Standardize insurance capture, eligibility review, exception visibility, and payment readiness across a multi-location dental organization.
Collect cleaner insurance information earlier, give teams a clearer path for unresolved coverage issues, and reduce the number of problems discovered only after the patient is already at the desk.
Worked before 9 AM · Northside
3 days before the visit
Riverside office · via phone
A DSO can have the same payer, the same appointment type, and completely different front-office execution by location. That inconsistency turns missing cards, stale data, and late eligibility checks into repeatable revenue friction.
Teams cannot act early when card images or policy information are missing until check-in.
Wrong phone numbers, outdated emails, and incomplete patient details make reminders and follow-up harder.
Regional leaders lose visibility when each office tracks coverage issues in its own way.
Patient responsibility is harder to address when coverage readiness is still unclear.
CERTIFY Health connects insurance updates, eligibility and benefits workflows, patient communication, check-in status, and payment readiness so coverage issues can be surfaced while there is still time to act.
Patients can upload or scan insurance cards through supported intake channels.
Run eligibility checks where configured and make status available to staff earlier in the visit lifecycle.
Track patients whose insurance information has been updated so teams can focus review where it matters.
Flag or follow up on unresolved items instead of relying on memory and paper notes.
Send reminders or requests for missing information through configured communication workflows.
Connect coverage context to copay, balance, payment-link, and other patient payment workflows where configured.
Pre-registration gives patients a place to review or update coverage before arrival.
Patients can upload or scan insurance and ID cards through supported workflows.
Staff can see eligibility and benefits information earlier instead of waiting until the claim is already exposed.
Updated-insurance reporting, flags, and communication workflows help teams focus on the exceptions.
Coverage readiness can inform the next staff action instead of sitting in a separate queue.
Outcomes from a high-volume, multi-location outpatient deployment. The metrics below show how connected workflows performed at scale; results reflect a specific deployment and are not a guarantee of future performance.
Contact-data accuracy improved from roughly 50% to 98%, giving teams a cleaner base for reminders, outreach, and follow-up.
Form completion rose from below 25% to nearly 90%, moving required information earlier and reducing paper-driven follow-up.
Completion reached 88% for new patients, 87% for returning patients, and 73% among patients age 75+, showing adoption across age groups.
Patients chose self-service check-in at scale, reducing dependence on staff-assisted intake while maintaining a clear path for people who still need help.
CERTIFY Health DSO insurance verification software connects insurance capture, OCR card updates, eligibility context, pre-registration, check-in, reminders, communication, and payment readiness across dental locations.
The payer remains the source for coverage information, and the dental PMS remains the system of record for practice operations. CERTIFY Health strengthens the workflow around those systems so insurance updates, eligibility context, and patient responsibility can surface earlier in the visit journey.
Coverage information is most useful when teams see it early enough to act before the patient is already at the desk.
Clean card capture and current patient information matter because poor source data weakens every downstream verification step.
Teams need to know which cases require attention, not just whether a transaction ran.
A DSO needs a repeatable way to connect insurance capture, eligibility review, staff follow-up, and payment readiness across brands and regions.
Yes. CERTIFY Health supports multi-location operational workflows and reporting. The exact design should reflect the DSO’s systems, regional structure, and ownership model.
Bring payer mix, location count, current verification timing, insurance update process, systems in use, exception volumes, and the handoffs that create the most rework.
See how CERTIFY Health can connect insurance capture, eligibility review, exception follow-up, check-in, and payment readiness across your DSO.
