CASE STUDY

The breakdown a surgical practice actually needs

A surgical practice never had trouble confirming a patient was active. It had trouble finding out whether this particular plan would pay for this particular implant case — and that answer used to take three phone calls. Now it is in the chart before the consultation.

Project Details

Practice

Periodontal and Implant Surgeons

Location

Houston, Texas

Type

Periodontal and implant surgery (specialty referral)

Locations

Single location

Providers

Five surgeons and periodontists

Practice management system

Dentrix

Payer mix

PPO and out-of-network plans

Verifications per month

~350

Running Iverifai since

February 2025

reduction in the estimate-to-actual gap
0 %
returned to the front office every week
0 hrs
of breakdowns delivered fully complete
0 %

01

The Situation

A surgical practice does not have an eligibility problem. It has a completeness problem. Confirming a patient is active takes a minute; establishing whether a specific implant case will actually be covered takes far longer — missing tooth clauses, waiting periods on major services, frequency limits on grafting and extractions, downgrade provisions, annual maximums already consumed elsewhere, and whether any part of the case has to go to medical first.

Before Iverifai, that work sat with two members of the front office, who between them spent at least 20 hours a week on the phone with payers. Cases were routinely presented on partial information, and the treatment coordinator was reconciling estimates against reality after the fact rather than before.

02

What Changed

Iverifai reads the schedule directly from Dentrix and works a 72-hour lead. Every patient is verified using the practice’s own breakdown form — the same form the coordinator was already using, unchanged — and the completed breakdown is written back into the chart before the appointment.

The form for this practice carries fields most general offices never need: missing tooth clause status, implant and graft coverage with any exclusions, waiting periods with remaining months, downgrade language on crowns and bridges, remaining annual maximum as of the appointment date, and a flag where the case may have to be submitted to medical first. Anything the payer will not release electronically is escalated to a specialist who calls.

150 payer calls against 350 verifications is 43%. Nearly half of this practice’s verifications cannot be finished electronically — and this is a PPO practice, not a Medicaid one. The gap is not a payer-mix problem. It is what electronic eligibility does not return.

SPECIFICS

What the technology alone could not resolve — a typical month

150

direct payer calls placed to obtain implant or graft language not available in the portals

25

missing tooth clauses identified that were not present in the electronic response

14

cases where the remaining annual maximum differed from the payer portal figure

10

plans where implant coverage existed but carried an exclusion that changed the treatment plan

"On an implant case the question was never whether the patient had insurance. It was whether this particular plan was going to pay for these particular services, and getting a straight answer to that used to take three phone calls. Now it is in the chart before I sit down with them."

— Treatment Coordinator, Periodontal and Implant Surgeons

03

Results

  • 20 hours a week returned to the front office — the two staff members who had been on hold with payers are now working with patients in the practice.
  • 100% of breakdowns arrive complete against the practice’s own field list, so the coordinator is never presenting a case on partial information.
  • The gap between estimated and actual patient responsibility narrowed by 72%, which means fewer post-treatment conversations about money that nobody wants to have.
  • 200 benefit limitations a month are surfaced before consultation rather than discovered at claim adjudication.
  • Around 150 cases a month are resolved by direct payer contact — work that would otherwise have come back to the front office unfinished.
  • Every verification is in the chart 72 hours before the appointment.

What happened next

Complete breakdowns, 72 hours before every consultation

Iverifai took over verification for a five-surgeon periodontal and implant practice, delivering a completed benefit breakdown into Dentrix three days ahead of each appointment — including the implant coverage language the portals do not return.

WORK WITH OUR SYSTEM

Whatever your practice runs, we work with it. Iverifai fits directly into your existing workflow so your team does not need to reconfigure anything, install anything, or learn a new interface. Everything is designed to work without disruption.

Iverifai integrates seamlessly with leading practice management systems to support your existing workflow.

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