Insurance checked before the patient walks in

Hello everyone,

Every morning, someone in your office is on hold with an insurance company. Each patient takes 12–15 minutes by phone or portal. For an office with 400 insured patients, that's 80–100 staff-hours a month. It's the job nobody wants.

Insurance Verification does that job for you. Teamio checks every upcoming patient directly with their carrier, turns the answer into benefits your team can read, and puts it in Open Dental.

A quick note for offices already on Teamio's Insurance Verification

A lot of what's in this email came straight from your feedback. And we're not stopping here. 

Next, we're building Insurance Verification right into the features you already use, so insurance problems get caught before anyone has to pick up the phone. Scroll down to the end to see where this is going

Your front desk opens one screen in the morning. Not a call list.

Every upcoming visit, its status, and what's left on the plan.

How it works:

• Teamio reads your Open Dental schedule every day.
• It checks each patient with their carrier.
• You see the results on one screen, in the morning.
• Problems get flagged: an ID that can't match, or a carrier that needs a phone call.
• Need an answer right now? Hit Verify and it checks on the spot.

Click a patient and their benefits open up. No 40-page fax. When a patient asks what their insurance covers, the answer is right there.

Use the Jump to list on the left to go straight to the section you need.

• Yearly maximum left
• Deductible left
• Coverage by category
• Each procedure's percent, and "how often" limits like 1 / 36 months
• See in-network, out-of-network, or both with one switch
• Print for patient or Download PDF in one click

Works on the iPad at the front desk or chairside.

Everything lives in Precheck settings. You decide:

• How many days before the visit to check
• What time of day the checks run
• How long a check stays fresh. A fresh answer is never bought twice.
• Whether to check when a patient books (Verify on new booking)
• Which procedure codes you care about
• Your Default benefits view

Your schedule, your window.

Your procedure codes, your default view.

A few things protect you:

• If a patient was verified inside your window, Teamio skips them. That's true even if your own team did it in Open Dental. Nothing is billed.
• Blank or placeholder member IDs are refused before they reach a carrier. That's free.
• Carriers that can't verify electronically are flagged for a phone call.

No new tab to check. Under Record in Open Dental, you choose what Teamio writes back. Each one is a setting you turn on or off:

• Eligibility Last Verified date on the patient
• Benefits Last Verified date on the plan. This applies to everyone on that plan.
• A dated Communication Log note on every check
• An appointment field set to a value you choose, like VERIFIED. It's only set when coverage is actually confirmed. (Change value of Appointment Field Defs)
• The benefits PDF, filed into the Open Dental imaging folder you pick (Import benefits PDF into Open Dental)

Choose what gets written back to Open Dental.

Most insurance tools stop at an answer. Then someone still has to spot the problem, call the patient, and follow up. We're building Teamio so the answer turns into action, on its own.

Insurance Verification is available now. The connections in this animation are coming soon.

• Checked the moment they book. When a patient books online, Teamio checks their insurance right away.
• Problems caught before the visit. If coverage is inactive, the appointment goes on hold instead of slipping through.
• The patient gets a text. Teamio asks for their new insurance info, so nobody has to pick up the phone.
• Your team gets a task. A follow-up lands with your front desk, due today, so nothing falls through the cracks.
• Alerts right on your schedule. With Chart Audit, insurance problems show up on the appointment itself, for today and the days ahead.
• Checked while they're still on the call. With our AI Receptionist, a patient texts a photo of their card, and they hear the answer before the appointment is made. No surprises.

Our goal is to take about 80% of insurance phone calls and portal logins off your team's plate. Not 100%. Your people still make the judgment calls.

Want to see how it works first? Read the Help Center guide.

p.s. Setup is one short call. We map your carriers and set your schedule, and your first patients get checked that same night.

p.s.s. If you're not using Teamio yet, and are looking to streamline your operations and put systems in place that drive ACTUAL RESULTS — schedule a one-on-one call with me.