Which Open Dental practices use ScoutIQ?

Two of ScoutIQ’s published case studies run on Open Dental. Polish Dentistry in Houston and Todaro Dental in Livonia, Michigan both run Insurance Billing, Patient Billing and AI Analytics. Each case study shows the full numbers and how they were measured.

Does ScoutIQ post card payments taken at the desk into Open Dental?

Yes. At Todaro Dental, card terminal, online, phone and card-on-file payments all post to Open Dental with no keying, 546 of 546, and refunds go back to the card.

Does ScoutIQ replace Open Dental?

No. Open Dental keeps the schedule, the chart and its open database. ScoutIQ works alongside it: payments land in Open Dental on their own, and the front desk has nothing new to learn.

Open Dental billing automation: Keep Open Dental. Automate the money.

Open Dental is open source, and its data is yours to use. ScoutIQ puts it to work: insurance posted from every ERA and paper EOB, patient payments posted with no keying, and the bank and books reconciled. Two of ScoutIQ’s measured customers run on Open Dental.

Book a demo What syncs from Open Dental

Open Dental

ScoutIQ

Read from Open Dental, continuously

Production and collections
Patient balances
Claims and statuses
Appointments
Provider metrics

Posted by ScoutIQ

Insurance payments and write-offs
Claim notes and statuses
Patient payments
Journal entries in QuickBooks, NetSuite or Sage Intacct

Every change logged, attributed and reversible

Does ScoutIQ integrate with Open Dental?

Yes, and two of ScoutIQ’s measured customers run Open Dental. At Todaro Dental in Livonia, Michigan, 98% of electronic insurance dollars matched automatically and 330 insurance claims posted into Open Dental from the EOBs. At Polish Dentistry in Houston, 146 of 147 online payments posted to Open Dental with no one keying them. ScoutIQ reads Open Dental’s ledger, claims and schedule as they change, posts insurance and patient payments into it, and reconciles each deposit to the bank and QuickBooks or Xero. Most Open Dental practices are live in 48 hours.

What ScoutIQ syncs from Open Dental

A continuous sync, not a nightly export, so reports and Atlas reflect today’s numbers. Results go back into the ledger your team already uses.

Production and collections: Gross production, adjustments and collections per provider, procedure and location, reconciled against each other.
Patient balances: Live balances and how long each has been owed, behind auto-collect, payment plans and follow-up.
Claims: Claim status and history, so EOB lines post to the right claim and denials have a home.
Appointments and schedule: Schedule and reappointment data for hygiene gaps and unscheduled treatment.
Provider metrics: Production and collections per provider, comparable across the team and across locations.
One model across systems: The same fields and the same meaning as every other supported PMS, so mixed groups read as one.

How the Open Dental integration works

1
Connect
Guided onboarding links the PMS. Most practices and groups are live in 48 hours.
2
Map
Your data lands in one model, comparable across locations even when they run different systems.
3
Automate
Posting, patient follow-up, reconciliation and reporting run on your live PMS data.

Where Open Dental’s ERA posting stops

The ERAs it cannot see
Open Dental can post ERAs from enrolled payers. Paper EOBs, portal PDFs and virtual card remittances have no 835 file, so they never reach it. ScoutIQ AI reads those too and posts them into Open Dental the same way.
The cases left for a person
An ERA that matches no claim, a line paid on a different code, a secondary or a takeback still lands on someone’s desk in Open Dental. ScoutIQ AI posts the clean cases and sends the rest to a queue with the reason.
Posting is not the bank
An auto-posted ERA still has to be matched to its EFT. At Todaro Dental on Open Dental, 98% of electronic insurance dollars matched automatically, and the 7 deposits that did not had reached the bank but were never posted.

Measured on Open Dental, in two practices

Polish Dentistry, one office in Houston, runs Insurance Billing, Patient Billing and AI Analytics on Open Dental and recovered $20,475 of old patient balances with Patient Billing. Todaro Dental, one office in Livonia, Michigan, runs all three ScoutIQ modules on Open Dental: days in A/R fell 28%, from 18.6 to 13.3, card payments keyed by hand at the desk went from about 122 a month to none or one, and the books reconcile four ways at 96%. Both are measured in the practice’s own Open Dental records and ScoutIQ’s payment records.

HIPAA compliant, BAA with every customer
Encrypted in transit and at rest
Every change logged and reversible
Nothing new to learn at the front desk
All 59 practice systems

Open Dental integration FAQ

Two of ScoutIQ’s published case studies run on Open Dental. Polish Dentistry in Houston and Todaro Dental in Livonia, Michigan both run Insurance Billing, Patient Billing and AI Analytics. Each case study shows the full numbers and how they were measured.
Yes. At Todaro Dental, card terminal, online, phone and card-on-file payments all post to Open Dental with no keying, 546 of 546, and refunds go back to the card.
No. Open Dental keeps the schedule, the chart and its open database. ScoutIQ works alongside it: payments land in Open Dental on their own, and the front desk has nothing new to learn.