Insurance verification

Dental insurance verification, done before the patient sits down

Solara automates dental insurance verification. When a patient books, it checks eligibility and benefits with your configured carriers through a clearinghouse and saves the breakdown, including the plan, copay and remaining benefits, to the patient's chart, so coverage is confirmed before the visit instead of on hold with a carrier.

Last updated
Tablet at a dental front desk showing an insurance verified confirmation

Included in

  • Essentials
  • Pro
  • Enterprise

Insurance verification is included in every plan.

Eligibility and benefits checked automatically
At booking
Verified through a clearinghouse
Your carriers
Plan, copay and remaining benefits saved
On the chart
Included from Essentials
Every plan

Key takeaways

  • Solara checks eligibility and benefits automatically at intake, as soon as a visit is booked.
  • The plan, copay and remaining benefits are on the chart before the patient arrives.
  • Patients can ask coverage questions on the phone, and Solara answers from your accepted-carrier settings.
  • Insurance verification is included in every Solara plan.

What is dental insurance verification?

Dental insurance verification is the process of confirming that a patient's coverage is active and finding out what their plan will pay before treatment. Done well, it prevents surprise bills for the patient and denied claims for the practice.

Done by hand, it means logging into payer portals or waiting on hold with carriers, often for the same handful of questions many times a day.

Tablet on a front desk showing a patient's coverage dashboard

How does Solara verify dental insurance?

When a patient books, Solara queries the clearinghouse for that patient's coverage and receives an eligibility and benefits breakdown. The breakdown is saved to the patient's chart, ready for check-in.

Because it runs at intake, coverage is confirmed before the chair is set, not at the front desk while the patient waits.

  • Eligibility and active coverage
  • Plan and copay
  • Remaining benefits for the year

Can patients ask insurance questions on the phone?

Yes. The same coverage questions your team answers many times a day are handled right in the conversation. You configure your accepted carriers, plan types and payment options in settings, and Solara answers patients from that.

Solara also captures the patient's insurance details during intake, so the information is ready for verification without anyone re-typing it.

Phone showing an insurance approved confirmation in a dental waiting room

What changes for the front desk?

Your team stops sitting on hold with carriers and starts each visit knowing what is covered. The result is fewer billing surprises for patients and faster check-ins.

Verified coverage also flows into the rest of Solara: the booking in OpenDental, the patient's chart and the questions the AI receptionist answers.

How it works

What happens from booking to check-in?

  1. Patient books

    The visit is booked by phone, text, website chat or your team.

  2. Solara checks coverage

    Solara queries the clearinghouse for eligibility and benefits.

  3. Breakdown saved

    Plan, copay and remaining benefits are saved to the chart.

  4. Ready for check-in

    Your team sees coverage up front, before the patient sits down.

FAQ

Insurance Verification: common questions

Still have a question?Talk to the Solara team

How does insurance verification work?

Solara checks eligibility and benefits with your configured carriers at intake, so the plan, copay, and remaining benefits are on the chart before the patient sits down. No more time on hold with carriers.

Does Solara verify insurance?

Yes. Solara checks the patient's coverage and eligibility before the visit, so your team sees the breakdown up front - fewer billing surprises and faster check-ins.

Will it answer insurance questions?

Yes. You configure your accepted carriers, plan types, and payment options in settings, and the AI answers patient questions from that - in your words, your hours, your rules.

What is included in every Solara plan?

All plans include insurance verification, paperless intake, OpenDental integration, and unlimited concurrent calls.

Does Solara Dental AI work with OpenDental?

Yes. The OpenDental integration keeps patients, appointments, providers, operatories, procedure codes, insurance, and revenue in sync automatically - no double entry.

The complete AI front office

See Solara run your front office

Book a 20-minute demo and watch a real call turn into a booked, verified appointment in OpenDental.

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