ScoutIQ 2.0 Now Available

Connect every system.
Automate patient & insurance billing.

One AI-powered platform across your PMS, accounting, banking and payroll, with every location in one view. Patient balances collected, EOBs posted, every payment reconciled.

Book a DemoTalk to us: (415) 707-8837

Every location, every year: $27K–$79K in cash recovered and staff time returned, and 20% fewer days waiting to get paid.*

HIPAA Compliant
58 PMS, plus accounting, banking and payroll
1 day onboarding
Live

Reconciliation complete: 42 insurance EOBs and 61 patient payments matched across Dentrix and Xero today.

Net Collections
$1.24M
12.7%vs Jun
Outstanding A/R
$402K
$45Kover 90 days
Claims Acceptance
98.2%

Net collections by month

ActualTarget
$1.24M
MarAprMayJunJulAug
Atlas

Anomaly, North location collections are 32% below average this week.

Why is A/R up this week?
A/R is up 17% (+$63K) versus last week while collections stayed flat, almost entirely insurance claims, not patient balances.
Root cause: 52 claims at North are stuck in Missing subscriber info for 10+ days.

Today's posted activity

Patient payments & insurance EOBs
SourceFromDetailPosted to PMSAmount
InsuranceDelta DentalEOB · 18 claimsSynced$12,480.00
PatientJ. AlvarezCard ···4821Synced$340.00
InsuranceAetnaEOB · 6 claimsNeeds review$2,940.00
PatientM. OkonkwoACH ···9930 · 3 of 6Synced$185.00

Try it: switch views in the left rail, or ask Atlas a different question.

*Based on historical customer numbers, per location, at a practice collecting $100,000 a month on a 92% net collection rate, the same basis as the ROI calculator. Results vary by practice size, PMS configuration, and implementation. Dashboard shown with sample data.

Two kinds of money owed.
One system that collects both.

Patients owe you balances. Insurance owes you payments on claims. ScoutIQ chases, posts, and reconciles both, so every dollar owed to your practice ends up in your books, not in a pile.

From patients

Balances get paid without the chase, and post themselves

No more statement runs and awkward phone calls. Reminders, payment plans, and posting all happen on their own.

Balance reminder texted with a payment link
Patient pays from their phone in 30 seconds
Payment auto-posts to your PMS and books to your GL
Patient Billing Automation
From insuranceNew

EOBs post themselves, and match the money

Nobody should spend their afternoon typing EOBs into the PMS. ScoutIQ reads them, posts them, and ties every payment out to the bank. 90–92% of payments match without human review.

EOB arrives by upload, PO Box, or clearinghouse
ScoutIQ reads it and posts every claim line
Checks, EFTs & virtual cards matched to the EOB, booked to your GL
Insurance Billing Automation

Every dollar traced the whole way: owed → collected → posted → reconciled in your books.

See it on your own books

You didn't buy a practice
to fight spreadsheets.

Fragmented systems, manual workflows, and limited visibility are silently draining your margins.

Disconnected Legacy Systems

Data is trapped in silos. Your PMS doesn't talk to your accounting software, forcing hours of manual data entry every week.

Uncollected Revenue

Denied claims and patient balances that nobody chased are the two leaks manual follow-up cannot close. Closing them is worth $27K–$79K a year, per location, in recovered cash and staff time.

Leakage Detected

Manual Workflow Fatigue

Your front desk is overwhelmed chasing payments and scheduling recall instead of focusing on the patient experience.

Worth per location, per year: $27K–$79K, including 306–939 staff hours returned

See how it works

One assistant across your entire billing stack

Insurance posted, patient balances collected, both sides reconciled into your PMS, in under two minutes.

One assistant across your entire billing stack

What happens in the video

Fifteen hours a week goes into billing by hand, and treatment you delivered last month is still sitting at 34 days in A/R.
Ask in plain English and Atlas answers from live data, this month collected, what got denied, how clean the claims went out.
EOBs and ERAs are read, matched to claims and posted automatically. The clean ones go through; the short-pays get held for a human instead of slipping past.
Balances go out by text with a plan attached, and payments post themselves. Nobody at the front desk works a follow-up list.
Insurance and patient money reconcile together, matched to the deposit, written back to the PMS and the ledger, with nothing keyed twice.
More of what you produced actually collected, hundreds of staff hours back, cleaner claims going out, and a connection that took a day.

Everything the back office does by hand,
done before you ask.

Real-time dashboards. Automated collections. AI that answers your questions. Everything your front desk needs to collect more with less effort.

Production This Month
Production This Month
$1.42M12%

Predictive Analytics

Track cash flow, A/R, production, and provider metrics in one AI-powered view.

Hygiene Production

2h ago

Daily average dropped by 15% due to 8 unallocated slots in schedule.

Payments Reconciled

Just now

142 payments processed automatically.

AI Highlights & Insights

Detect issues early with real-time alerts and smart recommendations to improve operations fast.

Show collections by provider
Report
Dr. Sarah$48,200
Dr. James$36,500

Insight: Dr. Sarah is trending 12% higher than avg.

AI-Business Co-pilot

Ask real-time business questions and get instant, data-backed answers from your AI.

Billing Rule
SMS Sent
Paid
Pay
Reconciled
PMSAcct
EOB In
Read
Posted
Matched
BankGL

Patient & Insurance Collections on Auto-Pilot

Patient outreach and payments on one rail, insurance EOBs auto-posted on the other. Every payment is matched and reconciled across your PMS, bank, and accounting.

Invoice #4029
$2,400
Pay Full
Payment Plan
Pay $2,400

Secure 256-bit encrypted

Today
$600
2
In 30 Days
$600
3
In 60 Days
$600

Flexible Payment Plans

Offer your patients flexible payment plan options and buy-now-pay-later to increase collections.

What it adds up to

Driving efficiency and revenue growth for dental practices

$27K–$79K

Cash recovered plus staff time returned*

per location, per year

306–939

Staff hours reclaimed*

per location, per year

20%

Fewer days in A/R*

and it holds

90%+ Auto-reconciliation and match rate

99.5% on patient payments · 90%+ on insurance remittance

99.99% Uptime

HIPAA compliant, encrypted in transit and at rest

24/7 White-glove support and training

Under 10-minute response times, onboarding in 24 hours, and free training for you and your staff

*Based on historical customer numbers, per location, per year, at a practice collecting $100,000 a month on a 92% net collection rate: $16K–$47K recovered, including the postage no longer mailed, and $11K–$32K of staff time returned on top of it, with days in A/R down 15% to 25%. Run it on your own numbers. Results vary by practice size, PMS configuration, and implementation.

Calculate your ROI

What ScoutIQ is worth to your practice

Every figure is a range, because the rates behind it have a conservative and an optimistic end.

3
$100,000/mo
92%

The benchmark is 98%. Most practices run 91–94%.

40 days
58%

Patient balances age; insurance pays or denies. A patient-heavy practice is worth more per dollar.

Cash recovered

$4,124 – $11,704

a month across 3 locations · a 1.3–3.7% collections lift, plus the postage you stop mailing

Staff time returned

$2,770 – $8,296

a month, at a $34/hr blend, worth this only if you remove or redeploy the hours

Total value

$82.7K – $240Ka year across 3 locations

$2,298 – $6,667 per location, per month

Hours back

27 – 81

per location, per month

Across the group

80 – 244

hours a month

Full-time equivalent

0.5 – 1.4 FTE

group-wide, against 173 productive hrs

Want this run on your own numbers?

Book a demo

Before and after

Collections on auto-pilot.
Everything in one system.

ScoutIQ connects the practice management systems, bank accounts, payment processor and accounting you already run, collects what patients and insurance owe you, reconciles all of it, and hands your team a queue of exactly who to follow up with today.

Without ScoutIQ

Reports and data

  • KPIs pulled together by hand for owners and managers
  • Reports from each system reconciled against each other to find the real number
  • Remote logins to every PMS, because none of them talk to each other

With ScoutIQ

Analytics + Atlas AI

Every location, PMS, bank account and payment processor in one live picture, reconciled as the money moves. Ask Atlas anything in plain English and it answers from the same data your accountant sees.

Without ScoutIQ

Patient collections

  • Calling and chasing patients for what they owe
  • Printing and mailing statements
  • Pre-collection letters printed and mailed as a second run
  • Refunds worked by hand
  • Patient payments reconciled manually

With ScoutIQ

Patient Billing Automation

Balances go out by text with a payment plan attached. Non-responders are worked automatically, pre-collection escalation is decided for you, and every payment posts itself back to the PMS and the ledger.

Without ScoutIQ

Insurance collections

  • EOBs posted claim by claim
  • Check deposits taken to the bank
  • Virtual cards keyed into a terminal
  • Payments matched back to the claim that earned them

With ScoutIQ

Insurance Billing Automation

Every EOB and ERA is read and posted to the claim. Checks, EFTs and virtual cards are matched to the remittance and booked to your GL, with denials and short-pays queued for a human.

306–939 hours a year, per location (6–18 a week)

Those hours back, plus $16K–$47K recovered a year, per location

See what that is worth on your numbers

Frequently Asked Questions

ScoutIQ is an AI-powered billing and analytics platform for dental practices and DSOs. It automates both sides of the money owed to a practice (patient balances and insurance payments): collections outreach, EOB reading and posting, payment matching, reconciliation across PMS and accounting systems, and real-time financial analytics with a natural-language AI co-pilot.

Solo dental practices, group practices (2–10 locations), and Dental Service Organizations (DSOs) managing 10+ locations. The common thread is a team that owns revenue cycle management, patient collections, or financial reporting and wants to automate those workflows without adding headcount.

ScoutIQ aggregates across every system a practice already runs, its practice management systems, accounting, banking and payroll, and does in one platform what those tools do separately. Everything Dental Intelligence and Jarvis Analytics give you on analytics, everything Pearly gives you on patient billing and payment plans, and everything Lassie and Zentist give you on EOB and remittance posting, in a single place, plus the reconciliation into your general ledger that none of them do. It is built agentic first and revenue cycle first, rather than analytics with billing bolted on, or scheduling with payments bolted on, which is what Weave, NexHealth and Vyne are.

Yes. ScoutIQ is HIPAA compliant and signs a Business Associate Agreement (BAA) with every customer that handles Protected Health Information. Patient data is encrypted in transit and at rest; access is logged and audited.

Single locations and multi-location groups under ten sites are typically live in 24 to 48 hours, with no change to the systems you already run. Larger DSOs take one to two weeks for initial setup, depending on how many different practice management systems are in the group, how much customisation is needed, and your own requirements.

Pricing is custom based on practice size, location count, and feature scope. Contact sales@scoutiq.ai or book a demo to get a quote tailored to your setup.

Explore the ScoutIQ platform

ScoutIQ unifies analytics, automated collections, and PMS integrations for dental practices and DSOs. Pick where to dig in next.

Product

AI Financial Analytics & Co-Pilot

Real-time multi-location dashboards, anomaly detection, and a natural-language AI co-pilot for dental RCM.

Read moreProduct

Automated Patient Billing & Collections

Reduce A/R days with automated SMS, email, and portal outreach, plus BNPL payment plans that post back to your PMS.

Read moreProduct

Insurance Billing Automation

EOBs read and posted to your PMS automatically, payments matched to bank deposits, and the books reconciled to your GL.

Read morePlatform

170 systems ScoutIQ connects to

Every practice management, accounting, banking and payroll system ScoutIQ reads, plus 12,000+ financial institutions.

Read moreCompare

ScoutIQ against the alternatives

Side by side with Pearly, Dental Intelligence, Lassie, Zentist, Jarvis and Weave on billing, analytics and reconciliation.

Read moreGuide

How to reduce dental A/R days

A 7-step operational playbook for dental practices and DSOs to cut days-in-A/R and recover written-off revenue.

Read more