Back office · Insurance

Insurance on Autopilot.

Verification, claims, denials, posting — the whole cycle runs itself. Your team watches the money land.

100%verified before the visit
24hwalkout to filed
0payer portals opened
claim #4821 · liveMaya R. · crown #30 · Delta PPO
  1. 271Eligibility verifiedDelta Dental PPO · active
  2. 837DClaim draftedD2740 · crown, tooth #30
  3. 277Submitted · acceptedclearinghouse ack · 4:02 pm
  4. CARC 16Denied — missing attachmentradiographs requested
  5. APPEALRecoveredbitewings attached · refiled
  6. 835Posted to the ledger$642 · auto-reconciled
Paid +$642 · 9 days, zero touches
Eligibility · Overnight

Verified Before They Sit Down.

Tomorrow’s patients are verified while you sleep. No portals, no hold music.

  • Runs overnightEvery patient on tomorrow's book, checked by 6 am.
  • Live 271 answersReal payer data, not last year's fax-back.
  • Flags the trapsWaiting periods, downgrades, missing-tooth clauses surfaced.
  • Frequency limits caughtTwo cleanings already used? You know first.
verified · 271Maya R. · Delta Dental PPO
  • PlanDelta Dental PPOactive
  • Annual max$1,240left of $2,000
  • Deductible$50met
  • Preventive100%covered
  • Basic80%covered
  • Major50%covered
The estimator · Chairside

The Exact Number, Before the Drill.

Pick the procedure. The patient sees their exact portion — contracted fees, plan math, deductible — before treatment starts.

  • Contracted fees, not guessesYour fee schedule, per payer, per code.
  • Deductible-aware mathRemaining max and deductible applied live.
  • Signed chairsideA real number closes. “Roughly” doesn't.
estimate · live feesMaya R. · Delta PPO
  • D2740 — crown, porcelaintooth #30 · Dr. Park$1,285
  • Contracted write-offfee schedule adjustment−$412
  • Plan paysmajor · 50% after deductible−$580
Patient owes today$293
accepted · signed chairside
Claims · Same day

The Claim Files Itself.

Walkout to 837D in seconds. Attachments hook on by themselves.

  • Attachments hook themselvesX-rays, perio, narratives pulled straight from the chart.
  • Scrubbed pre-flightPayer edits run before submission, not after denial.
  • Filed same dayWalkout to clearinghouse before you lock the door.
837D · assemblingClaim #4821 · Maya R.
D2740 · crown, porcelain · #30$1,285
  • PWK·FXBitewing radiographs ×4
  • PWK·M1Narrative — medical necessity
  • PWK·P5Perio chart · 04/2026
  • PWK·P6Pre-op photo · #30
scrubbed · 0 errors · submitted 4:02 pm
Denials · Recovery

Denials Don’t Get to Age.

Every denial lands with its appeal already drafted. Pick a code — watch it map to the reason, the evidence, and the rung that pays.

  • Appeal drafted on arrivalEvery CARC maps to a ready-to-send letter.
  • Deadlines watchedTimely-filing clocks tracked per payer.
  • No quiet write-offsEvery adjustment carries a reason and a name.
98%clean-claim rate
12days in AR
31%of denials recovered
denial · #4821$642 at stake

Claim lacks a required attachment. The payer wants the radiographs before it will adjudicate.

  1. Tier 1Corrected claimbitewings attached · refiled same day
  2. Tier 2Written appealnarrative + payer's own policy language
  3. Tier 3Peer reviewescalation drafted, deadlines tracked
AttachedBitewing radiographs ×4 · pulled from chart
paid on tier 1 · $642 recovered · 9 days
Posting · EOB & ERA

The EOB Posts Itself — Even the Paper Ones.

Electronic remittances post the moment they land. And when a payer still mails a paper EOB, snap it with your phone — it's read and posted the same way.

  • ERA / 835 auto-postsEvery line matched to its claim; payments, adjustments and write-offs booked to the ledger the moment the remittance lands.
  • Paper EOBs, photographedA payer still mails paper? Snap it at the front desk — OCR reads it line-by-line and posts it exactly like an electronic one.
  • You touch only the exceptionsUnderpayments and denials get flagged and queued; everything that reconciles posts itself.
835 · postingERA #77120 · Delta Dental
Paper EOB · photographedread line-by-line at the front deskOCR ✓
  • #4821D2740 · crown$920$736adj $184
  • #4822D0220 · PA$32$32posted
  • #4820D4341 · SRP$228$0denied → appeal
posted · ledger reconciled · 1 flagged for review
The revenue cycle

Eight steps. One cycle. Zero new hires.

One automated pipeline runs the whole claim — each step owns its piece and hands off to the next. Nothing ages in a queue.

  • One job eachVerification feeds the estimate feeds the claim.
  • Works nightsThe queue is empty when you open.
  • Humans keep the edgesAnything unusual parks for your approval.
  • VerificationStep 01checking 14 of tomorrow's patients
  • Payer callsStep 02holding with Cigna so you don't
  • SubmissionStep 03filing 9 claims from today
  • ScrubbingStep 04fixed a missing tooth surface
  • EOB postingStep 05posting a $4,120 ERA
  • DenialsStep 06appealing CARC 16 · #4821
  • BillingStep 07sending 23 statements
  • AR follow-upStep 08chasing a 41-day claim
See it run on your data

Bring One Aging Claim.
Watch It Post Itself.

Twenty minutes: we verify the benefits, price the estimate, file the 837D, and post the money — live.

Questions

Answers before you ask.

The things practices want to know before switching — and how DocsDocs handles them.

How long does it take to switch?

Most practices are fully live in 2–4 weeks. A DocsDocs specialist runs the whole move on-site with you — we read your old system at the source, rebuild it in the cloud, and reconcile every record before go-live. No dark weekend, no re-keying.

Is my data safe and HIPAA-compliant?

Yes. Everything runs on HIPAA-aligned AWS infrastructure under a signed BAA, encrypted in transit and at rest, with access logging and continuous multi-region backup. It's a stronger posture than a server in a supply closet.

What if the internet goes down?

Modern practices run on the internet the way they run on electricity, and a simple LTE/5G failover keeps you online through most outages. Connectivity is far more reliable than a single on-site server that fails with no warning.

Do I need to buy new hardware?

No. DocsDocs runs in the browser on the Mac, PC, tablet or phone you already have — no server to rack, no closet box to patch. Add a location, a chair or a provider without racking anything new.

How do I get started?

Book a 20-minute demo on your real workflow, or send us a note and a real person on our team gets back to you — usually within one business day. Migration is free.

Still have a question? Contact us — a real person answers.
Contact usBook a demo →