01
Introduction: Faster Isn't Always Better
Not the Goal The Real Goal If technology pulls incomplete or incorrect information and nobody reviews it, the practice has not solved the problem.
Free Guide
AI + Insurance Verification
What Should We Automate — and What Still Needs a Human?
- ✓ Introduction: Faster Isn't Always Better
- ✓ Why Insurance Verification Is Ready for
- ✓ What AI Can Automate
- ✓ What Still Needs Human Review
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Inside the guide
What's inside AI + Insurance Verification
What Should We Automate — and What Still Needs a Human?
02
Why Insurance Verification Is Ready for
Automation Check Review Find Patient Retrieve Plan Enter Info Eligibility Maximums Not every task is a good candidate for automation.
03
What AI Can Automate
Workflow Entry Missing-Field Detection Eligibility Benefit Retrieval Data Organization Populating verification forms or practice Flagging information that was not…
04
What Still Needs Human Review
Plan Limitations Provisions Network & Codes Data Integrity clinically and financially consequential details in any verification.
05
Frequencies, Limitations & Waiting Periods
Questions to Ask The Human Review Question Is it based on rolling months? A retrieval system can confirm a benefit exists.
06
Missing Tooth Clauses, Downgrades & Exclusions
Missing Tooth Clauses Downgrades Exclusions began. Human review must be covered at amalgam rates, or exclusions, implant exclusions, determine: when the tooth was a…
Meet Kyle Summerford
Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.
As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.
This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.
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