Feature · Insurance
Insurance & billing check (US)
US-only dental insurance eligibility and billing checks — estimates, claim readiness, and EOB follow-through on the same patient record.
Eligibility and patient-portion clarity sit beside the chart — not a separate clearinghouse tab nobody opens.
Cards, estimates, and EOB follow-through lock into ADA lookup, CRM, notes, and accounting.
01 · Deep dive
What this feature actually is
HeyDental treats US dental insurance and billing checks as a first-class desk — eligibility, claim readiness, estimates, and EOB follow-through.
US offices only: staff see coverage and billing-check context next to treatment plans instead of hunting payer portals alone.
Pairs with ADA code lookup so procedure language stays consistent from chart to claim.
Not a HIPAA claim — security and BCDR practices are documented on the PII page.
02 · How it works
From ask to done — one loop
Built as a real surface in the practice OS — not a brochure paragraph.
- 01 · Check benefitsCoverage context before chair time.
- 02 · Show the portionEstimates patients can understand.
- 03 · Close the loopEOB follow-through on the same record.
03 · In the clinic
A day with Insurance & billing check (US)
How front desk, clinicians, and agents touch the same truth.
- 01Verify early
Eligibility before the costly visit surprises the patient.
- 02Estimate clearly
Patient portion beside the plan.
- 03Follow the EOB
Same thread when the payer responds.
04 · Product illustrations
See the surface
UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.
05 · What you get
Included with this building block
- US-only eligibility and billing-check workflows
- Estimates and claim-readiness beside treatment plans
- Insurance cards filed on the patient record
- Locks into ADA lookup, CRM, notes, and accounting
06 · Why clinics care
Robust, reliable, and in the same OS
- US-onlyInsurance & billing check is for US dental offices — not a HeyMed generic.
- Eligibility + billingChecks sit beside the chart and ADA codes.
- Fewer surprisesPortions discussed before treatment day.
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