V O B

Case Study

How Bright Smiles Dental stopped treatment plan revisions and improved case acceptance by 30%

4 dental locations • General + specialty services • $500K+ monthly treatment plan volume

65%

Fewer plan revisions

30%

Case acceptance increase

15hrs

Saved per week

The Challenge

Treatment plans created without knowing annual max remaining.

• Patients declined treatment after learning coverage limits
• Waiting period surprises for major work
• Treatment plans revised mid-appointment
• Staff burnout from manual insurance verification
• Patient disputes about "what insurance should cover"

Dental Solutions

The Solution implemented

Dental-specific benefit checks for preventive, basic, and major services. Annual max tracking, waiting period alerts, frequency limit detection, and integration with Dentrix practice management system.

The Impact

Patients know their costs upfront.

• Treatment plan revisions: Down 65%
• Case acceptance rate: Up 30%
• Insurance verification calls: 15 hrs/week saved
• Patients know exact OOP before treatment
• Fewer disputes about coverage

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Trusted by healthcare organizations.

We reduced manual VOB time from 4 hours to 15 minutes per patient. The decisioning engine gives us consistent results across all 12 facilities, and our admissions team can finally focus on patient care instead of chasing payers.

Sarah Mitchell

Director of Admissions, Behavioral Health Network

The rules engine is a game changer. We encoded our policies once, and now every patient gets evaluated the same way. Fewer delays, cleaner data in Salesforce, and we have an audit trail for compliance.

Michael Chen

VP Operations, Regional Treatment Centers

The API integration was straightforward, and the normalized output means we don't have to parse different payer formats anymore. We've seen a 70% reduction in admissions delays caused by missing benefit information.