Insurance Verification Automation
AIPulls PPO eligibility, benefits, deductibles, frequencies, 24 hours before every appointment. No more day-of phone calls.
All industries
For dental practices and medical offices
Front-office work, quietly automated. No creepy AI on the phone.
Insurance verification, recall, reactivation, intake form parsing, treatment plan follow-up, review handling. We automate the process work that eats your front desk’s week, without the voice AI gimmicks patients hate.
- Insurance verification done 24 hours before every appointment
- Recall plus reactivation: $50k plus unscheduled treatment booked
- AI intake forms summarized straight into the chart
- Hygiene utilization reports that find the gaps
- HIPAA-compliant bookkeeping with BAAs
Everything we build for dental
Built around the realities of dental ops. Insurance, recall, hygiene utilization, treatment plan follow-up. Process, not voice.
Recall and Reactivation Workflows
AIIdentifies patients overdue for cleanings or unscheduled treatment, runs multi-step SMS plus email follow-up. Books them back in.
Treatment Plan Follow-Up
AIMost practices have $50k plus sitting in pending plans. Automated sequenced outreach to convert them.
AI Intake Form Parsing
AIDigital intake forms via SMS. AI summarizes medical history and writes it into the chart before the patient walks in.
Review Response and Escalation
AIDrafts Google review replies in your voice. Escalates 1 to 3 star reviews with patient history and suggested response.
Hygiene Utilization Reports
EitherSpots chair gaps, double-bookings, slow days. Weekly report with recommendations for the office manager.
HIPAA-Compliant Bookkeeper
HumanBookkeeper with BAAs and proper PHI safeguards. QuickBooks setup tuned for dental practices.
New Patient Lead Workflow
AIWeb inquiries to SMS within 60 seconds (text, not voice), qualified, booked, logged in your PMS.
Patient Communication Triage
AIInbox and voicemail summaries with risk tags (refund requests, complaints, urgent dental). Spam filtered out.
Per-Provider Performance Reports
EitherProduction by provider, hygienist, and op. Identifies who needs schedule tuning.
How it works
Three steps. Days, not quarters. No tech-speak required.
We’re not selling SaaS, we’re not running a discovery sprint, and we’re not putting you through six weeks of meetings. We listen, we build or staff, we hand it over.
01
A 20-minute call
You tell us the work, in plain English. We listen. By the end of the call you know what we’d automate or who we’d staff, how, what tools we’d use, and what it costs.
No pitch deck. No discovery framework. Just two people figuring out what’s actually worth building.
02
We scope and ship
You get a one-page scope with a flat number. You approve. We build it on the tools you already use, or place the senior person. You see progress in days.
You approve every workflow before it touches a customer or a transaction. Nothing goes live without your sign-off.
03
It runs. You watch.
Daily or weekly summary lands in your inbox, Slack, or WhatsApp. What ran, what flagged, what auto-resolved. You always know what’s happening.
Want to tweak it, pause it, scale it, or build the next one? One message. We stay involved as long as you need us.
What exactly do you build?
Two things. First, custom process automations. Integrations between the tools you already use, dashboards that pull from every source, automated reports and alerts, AI workflows that read reviews, emails, or documents and act on them, quote builders that scrape external data, inbox triage, reconciliation pipelines. Second, senior tech staffing. Engineers, BAs, PMs, designers, and architects embedded into your team, or running a project end to end as a managed engagement.
What is the difference between staff augmentation and professional services?
Staff augmentation means we send you a senior person (or a small team) and you manage them like an extension of your own staff. Contract or full-time. Day rate or monthly. Professional services means we run the project end to end with our team. Discovery, build, ship, handoff. You manage the outcome, not the people. Both flavors are available across every role we staff.
Do you do voice AI or phone receptionists?
No. Plenty of companies do, we don’t. Voice AI still feels off to a lot of customers, and most missed-call problems are better solved with smart SMS routing, automated text-back, and better dashboards. We focus on text, data, and system-to-system automation. The stuff that quietly runs in the background.
What roles do you staff?
Engineering: full-stack, backend, frontend, mobile (iOS, Android, React Native), DevOps, SRE, platform, cloud architects (AWS, GCP, Azure), database admins, cybersecurity. Data and AI: data engineers, BI analysts, AI and ML engineers, AI integration specialists, MLOps. Quality: QA engineers, test automation, SDET, DevSecOps. Design: UX, UI, product design, design systems. Business and delivery: business analysts, project managers, program managers, scrum masters, agile coaches, product managers, solutions architects, technical PMs.
How is this different from Zapier or Make.com?
Zapier and Make are tools. We use them sometimes, plus n8n, plus custom Node.js, plus Claude scripts. The difference is we figure out what should be automated in your business (most owners aren’t sure), build it end to end, document it, and stay involved when it breaks or needs updating. You’re not buying a tool subscription. You’re buying a working automation you own.
I have a weird, specific problem. Will you actually build it?
Yes. That’s the whole point. Examples we’ve built: a Sheet that auto-cleans itself overnight, a scraper that watches a competitor’s menu, a Slack bot that answers what did we sell yesterday. If you can describe the workflow in plain English, we can probably build it.
What tools do you integrate with?
POS: Toast, Square, Clover, Lightspeed, Shopify. Accounting: QuickBooks, Xero. Field service: Jobber, Housecall Pro, ServiceTitan, AutoLeap, Tekmetric. CRM: HubSpot, Pipedrive, Follow Up Boss, kvCORE. Delivery: DoorDash, Uber Eats, Grubhub. Comms: Slack, Gmail, Outlook, Twilio SMS, WhatsApp Business. Plus REST APIs, webhooks, and anything Zapier, Make, or n8n can reach.
How much does it cost?
Each build is custom-scoped and flat-fee. We won’t tell you on a website, because the website doesn’t know your business. What we will promise: it’s priced for small businesses, not enterprise. Most builds cost less than a month of unused software. You see the exact number before we start. No hourly games. For staffing, monthly rates depend on role and seniority. Same principle. You see the number first.
How fast can you ship something?
Simple automations (an alert, a daily report, a single integration) in 3 to 5 business days. Mid-size builds (multi-tool workflows, custom dashboards) in 7 to 14 days. Bigger projects in 2 to 3 weeks. For staffing, we match in 24 hours from our bench, fully trained on your stack in 5 to 14 days.
Who owns the code and the automations?
You do. Everything we build (Claude scripts, n8n workflows, dashboards, API bridges) lives on your infrastructure (or ours if you prefer hosted). You get the source, the docs, the credentials. We’re not locking you into a subscription.
What happens after launch?
You get a written runbook for the automation, a daily or weekly summary of what it did, and a direct line to us when something breaks or needs tweaking. Most clients ask us to build something else within a month, but that’s your call, not a forced retainer.
Is my data safe?
Yes. We use enterprise-grade providers (Anthropic, OpenAI, AWS, Cloudflare) and isolate every client’s data and credentials. For HIPAA-regulated businesses (dental, medical) we run BAA-covered infrastructure. We never use your data to train shared models, and you control every credential.
When are you NOT the right fit?
If you want a $20 off-the-shelf bot, look elsewhere. We build custom. If you want a 500-seat enterprise rollout, we’re too small. If you need voice AI specifically, also not us. And if a SaaS already solves your problem, we’ll tell you on the first call so you save the money.
How do I start?
Tap any Contact us button on the site. We book a 20-minute call within 24 hours. You describe the work. We tell you if it’s worth automating (or who to staff), how, and what it costs. No pitch deck.
Start here
Tell us the process. We’ll tell you if it’s worth automating, or who to staff.
One 20-minute conversation. No pitch deck, no discovery sprint, no "let’s circle back." You describe the bottleneck or the role. We tell you in plain English whether to build it, staff it, skip it, or buy a $20 SaaS instead.