Our locations run different practice management systems. Does that matter?

No. ScoutIQ reads and posts to 59 practice management systems, general and specialty, including Dentrix, Eaglesoft, Open Dental, Curve, CareStack and Denticon, and maps them onto one model so collection rate means the same thing at every office. A system that is not supported yet is usually added in 2 to 3 weeks.

How much insurance posting does ScoutIQ take off the group?

95% of insurance payments match with no human review. ERAs, paper EOBs, payer portal remittances and virtual cards are read at every location, posted claim line by claim line to that office’s system and matched to the deposit. Short pays and denials go to the biller who owns that location, with the payer’s reason and the days left to appeal.

Can each location keep its own rules?

Yes. Reminder timing, channels, thresholds, who answers patient replies, payment plan terms and the card surcharge are set per location. Most groups set one standard and let offices adjust. Access is set by role and location too: owners see every office, office managers see their own, and the billing team gets the queue for the locations it covers.

Will our compliance team sign off?

ScoutIQ is HIPAA compliant and signs a Business Associate Agreement with every customer. Data is encrypted in transit and at rest and hosted in the United States, access is set by role and location, and every access is logged.

Our practices and the MSO are separate legal entities. Does that work?

Yes. Each practice entity and the management company keep their own books, bank accounts and month-end close. ScoutIQ flags a deposit that landed in another entity’s account, books what one entity owes another on both sides so it nets to $0.00 across the group, and needs three different people to prepare, review and approve each close. Every step is kept in a hash-chained record your auditor can check.

How long does a rollout take, and what happens when we acquire?

ScoutIQ is live in 48 hours, whether you run one location or several, and you keep your PMS: nothing to switch and nothing to migrate. The largest DSOs, with many different systems, can roll out in phases. Each acquisition joins the same model on the system it already runs and is comparable with the rest of the group from its first day.

What results have groups seen?

Gulf Coast Endodontics, four offices around Houston on EndoVision, recovered $49,983 of old patient balances, raised its net collection rate to 99.7% from 93.1%, and posted 1,622 of 1,624 payments with no keying, measured in its own records. On its own volumes, Patient Billing is worth $143K a year across the four offices.

Dental billing automation for DSOs and multi-location groups.

Insurance posted, patient balances collected and every location reconciled to the bank and the books, across every practice system the group runs. One set of numbers for the whole group.

Book a demo See how it works

Lakeview Dental Group This week, every location5 locations, 4 systems

Downtown Dentrix94%Reconciled
Lakeview Open Dental95%Reconciled
Westside Eaglesoft93%Reconciled
North Dentrix92%Reconciled
Market St. Acquired this month · CurveJoining, live in 48 hours

94% matched across the group83 to billers, reason attached

Illustrative group, sample data.

Proven in practice

Of insurance payments matched with no human review: 95%; Historical customer numbers
Practice management systems, one set of numbers: 59; General and specialty
Old patient balances recovered across four offices: $49,983; Gulf Coast Endodontics, Houston
Net collection rate: 99.7%; Up from 93.1%; Gulf Coast Endodontics, Houston

See the group results

Insurance posting at the size of the group.

Insurance is the largest block of billing work in a group, and the one that changes most from office to office. ScoutIQ reads every remittance at every location and posts it. 95% match with no human review.

Every door, every location ERAs from your clearinghouse, paper EOBs through a ScoutIQ PO Box, payer portals and virtual cards land in one queue.
Posted to each office’s own system Claim line by claim line, into Dentrix at one office and Open Dental or Eaglesoft at the next, and matched to the deposit.
Only the exceptions reach a person Short pays and denials arrive with the payer’s reason and the days left to appeal, routed to the biller who owns that location.

Insurance payments this week, by location Read, posted and matched to the bank
Location	Payments	Matched, no review	To a biller
Downtown Dentrix	412	94% · 389	23
Lakeview Open Dental	356	95% · 338	18
Westside Eaglesoft	298	93% · 277	21
North Dentrix	264	92% · 243	21
Group	1,330	94%	83

What reached a biller, each with the reason

Short payDelta Dental paid $112.00 under contract · Downtown74 days left to appeal
DenialSubscriber information missing · NorthAppeal drafted, 88 days left
No claimEFT line with no claim in Open Dental · LakeviewSent to the office manager

Illustrative group, sample data. ScoutIQ starts once the payer has paid or denied; claims are still submitted from your practice system.

Three practice systems. One set of numbers.

ScoutIQ puts every practice system on the same definitions, so collection rate means the same thing at every office.

$1.24Mthis month, up 6%

Downtown Dentrix$368K
Lakeview Open Dental$332K
Westside Eaglesoft$296K
North Dentrix$244K

What Atlas makes of it

North collected $244K, the least of the four, while its production slipped only 3%. 52 of its insurance claims, $63,000, are waiting on subscriber information.

Flagged for the group owner and North’s office manager

Illustrative group, sample data. Built from your PMS, bank and accounting, the same numbers your accountant sees.

Every location, tied out to the bank and the books.

ScoutIQ follows each payment from the posting in that location’s practice system to the deposit in its bank account to the entry in QuickBooks or Xero. Whatever does not tie out gets a name, a location and an owner.

September 2026 close, Lakeview Dental Group

Collect
Verify at the bank
Book it
Name the exceptions

Running the close

Checking…

Step 4 of 4: Name the exceptions

Not close ready

$11,939.02

4 open items, 2 material

Payments tied out

1,408 of 1,412

Bridge to the bank feed

$0.00

Insurance paymentsPMS posted

Has an open amountEFT$162,310.00
Has an open amountCheck$41,850.00
Tied outVirtual card$21,800.00

Patient paymentsPMS posted

Tied outCard$118,240.00
Tied outText-to-pay$31,600.00
Has an open amountCheck$29,180.00
Tied outCash$17,400.00

Tied outHas an open amount

Posted in September$422,380.00

Group total

PMS posted: $422,380.00
Bank verified: $416,277.60
Booked: $409,140.00
Open: $11,939.02

PMS posted$422,380.00
Bank verified$416,277.60
Booked$409,140.00
Open$11,939.02

Drawn to scale. Open is 2.8% of what was posted, in 4 items with an owner.

By payment type	PMS posted	Bank verified	Booked	Open
Insurance	$225,960.00	$221,147.60	$218,930.00	$11,016.58
Patient	$196,420.00	$195,130.00	$190,210.00	$310.00
Suspense	·	·	·	$612.44
Group total	$422,380.00	$416,277.60	$409,140.00	$11,939.02

By location

DowntownClose ready
Dentrix · $128,410.00 posted
$0.00 open
LakeviewAttention
Open Dental · $112,980.00 posted
$4,812.40 open
WestsideReview
Eaglesoft · $96,330.00 posted
$310.00 open
NorthAttention
Dentrix · $84,660.00 posted
$6,816.62 open

Open items, each with an owner

Delta Dental EFT in the bank, not yet posted
$6,204.18Material
Dana K., BillerNorth2 days
Aetna check posted, never deposited
$4,812.40Material
Luis P., Office managerLakeview26 days
Unidentified bank credit
$612.44
Sam T., ControllerNorthIn research
NSF not reversed
$310.00
Rosa M., Office managerWestside14 days

Unattributed cash is never spread by percentage. Nothing is plugged to make the month close.

Illustrative reconciliation, sample data. Every row and column adds up.

One standard for the group. Room for each office.

Set the rules once for the group and let each office adjust what it needs. Everyone sees the locations and the work their role covers.

Rules, per location

Timing, channels, thresholds, payment plan terms, the surcharge and who answers patient replies.

Rule	Group standard	North
Reminders start	Day 1	As the group
Channels	Text, email, mail	Text and emailAdjusted
Payment plans	Up to 6 months	Up to 12 monthsAdjusted
Card surcharge	Off	As the group
Patient replies answered by	Central billing	Office managerAdjusted

Illustrative, sample rules.

Access by role and location

Each person gets the locations and the list their job covers.

Owners and leadership Every location, the morning briefing and the Monday recap, and any question about any office.
Office managers Their own location and what was flagged there.
Billing team The daily queue of denials, underpayments and claims missing information, with the appeals drafted.
Front desk The patients to call, ranked.

HIPAA, a BAA with every customer, access loggedSecurity

Live in 48 hours. Acquisitions too.

See all 59 practice systems

Step 1 Connect Guided onboarding links each location’s practice system, bank and books. Keep your PMS: nothing to switch, nothing to migrate.
Step 2 Live in 48 hours One location or several, mixed systems and all. The largest DSOs, with many different systems, can roll out in phases.
Step 3 Every acquisition A new office joins the same model on the system it already runs, and compares with the rest of the group from its first day.

Measured at a four-office group. First live at a 230-location DSO.

Gulf Coast Endodontics runs four offices on EndoVision. Every figure is measured in its own ledger and ScoutIQ payment records, against as many open days before ScoutIQ.

Four endodontic offices · EndoVision

$49,983 of old balances recovered across four offices

Four endodontic offices on EndoVision, with ScoutIQ card terminals at every desk, reminders on balances 31 days and older, and payments that post themselves.

net collection rate: 99.7%; up from 93.1%
more overdue balances paid, $53,299: 16x; from $3,406
overdue families paid, 21 times as many: 411; up from 19
payments posted to EndoVision with no keying: 1,622 of 1,624

Worth to the practice

$143K a year, 2,065 staff hours back

Running:Patient Billing Automation

Read the Gulf Coast Endodontics case study

Specialty1 Partners

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. 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

“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.”

Dr. Mark Haddad Endodontist · Co-founder, Specialty1 Partners and ScoutIQ AI

Results vary by practice. Yearly value is worked out on the practice’s own volumes. Estimate it for your group.

With every ScoutIQ account

First 30 days free : Run it on your own data first
Live in 48 hours : Guided onboarding. Keep your PMS, nothing to switch
Keep your systems : No change to your PMS, bank or books
White-glove support : Setup and training for your whole team
HIPAA compliant : BAA signed with every customer

What is dental billing automation for a DSO?

Software that takes billing work off every office in a group, the back half of dental revenue cycle management: it reads and posts insurance payments to each location’s practice management system, collects patient balances, reconciles each location to the bank and the books, and reports the group on one set of numbers, from production to net collection rate. ScoutIQ does this across 59 systems and goes live in 48 hours.

A few questions.

No. ScoutIQ reads and posts to 59 practice management systems, general and specialty, including Dentrix, Eaglesoft, Open Dental, Curve, CareStack and Denticon, and maps them onto one model so collection rate means the same thing at every office. A system that is not supported yet is usually added in 2 to 3 weeks.
95% of insurance payments match with no human review. ERAs, paper EOBs, payer portal remittances and virtual cards are read at every location, posted claim line by claim line to that office’s system and matched to the deposit. Short pays and denials go to the biller who owns that location, with the payer’s reason and the days left to appeal.
Yes. Reminder timing, channels, thresholds, who answers patient replies, payment plan terms and the card surcharge are set per location. Most groups set one standard and let offices adjust. Access is set by role and location too: owners see every office, office managers see their own, and the billing team gets the queue for the locations it covers.
ScoutIQ is HIPAA compliant and signs a Business Associate Agreement with every customer. Data is encrypted in transit and at rest and hosted in the United States, access is set by role and location, and every access is logged.
Yes. Each practice entity and the management company keep their own books, bank accounts and month-end close. ScoutIQ flags a deposit that landed in another entity’s account, books what one entity owes another on both sides so it nets to $0.00 across the group, and needs three different people to prepare, review and approve each close. Every step is kept in a hash-chained record your auditor can check.
ScoutIQ is live in 48 hours, whether you run one location or several, and you keep your PMS: nothing to switch and nothing to migrate. The largest DSOs, with many different systems, can roll out in phases. Each acquisition joins the same model on the system it already runs and is comparable with the rest of the group from its first day.
Gulf Coast Endodontics, four offices around Houston on EndoVision, recovered $49,983 of old patient balances, raised its net collection rate to 99.7% from 93.1%, and posted 1,622 of 1,624 payments with no keying, measured in its own records. On its own volumes, Patient Billing is worth $143K a year across the four offices.

Go deeper

Bring your PMS list. See the whole group.

See ScoutIQ on your own locations in a 30-minute demo.Live in 48 hours, one location or the whole group.

Book a demo

Includes a free 30-day trial on your own data.

Rather talk to a person? (415) 707-8837

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Last reviewed October 13, 2026