01 · Visit header
Who, where, and which visit
No more pink-sticky scavenger hunts — was this Tuesday’s crown or Thursday’s filling? Office name first. Patient, provider, time, and payer chip in one place.
02 · Live transcription
Chairside talk, cleaned for the chart
No more replaying the visit on the drive home. Susan keeps the soccer / ice-cream banter out of the clinical note and captures the dictation in real time.
03 · Clinical procedure
Structured findings staff can trust
Not a novel-length note that still forgets the tooth number. Tooth, surfaces, diagnosis, materials, and outcome — ready for a quick skim and sign-off.
04 · Insurance codes
Licensed CDT mapped from the note
How many times have you missed a code — or grabbed the almost-right one — only to find out six months later? Codes come from the licensed catalog — never invented. Frequency and tooth rules travel with the line.
| CDT | Description | Tooth | Fee |
|---|---|---|---|
| D2392 | Resin-based composite — two surfaces, posterior | 14 | $240 |
| D0220 | Intraoral — periapical first image (optional, not billed today) | 14 | — |
05 · Eligibility lookup
Live payer check before checkout
Before the “annual max was gone in March” surprise at the desk. Susan hits eligibility while the rubber dam is still on — annual max, deductible, frequency, and estimated patient portion.
06 · Estimate
Clear dollars for front desk and patient
No more awkward “so what do I owe?” pause while the portal spins. Estimate — not a final EOB — so checkout stays honest and calm.
07 · Filed on the chart
One packet, one date — nothing overwrites last visit
No archaeology across tabs six months later. Raw transcript, coded note, eligibility, and estimate land on Oct 6, 2026. Older packets stay intact.
Added to Sally Nguyen’s record Completed MOD composite, tooth 14. No complications. Insurance estimate $48, eligible. Next cleaning in six months.
08 · Hours & money saved
What a backlog-heavy week looks like with this packet
Illustrative SAMPLE for a busy multi-chair practice clearing a large coding / claims backlog — not a guarantee. Numbers assume delayed notes, coding rework, and insurance frequency mistakes are the usual leaks.
Together that’s about 56 staff hours and ~$9,300 a month of leakage the floor can see — because the procedure report finished in the chair, not in a Friday pile.