WinOMS billing automation: Keep WinOMS. Automate the money.

WinOMS runs the schedule and the chart for many oral surgery practices. ScoutIQ takes on the money around it: dental and medical EOBs and ERAs posted per procedure, patient balances followed up by text, email and mail, and every payment posted to WinOMS and reconciled to the bank.

WinOMS

ScoutIQ

Read from WinOMS, 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 your books

Every change logged, attributed and reversible

Does ScoutIQ integrate with WinOMS?

Yes. WinOMS, Carestream Dental’s system for oral and maxillofacial surgery practices, is one of the 59 systems ScoutIQ connects to. ScoutIQ reads production, collections, balances, referrals and appointments from WinOMS as they change, posts dental and medical insurance payments to each procedure from the ERA or EOB, and posts patient payments to the WinOMS ledger. Deposits are then matched to the bank and booked to QuickBooks or Xero. Most practices are live in 48 hours.

What ScoutIQ syncs from WinOMS

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 WinOMS integration works

  1. 1

    Connect

    Guided onboarding links the PMS. Most practices and groups are live in 48 hours.

  2. 2

    Map

    Your data lands in one model, comparable across locations even when they run different systems.

  3. 3

    Automate

    Posting, patient follow-up, reconciliation and reporting run on your live PMS data.

Billing an oral surgery practice on WinOMS

  • Dental and medical, one queue

    Medical EOBs and ERAs are read like dental ones and post to the WinOMS ledger. Exceptions from both payer types land in one queue with the payer’s reason.

  • Each line on its procedure

    Every line lands on its procedure in WinOMS: the paid amount, the contractual write-off, the patient portion and the claim status. Never one total against the claim.

  • Referrers in plain English

    Atlas reads WinOMS’s referral fields: production by referring office, volume by quarter, and the referrers who went quiet, with a check-in note drafted for you to approve.

Built for two kinds of payer

Oral surgery bills medical insurance alongside dental: different claim forms, different remittances, different rules, and two piles of EOBs to post. ScoutIQ reads medical EOBs and ERAs the same way it reads dental ones, posts both to the patient ledger in WinOMS, and matches each deposit to its remittance, so both payer types land in one queue. WinOMS data maps onto the same model as the other practice systems ScoutIQ supports, so a group with oral surgery, endodontic and general offices gets one set of numbers.

  • 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

WinOMS integration FAQ

  • Yes. ScoutIQ reads medical EOBs and ERAs the same way it reads dental ones, posts them to the patient ledger in WinOMS, and matches the deposit to the remittance. Both payer types land in one queue.

  • Yes. Atlas reads the referral fields WinOMS already keeps and answers in plain English: production by referring office, referral volume by quarter, and which referrers sent fewer cases than last year.

  • No. WinOMS keeps the schedule, the chart and the clinical records. ScoutIQ works alongside it: payments land in WinOMS on their own, and the front desk has nothing new to learn.

See ScoutIQ on your WinOMS data.

Bring a WinOMS location to a 30-minute demo.Live in 48 hours, one location or several.

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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