Keep your practice software. Add the business procedures around it.

Under HIPAA, eligibility checks (X12 270/271) and dental claims (X12 837) are federal standard transactions, the same no matter which practice software a practice runs. That's why DentalIQ can ask the payer directly instead of going through your practice software.

Source: CMS, Adopted Standards and Operating Rules

1. 1Export your patient list. From your practice software, as a CSV or Excel file. Downloadable Excel templates are available too.
2. 2Import it into DentalIQ. DentalIQ matches the columns by name (chart number, date of birth, primary insurance, recall interval and so on). Your team checks or fixes the mapping and previews the result before anything is imported. It brings in names, chart ID, date of birth, phone, email, insurance carrier, member and group numbers, last visit, next recall date, recall interval, provider, status and notes. The payer ID, address and policyholder details are added on the patient record.
3. 3Visits in DentalIQ. Appointments you want DentalIQ to check and track are added in DentalIQ. Checking a patient out updates their last visit, and RecallIQ can book from its call log.
4. 4Insurance and claims go to the payer. Eligibility checks and claims go through Stedi, the clearinghouse, so the answer comes from the payer rather than from whatever was last typed into your practice software. DentalIQ reads the payer's answer in code (coverage, dates, limits); the AI only writes the plain-language summary.
5. 5Copy back into your practice software. Insurance check results, approved clinical notes and claim payment postings each have a copy button, ready to paste into your practice software. Treatment plans are printed.

• There's no live, two-way sync with Open Dental, Dentrix or Eaglesoft, and nothing is written into your practice software automatically.
• There's no schedule import yet: appointments you want DentalIQ to check and track are entered in DentalIQ as well as in your practice software.
• Patients added in your practice software since your last import come in with the next export. Re-importing updates patients already on file instead of duplicating them.
• It doesn't replace your schedule, charting, ledger or imaging.

Once the patient list is in, every module works from the same patient record: InsureIQ's checks feed AcceptIQ's estimates and BillingIQ's claim checks, and visits checked out in DentalIQ keep RecallIQ's overdue list current.

The import and copy-back work the same on every plan. Which modules you get depends on the plan, from $599/month. See all plans.

• Dental insurance verification (InsureIQ)
• Dental claim denials (BillingIQ)
• Trust & safety: how DentalIQ handles data