Automated insurance verification for dental practices

Your front desk shouldn't spend its day re-keying payer portals.

OpenAdapt learns your practice's own insurance-verification workflow from recordings of representative cases, then runs the approved paths on your front-desk computer — in the same payer sessions your staff open and supervise. When anything doesn't match, it halts and puts the case in a ready-to-finish queue instead of guessing.

We're onboarding a founding cohort of 10 practices. Founding practices work directly with the founders: we build your verification workflow with you, agree on the monthly service KPI in writing, and refund that month's fee if the signed KPI is missed.

$500/mo

Flat founding price for one practice location. Cancel monthly.

3 portals · 600 checks

Up to three approved payer portals and 600 eligibility checks each month.

Attended and local

Runs on your front-desk PC, inside portal sessions your staff open and supervise.

Monthly KPI refund

We sign a monthly service KPI at kickoff. If we miss it, that month is refunded.

The governed run

It verifies or asks for help. It never guesses.

OpenAdapt checks configured case identity and page evidence before consequential steps. If the evidence does not match, the run stops and sends the case to your front desk's ready-to-finish queue with the available evidence attached.

After a run, OpenAdapt confirms that the declared local result artifacts, such as the case PDF and results-log entry, were created for the scoped case. That verifies delivery, not the payer's underlying accuracy, and this founding service does not write benefits back into your practice-management system.

Staff first, founder-backed. Your team handles MFA and CAPTCHA prompts and finishes routine exceptions locally. A phone-only result becomes an evidence-rich ready-to-call task for staff; this service does not place the call. OpenAdapt provides same-business-day assistance only for practices that consented to assisted access and portals that cleared the access review.

Real application footage

See the governance mechanism in a public insurance application

This openIMIS eligibility reference includes the source demonstration, an independently VERIFIED replay, and a SQL-refuted HALT. It shows the same verify-or-stop contract used when a payer portal has no suitable API.

OpenAdaptObservingStep 1 of 6Observing the application
0:00 / 0:00Evidence

Guided view synchronized to the exact retained runtime timeline; raw footage remains unchanged.

  1. 1
    DemonstrateCapture the task and its evidence.
  2. 2
    ExecuteReplay the compiled workflow locally.
  3. 3
    Verify or haltProve the effect, or stop for review.

See the wrong-record defense in detail →

Local-first by design

Designed so PHI stays on your machine.

In the local replay configuration this offer uses, the recording of your workflow, the compiled program, and every run all live and execute on your practice's own computer. Patient information is processed where it already is — behind your firewall, under your existing safeguards — and is not uploaded to OpenAdapt's cloud as part of a healthy run.

Your staff handles halted cases first from the local queue. If a case still needs help, OpenAdapt can assist the same business day only when your practice has consented, the payer portal has cleared our access review, and the required privacy terms — including a BAA when applicable — are in place. Assistance is supervised on your computer; patient data is not copied into our cloud. Your compliance officer or counsel makes the legal call for your practice. This describes the operating design, not legal advice.

Read the security overview →See the safety evidence →

How onboarding works

We build your first workflow with you.

  1. On a call, your team verifies representative cases for each proposed payer portal while OpenAdapt records the demonstrations on your machine.
  2. We compile that demonstration into a checked, repeatable program and agree on the verification KPI it has to hit.
  3. It runs supervised first — your front desk watches it work and uses the ready-to-finish queue when it halts — then it becomes part of the daily routine.

Founding-cohort onboarding is deliberately hands-on: you get working automation and a direct line to the people who built it, and we learn exactly what dental front desks need next.

Founding cohort: 10 practices. $500/mo. Full refund if the signed monthly KPI is missed.

Bring the payer portals you check most and a rough monthly verification count. The founding service covers one location, up to three approved portals, and up to 600 checks per month.

Book a 20-minute setup call

Founding cohort — 10 practices

Book a 20-minute setup call

We'll look at your verification workflow together and tell you plainly whether it fits. Prefer email first? Send your details and we'll reply with how onboarding works — no account, no obligation.

You'll hear back from a founder within one business day.