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AI AgentsCoverage & Estimate Config
Coverage & Estimate Agent
Configure how the AI agent calculates estimates, connects to insurance portals, and interacts with patients regarding treatment costs.
Connected Insurance Providers
Real-time portal connections for automated verification.
Delta Dental
ConnectedMetLife
ConnectedCigna
ConnectedPatient Interaction Workflow
Auto-send estimates to patient app
Send immediately upon treatment plan creation.
Require patient e-signature before treatment
Blocks scheduling until estimate is signed.
AI Estimation Engine
The agent currently averages 98.2% accuracy comparing estimated vs actual EOB payments for connected providers.
Patient View Preview
Crown - Porcelain
D2740Standard Fee$1,250.00
Network Fee (Delta Dental)$980.00
Estimated Insurance (50%)-$490.00
Estimated Patient Portion$490.00
Signature block will appear here based on your workflow settings.