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 A/R 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 24 hours. A person on your team approves anything that moves money. Founded by an endodontist; first live in an endodontic and oral surgery DSO past 237 locations.
- Insurance9 dental EOBs and 5 medical ERAs posted to TDO7:02 am · Delta, Aetna and BCBS, every line read and posted$12,430
- Checks, EFTs and virtual cards matched to Chase7:05 am · Card fees tracked, deposits to the cent$9,215
- 2 claims need a decision: a short pay and a CO-1977:20 am · Reason attached, appeal draftedReview 2 claims
- Patients23 patient balances collected7:40 am · Paid from a text, posted to TDO on their own$3,860
- BooksTDO, Chase and QuickBooks agree7:41 am · All 4 locations, reconciled to the centReconciled
- AtlasReferral report in your inbox7:45 am · Lakeview Family Dental went quiet; check-in draftedSent
- 12 patients ranked to chase today7:46 am · By balance, age and who picks up the phoneRanked
Reads and posts to
- TDO
- EndoVision
- PBS Endo
- WinOMS
- OMSVision
- DSN
- and 52 more, including Dentrix, Open Dental, Eaglesoft
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.
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
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, 90 to 92% of insurance payments match their EOB with no human review. The rest are flagged, not posted wrong.
How insurance billing automation worksRemittances this morning
5 of 21, as they came through the door
7:04 am · Sample data
- Posted to TDO
Delta DentalDental EOB · D3330 molar root canal
Check 4471 · $1,180.00
- Posted to WinOMS
AetnaMedical ERA · CPT 41899
EFT · $2,640.00
- Processed and posted
CignaVirtual card · D7240 impacted third molar
$960.00 · fee $28.80 tracked
- Short pay · for review
MetLifeDental EOB · D3410 apicoectomy
Paid $410.00 of $640.00
- Appeal queue
UnitedHealthcareMedical 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
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. No statement run, no envelope.
- 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 or Xero. 99.5% 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.
Atlas and AI analytics
Ask Atlas. Or let it tell you first.
Atlas is ScoutIQ AI's ChatGPT 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?
| 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.
The A/R report in your inbox
Dental and medical split, by location and payer, with the aging buckets and who owns each open item.
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 58 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
- Dentrix
- Open Dental
- Eaglesoft
- Sensei Cloud
- Denticon
- CareStack
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 integration.
Case study
Specialty1 Partners
ScoutIQ AI started in this specialty. Dr. Mark Haddad co-founded Specialty1 Partners, grew it past 237 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, past 237 locations
- Connection
- Co-founded by Dr. Mark Haddad, endodontist and co-founder of ScoutIQ AI
- of payments auto-reconciled, no human touch
- 99%
- of A/R collected on autopilot
- 30%
- net collection rate
- +2%
- fewer days in A/R in the first quarter
- 20%
- staff hours a year returned to patients
- 300+
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.
One connection, and every clinic was live in hours. In the first quarter we cut days in A/R by 20%, slashed write-offs and freed up 300+ staff hours per year thanks to automated collection and reconciliation. ScoutIQ has become the data nerve center of our organization and pays for itself many times over.
Frequently Asked Questions
Go deeper
The product, the guide and the systems behind this page.
Insurance Billing Automation
The full chain: EOBs captured and read, payments posted and matched, books reconciled.
Read moreGuideHow to automate dental insurance payment posting
The seven steps from remittance to reconciled ledger, and what to measure weekly.
Read moreIntegrations58 practice management systems
Every system ScoutIQ AI connects to, plus accounting, banking and payroll.
Read moreCompanyAbout ScoutIQ AI
Founded by an endodontist and an orthodontist whose father is an oral surgeon.
Read moreSee it on your own cases.
A 15-minute call, then a 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 24 hours
- Free 30-day trial, no commitment
- A person approves anything that moves money
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