Azops Dental for Open Dental
- We retrieve your schedule from the Appointments Module
- We get your patient's plan and carrier from the Family Module
- We write in the Benefit Information section of the Insurance Plan
- We write in Adjustments to Insurance Benefits and Insurance History
- We write in the Plan Note
- We write in the Appointment Note
- We upload verification sources and full patient history in the Imaging Module
- We read and write through Open Dental's native API
- Nobody on your team re-enters anything
This is a non-exhaustive list of available capabilities, we can read and write in any part of Open Dental. When working with us you decide what and where to write in your Open Dental.
What does this image show? (Open Dental Benefit Information grid in the Edit Insurance Plan window)
The Benefit Information grid of an Open Dental Insurance Plan, showing benefit rows written after verification: coverage percentages by category (Diagnostic, X-Ray, Preventive 100%; Restorative, Endo, Perio, Oral Surgery 80%; Crowns, Prosth 50%; Ortho 75%), the ortho lifetime maximum and age limit, and frequency limitations for bitewings, exams, Pano/FMX, prophy, fluoride and sealants. The Benefits Last Verified date sits above the grid.
We retrieve your schedule from the Appointments Module.
Every new or rescheduled appointment in the Appointments Module 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 Open Dental, can trigger different types of verification. We set those rules with you when we configure the integration.
What does this image show? (Open Dental Edit Appointment window with patient info, procedures and Appointment Note)
The Open Dental Edit Appointment window. On the left, Patient Info shows first and last name, birthdate, phone numbers, billing type and balances. The center shows status, provider, hygienist and InsPlan 1. Procedures on this Appointment lists the CDT codes (D0120 periodic oral evaluation, D1110 prophylaxis, D2740 crown) with fees. The Appointment Note field is at the bottom.
We retrieve the patient's plan from the Family Module.
From the Family Module → Insurance Plan we read the plan attached to the patient: the carrier, the insurance line, the Subscriber ID, and the group number and existing 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? (Open Dental Family Module with patient information and Insurance Plans grid)
The Open Dental Family Module. Patient Information shows demographics, birthdate and address. The Insurance Plans grid shows the primary and secondary plan: subscriber, Subscriber ID, relationship to subscriber, employer, carrier, group name, group number, plan type, fee schedule, and the plan percentages and frequencies.
The right Insurance Plan, with no duplicates.
In Open Dental a carrier can have many Insurance Plans, and the group number is what usually identifies one. We handle the three cases your front desk runs into, so your Open Dental list of Insurance Plans stays clean.
What does this image show? (Open Dental Insurance Plans list filtered by employer, carrier and group number)
The Open Dental Insurance Plans list, with filters for employer, carrier, group number, group name and plan ID. Each row is a reusable plan with employer, carrier, phone, address, group number, group name, electronic ID and the number of subscribers attached.
Your team reuses an existing Insurance Plan.
Carrier and insurance line are already correct. When we write back, we refresh that Insurance Plan's benefits.
Your team creates an 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 Insurance Plan.
Your team picks an agreed placeholder 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 Insurance Plan from your Open Dental history, or create it when the plan is a group plan.
We write in the Benefit Information section of the Insurance Plan.
The verified breakdown is written on the Insurance Plan itself, so every patient who shares it gets current benefits in Open Dental.
What does this image show? (Open Dental Edit Benefits window in Simplified View)
The Open Dental Edit Benefits window in Simplified View: annual maximum and general deductible (individual and family), category percentages, waiting periods in months, age limits by code group (fluoride, sealant, athletic mouthguard), ortho lifetime maximum and percentage, Frequency Limitation Benefits by code group (BW, exam, Pano/FMX, prophy, fluoride, sealant, crown, SRP, perio maintenance) and Other Benefits rows for limitations, deductibles and exclusions.
We write in Adjustments to Insurance Benefits and Insurance History.
What belongs to the individual patient is written separately from the Insurance Plan: what they have used, what remains, and their history.
What does this image show? (Open Dental Patient Information panel with Adjustments to Insurance Benefits)
The Patient Information panel at the top of the Open Dental Edit Insurance Plan window: relationship to subscriber, patient plan ID, order, eligibility last verified, the Hist button for Insurance History, and Adjustments to Insurance Benefits showing Ins Used and Ded Used for the benefit year.
What does this image show? (Open Dental Insurance History window with last procedure dates)
The Open Dental Insurance History window, where the last date of each procedure category is recorded: bitewing, FMX/Pano, exam, prophy, perio scaling by quadrant, perio maintenance and full mouth debridement. Open Dental uses these dates to apply frequency limitations.
What does this image show? (Open Dental Insurance Remaining grid with annual max, deductible and remaining benefits)
The Family Insurance and Individual Insurance grid in the Open Dental Treatment Plan Module: annual max and family deductible, then individual annual max, deductible, deductible remaining, insurance used, pending and remaining benefits for the primary plan.
We upload verification sources and full patient history in the Imaging Module.
Every verification leaves its documents on the patient in Open Dental in the Image Category you choose, for example Insurance.
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 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? (Open Dental Appointment Note marked INS VER)
The Open Dental Appointment Note field with "INS VER" written at the start of the note, 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.