Endodontics and oral surgery
AI billing automation for endodontists and oral surgeons.
- Insurance payments posted to TDO and WinOMS.
- Patient balances auto-collected and posted.
- Referrals and money owed answered by Atlas.
Dental and medical EOBs read and posted the same morning. Checks, EFTs and virtual cards matched to the bank. Patients texted, paid and posted. Every location reconciled before the first patient, on the system you already run.
Free 30-day trial, no commitment, live in 48 hours. A person on your team approves anything that moves money. Co-founded by an endodontist; first live in an endodontic and oral surgery DSO with 230 locations. Text or call (415) 707-8837.
Before your first patient 4 locations on TDO, done by 7:45 am
Sample data- 9 dental EOBs and 5 medical ERAs posted Delta, Aetna and BCBS, every line, into TDO$12,430
- 23 patient balances paid by text Posted to TDO on their own$3,860
- TDO, Chase and QuickBooks agree Checks, EFTs and virtual cards matchedReconciled
- 2 claims need a decision A short pay and a CO-197, appeal draftedReview
- Lakeview Family Dental went quiet In the referral report, check-in draftedSent
Four endodontic offices on EndoVision, measured in their own records. Case study
- $49,983
- old patient balances recovered across four offices
- 16x
- more paid on overdue balances, $3,406 to $53,299
- 99.7%
- net collection rate, up from 93.1%
Reads and posts to
- EndoVision
- PBS Endo
- WinOMS
and 53 more, including Dentrix, Open Dental and Eaglesoft
Why specialty billing is different
General dentistry tools assume a hygiene-driven schedule, one payer type and a system called Dentrix. An endodontic or oral surgery office breaks all three assumptions.
Every patient is a referral
A specialty practice lives on referring dentists. Production by referrer, volume by referring office, and the referrers who went quiet are the numbers that run the practice, and they sit in a PMS field most reporting tools never read.
Dental and medical payers
Oral surgery bills medical insurance alongside dental: different claim forms, different remittances, different rules. Two payer types means two piles of EOBs to post and two sets of deposits to match.
Systems most vendors skip
TDO, EndoVision, PBS Endo, WinOMS, OMSVision and DSN are built for specialists. Most billing automation is built for Dentrix and Open Dental and stops there.
Fewer claims, bigger claims
A specialty claim is worth many times a hygiene visit. One short payment or one unposted EOB is real money, and the fee on a virtual card for a large claim is worth tracking.
Insurance Billing Automation
Dental and medical, posted the same morning.
An oral surgery office gets two kinds of remittance. An endodontic office gets fewer, larger ones where a single short payment is worth a phone call. ScoutIQ AI reads both payer types line by line and posts them into the specialty system you run.
- Dental EOBs and medical ERAs land in one queue, whatever door they came through: mail, clearinghouse, payer portal, virtual card notice.
- Every line posted per procedure to TDO, WinOMS, OMSVision, EndoVision, PBS Endo or DSN: paid amount, contractual write-off, patient portion, claim status.
- Checks, EFTs and virtual cards matched to the bank deposit. Virtual cards processed with the fee tracked, so you can see what each payer costs you.
- Short payments and denials pulled out with the reason code attached, into a queue with an owner, before the appeal window closes.
Based on historical customer numbers, 95% of insurance payments match their EOB with no human review. The rest are flagged, not posted wrong.
How insurance billing automation works- Posted to TDO
Delta Dental
Dental EOB · D3330 molar root canal
Check 4471 · $1,180.00
- Posted to WinOMS
Aetna
Medical ERA · CPT 41899
EFT · $2,640.00
- Processed and posted
Cigna
Dental EOB · D7240 impacted third molar
Virtual card · $960.00 · fee $28.80 tracked
- Short pay · for review
MetLife
Dental EOB · D3410 apicoectomy
Paid $410.00 of $640.00
- Appeal queue
UnitedHealthcare
Medical ERA · CPT 21248 implant
Denied · CO-197 no prior authorization
3 posted on their own · 2 for a person, with the reason attached
These five: $4,780
Northside Endodontics
Text message
- Posted to the TDO ledger6:52 pm
- Booked to QuickBooks6:52 pm
- Matched to the Chase depositnext morning
Sample data
Patient Billing Automation
Patient balances, collected and posted without a statement run.
A specialty patient sees you once, maybe twice. The balance that is left after insurance has to be collected by text, paid on a phone, and posted to the ledger and the books on its own, or it ages into a write-off nobody had time to chase.
- A text with a pay link goes out the day the insurance posts and the patient portion is known, so the bill arrives while the visit is fresh.
- Payment plans sized to a specialty case, on rules you set once: minimum balance, installments, card on file.
- Every payment auto-posted to the patient ledger in your PMS and booked to QuickBooks, NetSuite or Sage Intacct. 99% reconcile with no human touch.
- Your name, your tone and instant opt-out. Every message reads like the office, not a collections agency.
- One standard across locations, with each practice free to override a rule.
AI Analytics + Atlas Assistant
Ask Atlas. Or let it tell you first.
Atlas is ScoutIQ AI's plain-English assistant for dental billing. It reads your PMS, your bank and your books every night, including the referral fields most reporting tools ignore, and answers in plain English. Then it starts the conversation itself.
Try a question
You asked
Which referring offices sent fewer cases this quarter?
- Lakeview Family Dental 14 cases · -9 vs last quarter · $31,400
- Bright Smiles Dentistry 22 cases · +3 vs last quarter · $48,900
- Cedar Park Dental 6 cases · -7 vs last quarter · $12,100
- Harbor Dental Group 19 cases · 0 vs last quarter · $41,200
| Referring office | Cases | vs last quarter | Production |
|---|---|---|---|
| Lakeview Family Dental | 14 | -9 | $31,400 |
| Bright Smiles Dentistry | 22 | +3 | $48,900 |
| Cedar Park Dental | 6 | -7 | $12,100 |
| Harbor Dental Group | 19 | 0 | $41,200 |
Two offices dropped. The check-in note below is drafted for Dr. Patel; Dr. Kim’s is queued behind it. Both are on Thursday’s referral report.
Drafted for your approval
To Dr. Patel, Lakeview Family Dental: “We noticed fewer cases from your office this quarter and want to make sure our reports and turnaround are working for you and your patients. Could we set up fifteen minutes this week?”
Sample data
Before you ask, Atlas already did
7:00 am brief in your inbox
What was posted, matched and collected overnight, per location, and the three things worth a look before the first patient.
Alerts before the month end does
A referring office that went quiet, a location whose collections dipped, an unposted backlog growing, a payer denying more than usual.
What is owed, in your inbox
Dental and medical split, by location and payer, with how long each balance has been open and who owns it.
Outreach drafted, waiting for approval
Patient reminders and referrer check-ins written from your data. One tap sends; nothing goes out on its own.
The specialty systems, connected
ScoutIQ AI posts to 59 practice management systems. These are the ones an endodontic or oral surgery group runs.
Endodontics
- TDO
- EndoVision
- PBS Endo
Oral surgery
- WinOMS
- OMSVision
- DSN
Mixed specialty groups
- Eaglesoft
- Sensei Cloud
- Denticon
Plus QuickBooks, Xero, Sage Intacct and NetSuite for the books, and 12,000+ banks for deposits.
Running a system that is not listed? ScoutIQ AI integrates it in 2 to 3 weeks.
See every integrationSpecialty1 Partners
ScoutIQ AI started in this specialty. Dr. Mark Haddad co-founded Specialty1 Partners, grew it to 230 locations, and built ScoutIQ AI to fix the billing problem he could see from that seat. Dr. Lauren Santos grew up in her father's four-location oral surgery practice. Specialty1 was the first group live.
- Specialty
- Endodontics and oral surgery
- Scale
- One of the three largest endodontic and oral surgery DSOs in the country, with 230 locations
- Connection
- Co-founded by Dr. Mark Haddad, endodontist and co-founder of ScoutIQ AI
Measured at Gulf Coast Endodontics, four endodontic offices on EndoVision, against as many open days before ScoutIQ.Read the case study
- old patient balances recovered across four offices
- $49,983
- more paid on overdue balances, $3,406 to $53,299
- 16x
- net collection rate, up from 93.1%
- 99.7%
- less owed by patients, $658K to $519K
- 21%
- of 1,624 payments posted to EndoVision with no keying
- 1,622
“Oral surgery bills medical and dental, and for years that meant two piles on the biller’s desk. ScoutIQ AI posts both the same morning and matches every deposit to the bank. Our office manager spends her day on patients now, not on paper.”
“We connected ScoutIQ AI once, and every clinic was live within 48 hours. Payments now post, collect and reconcile on their own, and our leadership sees every office’s numbers in one place.”
What is billing automation for an endodontic or oral surgery practice?
Software that does the billing work a specialty office does by hand: reads every dental and medical EOB and posts it to the practice management system, matches checks, EFTs and virtual cards to the bank, collects patient balances by text, reconciles practice, bank and books, and reports on referring dentists, on TDO, WinOMS, OMSVision and the other specialty systems.
A few questions.
Yes. ScoutIQ AI posts to TDO, EndoVision and PBS Endo for endodontics and to WinOMS, OMSVision and DSN for oral surgery, alongside the general dentistry systems a mixed group runs (Dentrix, Open Dental, Eaglesoft, Sensei Cloud, Denticon and others, 59 in all). A system that is not on the list is integrated in 2 to 3 weeks.
Yes. Oral surgery practices bill medical payers for many procedures. ScoutIQ AI reads medical EOBs and ERAs the same way it reads dental ones, posts them to the patient ledger in the PMS, and matches the deposit to the remittance. Both payer types land in one queue.
Yes. Atlas reads the referral fields your PMS already keeps and answers in plain English: production by referring office, referral volume by quarter, and which referrers sent fewer cases than last year. It also flags a referrer who goes quiet before the quarter ends, and drafts the check-in note for you to approve.
Once the insurance payment posts and the patient portion is known, ScoutIQ AI texts the patient a pay link and a payment plan option on rules you set. Payments post to the patient ledger in your PMS and are booked to QuickBooks, NetSuite or Sage Intacct on their own; 99% reconcile with no human touch. Messages carry your practice name and opt out instantly.
Yes. ScoutIQ is live in 48 hours on the system the practice already runs, with a free 30-day trial on their own data and no commitment. Multi-location specialty groups and DSOs run the same platform with one standard across locations.
General dentistry and specialty practices, from single locations to large DSOs. Endodontics and oral surgery get the deepest support: their specialty PMS, medical payers and referral analytics.
Insurance billing automation is priced as a percentage of the insurance collections that flow through ScoutIQ AI, with a fixed price available depending on volume. Patient billing automation and analytics with Atlas are priced per seat and per location, with volume tiers. Quotes are per practice or group; a demo on your own data shows the price.
Go deeper
- Product Insurance Billing Automation The full chain: EOBs captured and read, payments posted and matched, books reconciled. See the product
- Guide How to automate dental insurance payment posting The seven steps from remittance to reconciled ledger, and what to measure weekly. Read the guide
- Integrations 59 practice management systems Every system ScoutIQ AI connects to, plus accounting, banking and payroll. See the integration
- Pricing How ScoutIQ AI is priced Quoted per group: your locations, the products you run and your volume, with 30 days free. Read more
- Guide Posting paper EOBs and checks The daily workflow for paper EOBs and checks, and the options: scanning in-house, a lockbox or a PO box. Read the guide
- Guide Finding dental insurance underpayments Compare what payers allowed to your fee schedule, tell write-offs from short pays, and appeal. Read the guide
- Guide Dental virtual card fees What virtual cards cost a practice, and how to ask payers for a bank transfer instead. Read the guide
- Customer results Gulf Coast Endodontics Four endodontic offices on EndoVision: old balances recovered and nearly every payment posted with no keying. Read the results
See it on your own cases.
A 30-minute demo on your EOBs, your deposits and your referrers, on TDO, WinOMS or whatever you run. Then a free 30-day trial, no commitment, measured on your numbers.
- Live in 48 hours
- Free 30-day trial, no commitment
- A person approves anything that moves money
Last reviewed