New patient to first appointment
1
Signup / portal invite
2
Insurance eligibility
3
Treatment plan
4
Checkout
5
Ledger posting
Workflows
1DentalAI connects intake, eligibility, clinical documentation, treatment follow-up, RCM, and analytics with source evidence and human review.
Signup / portal invite
Insurance eligibility
Treatment plan
Checkout
Ledger posting
EDI 270 check
Benefit evidence
Claim submission
ERA posting
Denial appeal
AI scribe transcript
CDT suggestions
Provider review
Note signed
Audit trail
Connect existing PMS
Extract patient data
Map schema
Import records
Go live
A walkthrough can be matched to your PMS, payer mix, phone setup, and practice size.
Sign up for onboarding