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How Dental Shield Works for Your Practice

Seven integrated workflows — from patient intake to revenue tracking — running on a single platform built exclusively for dental practices.

01

Register & Configure

Create your practice account, add locations, configure your team roles, and connect your Dentrix Ascend account. The Chrome Extension installs in 2 minutes and works alongside your existing workflow.

  • Quick practice registration — live in under 24 hours
  • Multi-location support with per-location tier overrides
  • Chrome Extension for Dentrix Ascend, Curve Dental & more
  • Customizable user roles: admin, billing, front desk
02

Automate Insurance Verification

Import patients via CSV or let the Chrome Extension pull them from your PMS. The AI Verification Agent runs real-time dual-insurance eligibility checks through DentalXchange and Availity — with zero phone calls.

  • Dual-insurance verification: dental via DentalXchange, medical via Availity
  • Full benefits breakdown: deductibles, maximums, co-pays, frequency limits
  • Waiting period and pre-authorization alerts
  • Batch processing with automated team notifications
03

AI-Powered Open Shift Matching

Post an open shift and the AI Matchmaker sends it to qualified professionals nearby with match scores and transparent pricing. No phone calls, no agency fees — shifts fill in hours, not days.

  • AI match scores based on credentials, location, and ratings
  • Smart pricing engine recommends competitive rates by role and urgency
  • 1099-compliant professional onboarding: licenses, W-9, background check
  • Mobile app for professionals to accept and clock in/out
04

Recruit Permanent Staff

When you need a full-time hire, post a permanent job in minutes. GPT drafts the job description, practices review applicants in a built-in pipeline, and Dental Shield can source candidates for you on a managed basis.

  • AI-drafted job descriptions from a 2-minute form
  • Applicant pipeline: Applied → Shortlisted → Interviewing → Offer → Hired
  • Self-serve (flat posting fee) or Managed by Dental Shield (concierge)
  • Temp-to-perm conversions: no posting fee when hiring from your shift history
05

Recover Denied Claims

The Claims Recovery Engine analyzes your denied claims, identifies patterns, automates appeals, and tracks every follow-up deadline. Patients who owe balances receive a branded portal link to pay online via Stripe.

  • AI denial analysis: root-cause identification and appeal suggestions
  • Document repository for EOBs, X-rays, and supporting attachments
  • Patient billing portal with Stripe-powered online payments
  • Recovery dashboard: open, appealed, and resolved by payer
06

Grow Your Dental Patient Base

The AI SEO Agent improves your practice's search visibility. The embeddable booking widget captures new patient requests from your website. The lead marketplace lets you browse and purchase pre-qualified patient leads.

  • AI SEO Agent generates keyword-targeted landing pages
  • Embeddable booking widget for your practice website
  • Lead marketplace: browse, filter, and purchase qualified leads
  • Emergency and cosmetic patient request marketplace
07

Track Practice Revenue & Performance

The Revenue Intelligence dashboard gives practice owners and DSO executives a real-time view of production, collections, staffing costs, and payer performance — with AI-powered commentary on what's driving the numbers.

  • Executive revenue intelligence: production vs. collection trends
  • Payer performance breakdown and period-over-period analysis
  • Staffing cost tracking and shift fulfillment metrics
  • Conversational AI assistant: ask questions in plain English

Want to see all seven workflows in a live practice?

Frequently Asked Questions

Dental Shield runs on seven integrated workflows: register and configure, verify insurance automatically, fill open shifts with AI matching, recruit permanent staff, recover denied claims, grow your patient base, and track revenue and performance - all on a single platform built exclusively for dental practices.

A practice can be live on Dental Shield in under 24 hours: you create your practice account, add locations, configure team roles, and connect your Dentrix Ascend account, with the Chrome Extension installing in about 2 minutes.

Yes, Dental Shield includes multi-location support with per-location tier overrides, so DSOs and multi-office practices can configure each location independently within one account.

Dental Shield's Chrome Extension is built for Dentrix Ascend, Curve Dental, and other PMS platforms, installing in about 2 minutes and working alongside your existing workflow without replacing it.

The AI Verification Agent runs real-time dual-insurance eligibility checks through DentalXchange for dental coverage and Availity for medical coverage after patients are imported via CSV or pulled automatically from your PMS, eliminating the need for phone calls.

Yes, Dental Shield supports batch processing for insurance verification, running checks across imported patients and sending automated team notifications for waiting-period and pre-authorization alerts.

Dental Shield's AI Matchmaker sends open shifts to qualified nearby professionals with match scores and transparent pricing, so shifts typically fill in hours rather than days, with no phone calls or agency fees involved.

Yes, Dental Shield provides a mobile app for dental professionals to accept shifts and clock in and out, alongside 1099-compliant onboarding that covers licenses, W-9 forms, and background checks.

Yes, Dental Shield lets you post a permanent job in minutes, with AI drafting the job description and applicants moving through a built-in pipeline from Applied to Hired, either self-serve for a flat posting fee or managed by Dental Shield's concierge recruiting team.

No, Dental Shield offers temp-to-perm conversions with no posting fee when you hire a professional from your existing shift history.

The Claims Recovery Engine analyzes denied claims for root-cause patterns, automates appeals with supporting documentation like EOBs and X-rays, and tracks every follow-up deadline through resolution.

Yes, patients with outstanding balances receive a branded billing portal link to pay online via Stripe, and practices can track claims as open, appealed, or resolved by payer on the recovery dashboard.

Dental Shield combines an AI SEO Agent that generates keyword-targeted landing pages, an embeddable booking widget for your website, and a lead marketplace where you can browse and purchase pre-qualified patient leads, including emergency and cosmetic patient requests.

Yes, the Revenue Intelligence dashboard gives practice owners and DSO executives a real-time view of production, collections, staffing costs, and payer performance, including AI-powered commentary on what's driving the numbers.

Yes, Dental Shield includes a conversational AI assistant that lets practice owners and DSO executives ask questions about production, collections, and payer performance in plain English instead of building manual reports.