A complete product overview and walkthrough for practice owners, office managers, and billing teams. Insurance, scheduling, revenue, patient follow-up, and the insurance-transition pilot.
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00:00 · A clearer next move for your practice
Your schedule can be full, while important business questions remain unanswered. Which claims need attention? Which patients are ready for their next visit? And what could change if you leave an insurance network? Synthesis Benefits brings those questions into one connected workspace. It is a strategic business partner for the work around patient care. Let’s see how that works.
00:23 · See the work. Understand the value.
This tour follows the work of a dental practice, from preparing the day to planning a network transition. Along the way, we’ll look at scheduling, patient follow-up, and the financial picture. Everything you see uses fictional patients and sample numbers. Messages are simulated, and no live practice system is connected. The demo shows the workflow, rather than promising a financial result.
00:51 · Start with today’s priorities
We begin at the dashboard of Harborview Dental, a fictional practice with four dentists. Three guided paths help the team prepare the day, follow up on care, and review an insurance decision. Each patient example connects to the records behind it. Start with the question in front of you, then open the relevant case to see what needs attention.
01:14 · Make the morning huddle actionable
For the morning huddle, that question is simple: what needs to happen before patients arrive? Here, the team reviews appointments, planned procedures, insurance issues, and openings in the schedule. That gives everyone a shared starting point for the day. During a pilot, you could measure how long preparation takes, and how many issues the team catches before check-in.
01:38 · See the schedule by chair and provider
Next, look at the schedule by treatment room and provider. Select a dentist to see their week, then return to the daily chair view for the whole practice. Each appointment brings the procedure, visit length, and coverage status together. The team can see where time is available and what preparation each visit requires.
01:59 · Turn an opening into a considered next step
When there is an opening, the schedule intelligence panel helps the team review gaps and possible next steps. Staff confirm that the proposed visit is clinically appropriate, that the patient is available, and that the appointment details are right. The useful outcome is a completed appointment and well-used chair time. Suggestions are just the starting point.
02:22 · Investigate risk before the visit
Before the visit, the risk inbox helps surface unfinished preparation. A flag might point to unverified coverage or missing insurance information. Open the issue, check the source, and resolve it when the underlying work is complete. A procedure fee tells you the recorded charge. It does not tell you what the insurance carrier will pay.
02:45 · Bring the patient’s context together
Now bring the patient’s story together. Open a patient record to review insurance, appointments, and the available history in one place. This gives the next person handling the case more context, with fewer details to reconstruct. For a live practice, the history available here depends on the records and connections confirmed during setup.
03:08 · Show the patient what changes the estimate
Here is Avery Bennett’s crown visit. For this out-of-network visit, the estimate separates the office fee, the insurer’s estimated payment, and the patient’s share. There is no contractual write-off. Check the source behind the allowed amount, and review any missing information before quoting a cost. The goal is a calculation the front desk can clearly explain.
03:31 · Make follow-up specific and relevant
That same context makes follow-up more useful. Benefit Opportunities identifies patients whose recorded benefits are nearing the end of the plan year. Open a call script for a starting point, then review it before contacting the patient about recommended care. Track the conversation and whether a visit is scheduled. Available benefits alone are never a reason for treatment.
03:57 · Keep accepted treatment moving
Treatment Plans takes the next step: keeping agreed care moving. The follow-up queue distinguishes accepted but unscheduled treatment from cases where the patient is still deciding. Review how long each case has waited, then choose an appropriate next conversation. Acceptance, scheduling, and completed care are separate outcomes, and a pilot should measure them separately.
04:23 · See which claims are still outstanding
Now turn to billing. Claims and accounts receivable organize outstanding claims by age. Start with the queue, then open the individual record and its status. An older claim may deserve attention, but age alone does not explain why it is unpaid. The billing team checks the carrier’s response and supporting documents before deciding what to do next.
04:48 · Move from a denial to a reviewed appeal
For a denied claim, open an appeal draft. The denial and a starting letter sit together, so staff can review the facts and add the supporting material. Nothing is automatically submitted here. The draft helps prepare the work; the outcome to track is whether the claim is resolved and a payment is recorded.
05:09 · Keep approvals and exceptions visible
Some visits also need attention before a claim exists. Prior authorization tracking shows requests that have not started, along with submitted, approved, denied, and expired requests. Review the dates as well as the status. An earlier approval may need another check, and the team still confirms the carrier’s requirements and the patient’s eligibility for the actual visit.
05:35 · Separate payments, charges, and expenses
For the owner, the next question is what these activities mean for the business. The financial view keeps submitted claim charges, insurance payments, denied charges, and recorded overhead separate. A payment received this month may relate to an earlier claim. And a reliable profit calculation needs complete expenses. That gives you a clearer basis for reviewing the business.
06:00 · Inspect the fees behind the numbers
To understand the numbers, look at the fees behind them. The fee schedule brings procedure pricing and available fee information together for review. Estimates and carrier comparisons depend on those inputs. Before changing fees or network participation, confirm which schedule applies, which provider it covers, and when the contract terms take effect.
06:25 · Compare carriers at the procedure level
Carrier Comparison then lets you examine reimbursement differences, procedure by procedure. Use it to identify where a closer review could be worthwhile. These are sample historical comparisons, rather than promises of future payment. A network decision also depends on patient mix, collection costs, available capacity, and how patients may respond to the change.
06:50 · Look across the practice, then drill down
Analytics widens the view across the practice. Choose a reporting month and compare providers or carriers using the same underlying records. Production follows the date of service, while insurance payments follow the payment date. Patient collections remain a separate input. Explore gum health, new patients, and year-over-year activity, then check the source records behind the pattern.
07:17 · Make insurance participation a deliberate decision
Those connections become especially important when you are considering a network exit. It is both a business decision and a patient communication project. Insurance Strategy brings the two together. Start with the patients and visits affected. Then review the financial assumptions, test what happens if fewer patients stay, and organize the transition work.
07:41 · Understand exposure before choosing a direction
Choose Delta Dental, or another carrier, to review the covered patients and their upcoming visits. These counts show exposure; they do not predict patient losses. Open the supporting evidence to review historical allowed amounts and insurance payments by procedure. An explanation of benefits may show what a patient owes. It does not prove that the practice collected that amount.
08:07 · Test assumptions, including the downside
The decision model brings those missing pieces into view. It needs comparable visits, actual insurer and patient collections, contract evidence, costs, and assumptions about how many patients will stay. Load the clearly labeled fictional example to see the calculation. Compare monthly contribution and the first-year change, including transition costs. Test the downside, too. These results illustrate your assumptions; they are not forecasts.
08:39 · Confirm the exit and own the follow-up
Once the practice has a plan, review the exit for each dentist. Confirm the effective date, carrier acknowledgment, and supporting evidence. Then open an affected visit to compare the estimate and prepare the conversation. The scenario changes only the selected carrier’s network status. Give the follow-up an owner, a due date, and a specific next action. Staff review the message before using it.
09:07 · Give self-pay patients a clear option
The broader platform also supports the patient relationship after that decision. Membership organizes in-house plans, members, and renewal status. It can help structure a conversation with uninsured patients or those paying directly. The prices shown are examples. Each practice defines its own included services, pricing, and terms, based on its costs and patient needs.
09:33 · Build a consistent recall process
For ongoing care, the recall queue gives the team a place to begin. Fictional patients are grouped by how recently they have returned. Open a group to review the last cleaning, recorded benefits, and contact status. Then track appropriate patients reached, visits scheduled, and care completed. Those measures tell you more than a total of unused benefits.
09:57 · Prepare reminders and patient messages
Reminders and Messaging support that follow-through. Set the timing and channels, then review templates for appointment reminders, recall, and treatment follow-up. Staff check the wording and permissions before enabling patient outreach. Messages in this demo are simulated. In a pilot, compare confirmation and attendance rates with your starting baseline to see whether the process helps.
10:22 · Make appointment requests easier to manage
Online Booking gives patients a way to request a visit, with an office queue for review. A request is not yet a confirmed appointment. Staff link the patient and confirm the details before creating the visit. Keeping those steps visible helps the team respond to patient interest while protecting the accuracy of the schedule.
10:43 · Prepare forms before the visit
Before the appointment, Intake Forms organizes registration, medical history, and consent templates, together with submission status. The patient portal offers another way to collect and access information. As with the rest of the platform, a live rollout includes confirming access, privacy controls, and the connections your practice will use.
11:07 · Ask for honest feedback consistently
After the visit, Reputation brings feedback and review activity together. Give every patient the same opportunity to leave an honest review. Then use the responses to identify service issues and improve the experience. The sample ratings shown here demonstrate the workflow; they are not evidence of a customer outcome.
11:29 · Keep provider status and renewals in view
Behind these patient workflows are the administrative details that keep the practice running. Credentialing records provider participation by carrier. Use the Staff Licenses page to track certifications and renewal dates. Keeping those records current helps the team investigate missing or expired information before relying on it elsewhere in the platform.
11:53 · Use intelligence where it earns its place
Intelligence supports the work you have just seen through summaries, risk flags, outreach scripts, and appeal drafts. Calculations supply the numbers. Optional language models help explain them or prepare wording. Paid artificial intelligence drafting is disabled in this demo. Staff review the output and decide what happens next, keeping usage tied to a useful task.
12:20 · Set up the practice deliberately
Finally, Settings brings practice configuration and provider network status together. Insurance Changes highlights differences between practice-system updates, so staff can review what changed. Before connecting a live practice, confirm the source records, staff access, and supported integrations. Agree on who owns each step and how the team will check that it works.
12:45 · Prove value in a focused pilot
The next test is to put the product in the team’s hands. The guided practice exercise asks a dentist to prepare a visit, explain an estimate, follow up on treatment, and examine an insurance decision. A facilitator records where help was needed and which evidence was missing. Notes stay in the browser unless exported. Use that experience to define a focused, measurable pilot.
13:12 · See what Synthesis could do for your practice
Synthesis Benefits connects insurance, scheduling, revenue, and patient follow-through. For the team, that means a clearer next action. For the owner, it means a better-informed business decision. Explore the interactive demo at Synthesis Benefits dot com, slash demo. Then choose the first practice problem you want to measure and improve.