• Insurance eligibility & benefits verification (full & partial)
• Plan creation and plan attachment in PMS
• Accurate CDT coding & documentation checks
• Claim submission, tracking, and resubmissions
• Payment posting & adjustments
• AR & aging follow‑up; appeal handling
• Patient statements and payment plans
• Add‑ons: Credentialing & payer enrollment; fee schedule updates
Platforms:
Dentrix, Open Dental, Eaglesoft, CareStack, and others.