Before the patient walks in.After the deposit clears.
Sally is the AI employee that runs your dental revenue cycle. She verifies every patient with our proprietary portal verification technology, recovers the treatment your schedule leaves behind, sends clean claims the same day, posts every EOB automatically to any practice management system, and reconciles every deposit.Sally is your AI revenue-cycle employee. Benefits verified. Clean claims sent. Every payment accounted for.
Illustrative Sally command center at Oakmont Endodontics & Specialists. Credentialing, verification coverage, claims and EOBs, payer code inbox, today's appointments, revenue at risk, production, and who pays best.
Click the screen to look closer.
Built for group practices and DSOs. Works inside Dentrix, Eaglesoft, Open Dental, Curve, Oryx, and TDO.
for Startups
for StartupsOne revenue cycle. One employee.
In production at
- 5:02 AM
Every patient verified before the doors open
Sally signs in to each payer's portal with our proprietary verification technology and reads the whole plan: annual maximum and what's left, deductibles, frequencies, waiting periods, missing tooth clauses, and treatment history by tooth and recorded surface when supplied by the payer.
- 7:30 AM
Fees and estimates already in the chart
Every visit is priced from your office fee schedule, and the verified benefits are written into your practice software. The front desk quotes patients with confidence.
- 10:15 AM
Revenue your schedule was leaving behind
Covered treatment, unused benefits, and overdue family recall surface on the appointment while the patient is still in the chair.
- 4:40 PM
Clean claims out the same day
Sally builds the claim from completed work, selects supporting X-rays or CBCT records, and drafts the narrative from clinical notes. She checks the payer's requirements, holds what your policy says a person should approve, and sends the rest.
- Day 3, 9:05 AM
No claim left to age
She follows every claim with the payer, catches denials early, and prepares the appeal with the documentation attached.
- Day 12, 8:20 AM
Every EOB read and matched
Sally reads each EOB, matches every line to its claim, and flags anything paid below your contracted fee.
- Day 12, 8:21 AM
EOBs posted automatically
Sally posts every EOB automatically, whichever practice management system you run. Payments and adjustments land on the patient ledger, each with a receipt.
- Day 13, 7:45 AM
Reconciled to the deposit
The EOB, the bank deposit, and the ledger agree to the cent. The claim is closed.
5:02 AM
1. 5:02 AM — Every patient verified before the doors open. Benefit statement for L. Anderson, frequencies and history by tooth. Sally signs in to each payer's portal with our proprietary verification technology and reads the whole plan: annual maximum and what's left, deductibles, frequencies, waiting periods, missing tooth clauses, and treatment history by tooth and recorded surface when supplied by the payer. 2. 7:30 AM — Fees and estimates already in the chart. Appointments list, office fee column for L. Anderson. Every visit is priced from your office fee schedule, and the verified benefits are written into your practice software. The front desk quotes patients with confidence. 3. 10:15 AM — Revenue your schedule was leaving behind. Appointments list, covered add-on cell for L. Anderson. Covered treatment, unused benefits, and overdue family recall surface on the appointment while the patient is still in the chair. 4. 4:40 PM — Clean claims out the same day. Sally builds the claim from completed work, selects supporting X-rays or CBCT records, and drafts the narrative from clinical notes. She checks the payer's requirements, holds what your policy says a person should approve, and sends the rest. 5. Day 3, 9:05 AM — No claim left to age. She follows every claim with the payer, catches denials early, and prepares the appeal with the documentation attached. 6. Day 12, 8:20 AM — Every EOB read and matched. Sally reads each EOB, matches every line to its claim, and flags anything paid below your contracted fee. 7. Day 12, 8:21 AM — EOBs posted automatically. Sally posts every EOB automatically, whichever practice management system you run. Payments and adjustments land on the patient ledger, each with a receipt. 8. Day 13, 7:45 AM — Reconciled to the deposit. The EOB, the bank deposit, and the ledger agree to the cent. The claim is closed.
Click the screen to look closer.
5:02 AM
Every patient verified before the doors open
Sally signs in to each payer's portal with our proprietary verification technology and reads the whole plan: annual maximum and what's left, deductibles, frequencies, waiting periods, missing tooth clauses, and treatment history by tooth and recorded surface when supplied by the payer.
- 5:02 AM — Every patient verified before the doors open. Sally signs in to each payer's portal with our proprietary verification technology and reads the whole plan: annual maximum and what's left, deductibles, frequencies, waiting periods, missing tooth clauses, and treatment history by tooth and recorded surface when supplied by the payer.
- 7:30 AM — Fees and estimates already in the chart. Every visit is priced from your office fee schedule, and the verified benefits are written into your practice software. The front desk quotes patients with confidence.
- 10:15 AM — Revenue your schedule was leaving behind. Covered treatment, unused benefits, and overdue family recall surface on the appointment while the patient is still in the chair.
- 4:40 PM — Clean claims out the same day. Sally builds the claim from completed work, selects supporting X-rays or CBCT records, and drafts the narrative from clinical notes. She checks the payer's requirements, holds what your policy says a person should approve, and sends the rest.
- Day 3, 9:05 AM — No claim left to age. She follows every claim with the payer, catches denials early, and prepares the appeal with the documentation attached.
- Day 12, 8:20 AM — Every EOB read and matched. Sally reads each EOB, matches every line to its claim, and flags anything paid below your contracted fee.
- Day 12, 8:21 AM — EOBs posted automatically. Sally posts every EOB automatically, whichever practice management system you run. Payments and adjustments land on the patient ledger, each with a receipt.
- Day 13, 7:45 AM — Reconciled to the deposit. The EOB, the bank deposit, and the ledger agree to the cent. The claim is closed.
Sally starts at 5 AM. Your team starts with answers.
Every benefit, down to the tooth and surface.
Sally's proprietary portal verification reads the payer's full record for every patient, not just eligibility. Annual maximum and what's left. Deductibles. Frequencies and waiting periods. Missing tooth clauses and downgrades. Treatment history by tooth number, recorded surface, and service date when the payer supplies them. It is in your practice software before the patient walks in.
Benefit breakdown
L. Anderson
Summit Dental Plan · PPO
Plan and eligibility
Plan yearJan 1 – Dec 31, 2026
NetworkPPO, in-network
EligibilityActive
Annual maximum
Maximum$1,500.00
Used$360.00
Remaining$1,140.00
Deductible
Individual$50.00 met$0.00 remaining
Family$50.00 of $150.00 met$100.00 remaining
Coverage by category
Preventive100%
Basic80%
Major50%
Endo80%
Perio80%
Prosthodontics50%
Frequencies
Exams2 per yearLast 02/12/2026
Bitewings1 per yearLast 08/18/2025
Crowns1 per 5 years per tooth#14 crown 03/2021, eligible 03/2026
Waiting periods
BasicNone
MajorSatisfied 01/2024
Clauses
Missing toothApplies to #30, extracted before coverage began
DowngradesPosterior composites paid as amalgam
History by tooth
#3RCT 2019
#14Crown 2021
#30Extraction 2022
Covered add-ons
D0364CBCT — Limited Field of View80% · diagnostic · $295.00 · patient $295.00
D0220Periapical — First Film100% · diagnostic · $42.00 · patient $42.00
D0140Limited Oral Evaluation100% · diagnostic · $95.00 · patient $95.00
Verified on the payer portal, Thu Aug 20, 4:51 AM
One Sally. A complete toolbox.
Every capability belongs to the same AI employee. Sally carries the patient, procedure, and payer context from one task to the next.
Scroll to explore the tools she brings to work.
Insurance verification
Sally brings the payer’s benefit details and treatment history into the context of the patient’s next visit.
- Procedure, tooth, surface
- CDT-specific benefits and reported treatment history by tooth number, recorded surfaces, and service date.
- The rules behind the benefit
- Frequencies, waiting periods, age limits, missing-tooth clauses, downgrades, deductibles, and remaining maximums.
- An estimate with context
- Office fees, supported plan allowances, estimated insurance contribution, and patient responsibility together in the benefit statement.
These verified details carry forward into the estimate and the claim.
See the benefit breakdownDetail varies by payer and plan. Tooth and surface history appears when supplied by the source.
Network intelligence
Sally brings payer, fee, and claims evidence together to help your team understand network participation.
- Learn from the evidence
- Recognize likely in-network or out-of-network patterns as payer and payment evidence accumulates.
- Keep the basis visible
- See the evidence behind a learned estimate, with confirmed participation shown separately.
- Connect status to the visit
- Give your team network context alongside the benefits and fees they use to prepare a patient estimate.
Network context connects the verification, the estimate, and the payment that comes back.
Follow the revenue cycleA learned estimate is distinct from confirmed participation.
Credentialing
Bring provider information and the work behind payer applications into Sally’s toolbox.
- Organize the provider record
- Keep the provider profile and supporting credentials together for application preparation.
- Prepare the paperwork
- Identify missing information and documents, and prepare application materials for review.
- Track what comes next
- Keep application tasks and renewal dates visible to the team responsible for completion.
The provider record connects credentialing work to the payer relationships your practice depends on.
Ask about credentialingDiscuss availability with the Sally team. Payer submission remains a human step in the current scope.
Claims automation
Sally carries the case from completed treatment through the claim, payer response, and payment.
- Select the supporting imaging
- Match available X-rays, CBCT records, and clinical photos to the procedure, tooth, service date, and attachment requirements.
- Draft from the clinical notes
- Prepare the narrative from documented findings and treatment, carrying the correct tooth and surfaces into the supporting packet.
- Work the claim through resolution
- Check the claim, apply your approval policies, submit eligible claims, follow status, and prepare supporting documentation for denials and appeals.
The same case continues into EOB matching, payment posting, and deposit reconciliation.
See the claim move through Sally’s dayAvailable imaging depends on the connected practice system and the records supplied. Clinical narratives remain grounded in the source notes.
Payments & reconciliation
Sally follows the money back to the work, so a paid claim can become an accounted-for deposit.
- Read and match the EOB
- Connect payment and adjustment lines to the claim, and surface differences that need attention.
- Post with a record
- Apply the practice’s policies to payment posting, with a receipt for the changes Sally makes.
- Reconcile the deposit
- Bring the EOB, deposit, and patient ledger together to close the loop.
Payment results complete the claim’s story and inform the next revenue-cycle decision.
See how your team stays in controlYour practice’s policies govern actions that need approval.
Revenue intelligence
Sally connects what is scheduled, what is covered, and what is still waiting to be collected.
- See the opportunity in the schedule
- Surface supported treatment opportunities, unused benefits, and overdue recall while there is time to act.
- Find work that needs attention
- Bring verification gaps, claim follow-up, and payment differences into view.
- Connect the offices
- Give practice and revenue-cycle leaders a shared view of the work across locations.
One view ties the patient visit to the claim, the payment, and the practice’s results.
See what changes on your P&LOpportunities support your team’s review and clinical judgment.
SallyOne connected AI employee
Sample record · PMS changes, payer verification, and benefit downloads are unavailable in this preview.
Coverage breakdown
Plan active In network
Confirmed by payer. Showing in network benefits.
| Plan pays | In network |
|---|---|
| Preventive | 100% |
| Basic | 80% |
| Major | 50% |
| Orthodontics | 50% |
| Scheduled procedures · plan pays | |
| D1120Child Cleaning | 100% |
| D1351Sealant (Per Tooth) | 100% |
| D2392Posterior Resin (Two Surfaces) | 80% |
| Plan limits | |
| Annual maximum | $1,500 |
| Annual remaining | $1,100 |
| Individual deductible | $50 |
| Deductible remaining | $0 |
| Family deductible | Not reported |
| Family deductible remaining | Not reported |
ProcedureCoverageInsurance est.Patient pays
D1120Child cleaning100%$85$0
D1351Sealant100%$65$0
D2392Two-surface composite80%$168$42
Est. patient responsibility$42
From skepticism to confidence.
“Verora is the first company we’ve used that performs true portal verifications, and it has been a complete game-changer. The portal results are accurate, and it has saved us a significant amount of time.”
Read Rachael’s full story
We tried other verification systems and found them unreliable and inaccurate, which was extremely frustrating. We eventually went back to doing everything manually, but with how busy our office is, it was far too time-consuming. When Dr. Gabriel told me he was trying yet another verification company, I was very skeptical. For the first month and a half—nearly two months—we double-checked every single verification Verora completed.
Verora is the first company we’ve used that performs true portal verifications, and it has been a complete game-changer. The portal results are accurate, and it has saved us a significant amount of time. It’s also made training much easier—our newest team member was able to get up to speed quickly.
The portal code inbox is another standout feature. With so many insurance companies requiring two-factor authentication, it’s incredibly helpful to have all the codes arrive in one place, especially when an authenticator app is needed. The command center is intuitive and easy to navigate, and the team continues to release useful updates. Customer service has been excellent and resolves issues quickly.
Onboarding and integration were fast and straightforward. I would recommend Verora because it delivers what the dental field has been missing: accurate information, strong support, rapid issue resolution, and real time savings.
What changes on your P&L.
Increase revenue
More of every schedule turns into collected revenue.
Covered treatment is offered while the patient is still in the chair.
Unused benefits get used before they expire.
Production today$1,450
10:15 AM
L. AndersonD3330 Molar RCT #19
VerifiedSummit Dental PlanD0364CBCT — Limited Field of View
Covered$295D0220Periapical — First Film
Covered$42D0140Limited Oral Evaluation
Covered$95Protect revenue
Every visit starts with verified benefits, so write-offs stop at the front desk.
Frequencies, waiting periods, and missing tooth clauses are caught before treatment, not after the denial.
Patients get estimates they can trust.
L. Anderson
CheckingAnnual maximum remaining
Deductible remaining
Preventive (D1110, D0274)
Periodontal (D4910)
Frequency remaining
Streamline claims
Clean claims go out the same day.
Denials are worked, not left to age.
EOBs post automatically to any practice management system, and deposits reconcile without a spreadsheet or a backlog.
D2740 Porcelain crown
Built
Scrubbed
Submitted
Paid
Posted
Reconciled
Claim assembled from today's completed work
She asks before she acts.
Your policies decide what needs a person, and Sally follows them.
Changes she writes to the chart come with a receipt, and you can undo them.
She earns more autonomy one task at a time, as your team signs off.
Oakmont Endodontics & Specialists
Posted insurance payment
| Claim | CLM-4418 |
|---|---|
| Payer | Summit Dental Plan |
| Procedure | D2740 Porcelain crown |
| Billed | $1,180.00 |
| Allowed | $890.00 |
| Paid | $712.00 |
| Adjustment | $290.00 |
| Patient balance | $178.00 |
Approved byR. Okonkwo
Built for the people who own the number.
RCM directors
Every office, every claim, one queue. See what is verified, what is out with the payer, and what needs a person, across every location.
CFOs
Cash that arrives sooner and stays put. Fewer write-offs at the front desk, fewer denials on the back end, and a revenue cycle that does not depend on who is out sick.
Revenue cycle consultants
Your playbook, running every day. Sally works inside the practice software your clients already use, so the fixes you recommend hold.
Put Sally on your revenue cycle.
See how Sally would run the revenue cycle at your offices.