Verify 100+ Patients
Before Morning Huddle

Batch insurance verification for dental offices. Upload your patient list (CSV), get full eligibility and benefits in minutes. No phone calls. No carrier portals. No hold music. Just results.

Works with your existing patient data. Export results to your PMS.

Sample Batch Results

50 patients processed in 8 min
Verified (Active) 42 patients
Flagged (Issues) 6 patients
In-Network Coverage Avg 80% preventive
Max Hits Detected 3 patients
Results Ready
100+
patients per batch
8min
avg batch completion
6hrs
saved per week per staff
15%
fewer claim denials

The Old Way

Time cost: ~$3,000-5,000/year in staff hours + rework

The DentLedger Way

Time cost: ~$249/mo flat — all patients, all carriers, no limits

How It Works

Three steps from spreadsheet to coverage clarity.

📄
1

Upload your patient list

Drop a CSV with names, insurance carriers, member IDs, and dates of birth. Use our template or export from your PMS.

2

AI processes all patients

Every patient gets a full eligibility check — simultaneously, not one-by-one. The system flags issues as it finds them.

3

Download results & act

Get a full report with status, benefits, flags, and warnings per patient. Export to CSV and import into your practice management system.

Your CSV format, our template, any PMS

Export patient data from Dentrix, Eaglesoft, Open Dental, or any PMS. Paste into our template. The system reads standard formats — no formatting required.

# patient_name insurance_provider member_id dob status
1 Sarah Johnson Delta Dental PPO DD8294102 1985-03-12 Active
2 Marcus Rivera Cigna Dental CIG4482019 1972-08-29 Active
3 Emily Chen MetLife PDP ML9941023 1990-01-05 Flagged
4 Robert Thompson Aetna DMO AET7728190 1968-11-22 Active

CSV required columns: patient_name, insurance_provider, member_id. Optional: dob, group_number, subscriber_name.

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Frequently Asked Questions

How does batch insurance verification work?

Batch insurance verification allows dental offices to submit a list of patients (typically via CSV upload) containing their names, dates of birth, insurance carriers, and member IDs. The system then processes all patients simultaneously, checking eligibility and benefits for each one, and returns a complete report. What would take a staff member 6-8 hours of phone calls can complete in under 10 minutes.

What format does the patient list need to be in?

Most batch verification systems accept CSV format. Required columns are: patient name (or first/last name separate), insurance provider/carrier, member ID, and date of birth. Optional columns include group number, subscriber name, and relationship to subscriber. DentLedger's template includes all fields with column headers so you can paste data directly from your practice management software.

How many patients can be verified in a single batch?

DentLedger supports up to 100 patients per batch upload. You can run multiple batches if you have more patients to process. The system processes all verifications in parallel, so adding more patients doesn't linearly increase wait time the way phone-based verification does.

How long does batch verification take?

A batch of 50 patients typically completes in 5-15 minutes depending on system load. Individual verifications run in parallel, so the time scales better than individual phone calls. You'll see a live progress indicator and get notified when results are ready.

What information is included in the batch results?

Each patient record in the batch results includes: eligibility status (active/inactive), plan type and name, annual maximum and amount used, deductible status and amount met, coverage percentages for preventive/basic/major/orthodontic, waiting period flags, preauthorization requirements, and any warning flags for issues like terminated plans or out-of-network providers.

Can I export batch results to use with my practice management software?

Yes. DentLedger provides a CSV export of all batch results that you can import into your practice management system. The export includes all verification data in a flat format compatible with Dentrix, Eaglesoft, Open Dental, and most other PMS platforms.

Want a guided walkthrough?

Talk to a real person. We'll demo DentLedger for your practice — takes 20 minutes, no commitment.

No commitment. We'll reach out within 24 hours.

Request received

We'll reach out within 24 hours to schedule your personalized demo.

Stop calling carriers one at a time.

Upload your patient list, get coverage data for everyone before morning huddle. Free to try — no account required.

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