly or onto a PDF with your customized codes and details.
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, delivering exceptional RCM support to your practices.
Without Kaylie
Every practice starts from zero. 8 practices = 8× the work. New team members learn from scratch. Knowledge walks out the door.
With Kaylie
One verification serves all practices. No redundant work. No repeated calls.
Cross-Practice Learning
Practice A verifies once. Practices B-Z have it instantly.
Unified Knowledge Base
Every verification becomes shared intelligence. Denial patterns teach everyone across all practices.
Faster Onboarding
New practices inherit all data day one. Training time reduced 60-70%.
Data-Driven Decisions
See actual MAC data across all practices. Make network decisions based on real numbers.
Consistent Experience
Same accurate estimates across all practices. Your service promise delivered.
Give Your Team Back Their Time
See how Kaylie turns insurance verification from a daily struggle into instant shared intelligence across all your practices. Book a personalized demo for your team.
— RCM Support Team Director