Verify and follow up
Run staff-initiated eligibility checks and approve patient clarification or payer calls from the patient's case.
PATIENT WORKFLOWS
Connect the conversation to the patient's next step.
Patient charts, insurance verification, scheduling and AI calling share one practice workspace. Staff keep control of approvals, clinical documentation and unresolved work.
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A CONNECTED PRACTICE SUITE
One patient record supports the work around a visit.
The native practice management system holds patients, appointments, visits, clinical history and insurance. Staff can register a patient, start a visit or check insurance without creating a separate visit just for verification.
Insurance cases keep eligibility results, clarification requests, staff-entered portal findings and approved calls together. Staff reviews proposed corrections and reported benefits before updating the record.
Document ongoing care
Keep visits, medications, allergies and specialty findings with their author, signatures and revisions.
Book and change appointments
Check available times and confirm the patient before booking, rescheduling or cancelling an appointment.
Answer and collect context
Answer practice questions using your clinic’s information and leave unresolved requests with your team.
INSURANCE BEFORE A VISIT
Move from a patient record to a reviewed insurance answer.
The insurance case connects each request, response and staff decision to the patient.
- 01
Intake
Review the patient and insurance card details using the clinic's configured billing identity.
- 02
Check
Approve an electronic eligibility request and keep the response attached to the case.
- 03
Clarify
If needed, approve a defined set of questions for a patient or payer call.
- 04
Review
Inspect the call transcript and findings; unavailable answers remain visible.
- 05
Continue
Accept reviewed card corrections while keeping the previous details, or assign the remaining work to staff.
YOUR TEAM STAYS IN CONTROL
Clear boundaries for every conversation.
Confirm the right person
Verify the recipient before discussing protected appointment or insurance details. Uncertain matches go to staff for review.
Use current information
Check the latest appointment availability and policy details before saving a change.
Staff decisions
Clinical documentation and insurance review stay with staff. Urgent or out-of-scope calls follow the configured guidance.
TALK TO VOCARI
See your dental office's workflow in Vocari.
Explore dental insurance verification, AI calling, scheduling and tooth-level charting with your team's work in mind.
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