Azops Dental for Dentrix
- We retrieve your schedule from the Appointment Book
- We get your patient's plan and carrier from the Family File
- We write in the Coverage Table, Deductibles/Maximums and Insurance Plan Note
- We write the deductible Met and the maximum Used
- We write in the Appointment Note
- We upload verification sources and full patient history in the Document Center
- Our own connector reads and writes anywhere in Dentrix, so we follow your workflow and the way your team documents benefits
- Nobody on your team re-enters anything
What does this image show? (Dentrix Dental Insurance Benefits and Coverage window, Coverage Table tab)
The Coverage Table tab of the Dentrix Dental Insurance Benefits and Coverage window for an Equicor Cigna group plan. Each row is a procedure range with category, coverage percentage, deductible type, co-pay and pre-auth requirement: Diag/Preventive 100%, Basic Restor 80%, Crowns/Major 50%, Endodontics and Periodontics 80%, Prosthodontics, Implants 50%, Oral Surgery 80%, Orthodontics 50%. The side menu lists Deductibles/Maximums, Exceptions, Insurance Plan Notes and Payment Table.
We retrieve your schedule from the Appointment Book.
Every new or rescheduled appointment in the Appointment Book is picked up automatically. For each one we read the patient and everything attached to the appointment.
Procedure codes on the appointment, including codes your team defines in Dentrix, can trigger different types of verification. We set those rules with you when we configure the integration.
What does this image show? (Dentrix Appointment Information window with reason, procedures and notes)
The Dentrix Appointment Information window: provider, reason with procedures (periodic oral evaluation, bitewing four images, adult prophylaxis), appointment description, length, status, operatory, date and time, and the Notes box for the appointment.
We retrieve the patient's plan from the Family File.
From the Family File → Insurance Information we read the plan attached to the patient: the carrier, the insurance line, the Subscriber ID, and the group number and existing dental insurance plan when there is one. When the patient is not the subscriber, we also read the subscriber's details.
What does this image show? (Dentrix Family File Insurance Information with subscriber, carrier and Subscriber ID)
The Dentrix Insurance Information window opened from the Family File, Dental Insurance tab: primary subscriber, carrier, Subscriber ID #, signature on file, relation to subscriber, and the Insurance Data and Benefits/Coverage buttons. Secondary insurance sits on the right.
The right dental insurance plan, with no duplicates.
In Dentrix a carrier can have many dental insurance plans, and the group number is what usually identifies one. We handle the three cases your front desk runs into, so your Dentrix list of dental insurance plans stays clean.
What does this image show? (Dentrix Select Insurance Carrier list of group plans)
The Dentrix Select Insurance Carrier list, where each row is an existing group plan with carrier name, group plan, employer name, group number, local number, payor ID and address.
Your team reuses a existing dental insurance plan.
Carrier and insurance line are already correct. When we write back, we refresh that dental insurance plan's benefits.
Your team creates a dental insurance plan with the group number.
When we write back, we add the verified benefits to it, and the next patient with that employer and group lands on an up-to-date dental insurance plan.
Your team picks an agreed placeholder dental insurance plan.
Only the carrier and insurance line need to be right. We get the group number through your custom verification form. When we write back, we select the matching dental insurance plan from your Dentrix history, or create it when the plan is a group plan.
We write in the Coverage Table and Deductibles/Maximums of the dental insurance plan.
The verified breakdown is written on the dental insurance plan itself, so every patient who shares it gets current benefits in Dentrix.
What does this image show? (Dentrix Coverage Table tab of the Dental Insurance Benefits and Coverage window)
The Coverage Table tab of the Dentrix Dental Insurance Benefits and Coverage window, where Azops Dental writes the verified coverage for the group plan. Each row is a procedure range (Beg Proc, End Proc) with category, coverage percentage, deductible type, co-pay and pre-auth requirement: Diag/Preventive D0100 to D1999 at 100%, Basic Restor 80%, Crowns/Major 50%, Endodontics and Periodontics 80%, Prosthodontics and Implants 50%, Oral Surgery 80%, Orthodontics 50%, Adjunctive General Services 80%. Changes apply to every patient on the plan.
We write in the patient Deductibles/Maximums: deductible Met and maximum Used.
What belongs to the individual patient is written separately from the dental insurance plan: what they have used, what remains, and their history.
What does this image show? (Dentrix Deductibles/Maximums tab with deductible Met and maximum Used)
The Deductibles/Maximums tab of the Dentrix Dental Insurance Benefits and Coverage window, current year: standard, preventive and other deductibles with individual and family required and Met amounts, and maximums with individual annual benefit, individual annual Used, lifetime and family values.
We upload verification sources and full patient history in the Document Center.
Every verification leaves its documents on the patient in Dentrix attached to the patient.
What does this image show? (Azops Dental benefits verification summary, page 1)
First page of the benefit breakdown PDF Azops Dental uploads to the patient record. It lists the patient (name, member ID, date of birth), the subscriber (name, relationship, date of birth), the provider and clinic (NPI, tax ID), the call reference with the carrier representative and reference number, and the coverage breakdown: network status, out-of-network benefits, orthodontic benefits, policy effective date, waiting periods and the orthodontic lifetime maximum. Later pages include the patient history.
What does this image show? (Verification source document, cover page)
Cover page of a source PDF Azops Dental uploads alongside the breakdown. This source is a phone call to the payer, listing the payer name, plan state, representative (IVR), reference number, call duration and retrieval date. Portal captures and fax responses are uploaded the same way.
We write in the Insurance Plan Note and the Appointment Note.
Your team can see at a glance that the insurance was verified, for example with INS VER. in the Appointment Note. Any other note your team uses can be written too.
What does this image show? (Dentrix Appointment Note marked INS VER)
The Dentrix Appointment Note field with "INS VER" written at the start of the note, ahead of the existing note text, so the front desk sees the insurance was verified directly on the appointment.
Every appointment verified before the patient arrives.
We read appointments X days in advance and deliver complete results within one business day. Same-day appointments get an urgent portal check first.
Payer portal
The agent logs in to the payer portal. Every page is screenshotted.
Fax
Fax benefit summaries are requested and read.
Carrier call
Natalie calls the carrier for what the portal leaves out. Every call is transcribed.
Quality assurance
A specialist reviews every result before it is released.
Write-back
Benefits written and documents uploaded where your team works.
Azops Dental is an AI agent that automates dental insurance verification for dental clinics, saving practices 90+ hours per month.