Insurance transition pilot

Insurance clarity before the next appointment

Synthesis Benefits is a strategic business partner for dental practices. This focused pilot supports network decisions and the transition work: affected patients, estimate reviews, patient conversations, and follow-up.

What this pilot demonstrates

Eligibility and estimate readiness — See which benefits are verified and which estimate inputs still need confirmation
Dated network transitions — Record carrier acknowledgment and the first out-of-network service date for each dentist
Patient conversations — Prepare a draft, discuss reimbursement and collection, and record patient questions
Estimate review — Compare against the carrier response, document the source, and save a PDF for manual attachment
Transition follow-up — Track who needs a call, who plans to stay, and the next staff action

Confirm

Exit dates, benefit inputs and payment recipient

Compare

Practice estimates against carrier evidence

Review

Patient decisions and unresolved cases each week

Live-pilot readiness

Agreements

Review applicable agreements before real data

AES-256-GCM

Review encryption scope and data flows

Role-Based Access

4 permission levels (Front Desk, Billing, Office Manager, Admin)

Audit Logging

Review the audit trail for staff actions

TLS 1.2+

All data encrypted in transit

Practice Isolation

Validate practice access boundaries

Integrations

Confirm practice-system access and supported connections before the pilot. The demo uses sample data and is not connected to Eaglesoft or SmartDocs. PDF packets are attached manually; no write-back is performed.

Pricing tailored to your practice

Agree on the pilot scope, included usage, onboarding responsibilities and support expectations before starting.

Ready to see Synthesis Benefits in action?

Try the demo

Or contact us at alexander@synthesisbenefits.com