Insurance checker

Is this patient covered?

Sign in

Username

Password

Pick a patient

Patient

Birthday

Insurer

Member ID (if known)

On a parent's or spouse's plan

Policyholder

Their birthday

Their member ID

Patient is their

Visit date (optional)

Patient is Has We know

Checking the schedule

Checked two days before the visits, so there's time to ask for a new card before the patient is in the chair. Patients who need something come first.

Loading the aging report Download the spreadsheet

Office ERA files

Drop the aging report here, with any ERA files and EOB PDFs. Or click to choose them.

Office List date

and the saved statuses and notes

Insurer Status Due this week

Download the notes

Who opened what

Stephens AI

In Dentrix: Office Manager, Reports, Ledger, Insurance Aging Report.
Uncheck "Exclude Claims that are Partially Paid".
Print to File. Dentrix saves it in its Exports folder: drop that file below.

In Dentrix, print the day's schedule with Print to File.
Dentrix saves it in its Exports folder: drop that file below.

Drop the day's schedule here. Or click to choose it. It needs each patient's name, birthday, insurance carrier and subscriber ID.