Platform Overview

The Complete Revenue Cycle.
Automated End-to-End.

See every step EDiFi takes from patient scheduled to payment collected — no manual handoffs, no coverage surprises, no revenue left behind.

01
Schedule
Appointment booked in PMS — patient & insurance data flows in automatically.
Auto-Import
02
Verify
Real-time eligibility check 24–72 hrs before the visit. Coverage gaps flagged instantly.
Real-Time
03
Chairside
Provider gets full benefits summary, coverage estimates, and patient balance at point of care.
15 Templates
04
Clean Claims
AI scrubs every claim — catches coding errors, applies modifiers, routes to the right payer.
AI Verified
05
Payment Audit
Every EOB compared against fee schedules. Underpayments flagged and queued for recovery.
$59K+ Found
$59K+ Underpayments found in first validation
27% Of claims are underpaid
$29.5M Projected recovery across waitlist
100+ Offices on the waitlist
The Problem

Dental Practices Lose Thousands Every Month

Revenue leakage happens at every step of the billing cycle — and most practices don't see it until it's too late.

5–15%
Average claim denial rate across dental offices
Each denial requires manual rework, resubmission, and carrier follow-up — eroding margins and consuming staff hours that belong with patients.
48+ hrs
Average time to verify patient eligibility manually
Front desk teams spend hours on hold with payers, leaving patients without accurate coverage data before their appointment.
$30–80K
Annual underpayment exposure per practice
Payers regularly underpay against contracted fee schedules. Without an audit system, most practices never discover — or recover — what they are owed.
How It Works

Revenue Intelligence Across the Entire Patient Journey

EDiFi runs in the background of your practice — automating every revenue touchpoint from the moment an appointment is booked to the day a payment is reconciled.

Before the Appointment
STEP 01

Patient Scheduled

EDiFi connects to your PMS. When an appointment is booked, patient and insurance data flows into the platform automatically — no manual entry needed.

PMS Auto-Import
STEP 02

Eligibility Verified

EDiFi submits a real-time eligibility check 24 to 72 hours before the appointment. Coverage gaps, benefit limits, and remaining maximums are flagged immediately.

AI Verified
STEP 03

Chairside Ready

Before the patient arrives, the team sees a complete benefits summary — remaining maximums, deductible status, covered procedures, and estimated patient balance.

Pre-Visit Ready
At & After the Appointment
STEP 04

Treatment Planned

Providers enter procedure codes and EDiFi shows coverage estimates, prior authorization requirements, and exact patient financial responsibility in real time.

Real-Time Coverage
STEP 05

Clean Claims Submitted

EDiFi scrubs every claim before transmission — catching coding errors, applying correct modifiers, and routing to the right payer. Fewer rejections, faster payment.

AI Claim Scrub
STEP 06

Payments Audited

When EOBs arrive, the Payment Audit Engine compares every reimbursement against contracted fee schedules. Underpayments are flagged and queued for recovery.

Underpayment Detection
app.getedifi.com/eligibility
EDiFi / Verify Insurance
Wednesday, Apr 23, 2026 · admin@elitedentalforce.com
Sarah M. Johnson
DOB: 03/12/1985  ·  Appt: 10:00 AM, Dr. Carter  ·  Op 1
VERIFIED
Today, 7:42 AM · Auto-verified
Delta Dental PPO | Group: GRP-44729 | Subscriber ID: DDL-887234 | Effective: 01/01/2026 | Plan Type: PPO
Annual Max
$1,500
In-network
Remaining
$1,500
No claims this year
Deductible
$50
Individual
Ded. Met
$0
$50 remaining
Coverage by Category
Category Coverage Deductible Notes
Preventive 100% Waived Cleanings, exams, X-rays
Basic Restorative 80% After ded. Fillings, simple extractions
Major Restorative 50% After ded. Crowns, bridges, dentures
Periodontics 80% After ded. SRP, maintenance
Orthodontics Not covered No ortho benefit
Frequency Limits & Eligibility
Procedure Limit Last Date Status
Prophy / Cleaning (D1110) 2×/year 09/14/2025 ✓ Eligible
Bitewing X-rays (D0274) 1×/year 04/20/2025 ✓ Eligible
Periodic Exam (D0120) 2×/year 09/14/2025 ✓ Eligible
Comprehensive Exam (D0150) 1×/lifetime 03/08/2019 ✗ Not eligible
Crown (D2740) 1× per 5 yrs ✓ Eligible
Fluoride Treatment (D1208) 2×/year 09/14/2025 ⚑ Apr 14
Coverage Alerts
✓ No ERISA flag
State-regulated plan — standard coverage rules apply.
✓ No waiting periods
Plan active since 01/01/2026. No missing periods detected.
Patient Est. Portion
For today's visit
Prophy$0
Exam$0
X-rays$0
Patient Total$0
Secondary Insurance
No secondary insurance on file
↻ Re-verify Coverage
Verified
Delta Dental PPO
<5 min
Avg. check time
Eligibility Intelligence

Know Before the Patient Walks In

EDiFi's MVP module eliminates coverage surprises with real-time payer verification — automatically, 24 to 72 hours before every appointment.

  • Real-time payer connectivity — no hold times, no manual lookups
  • Full benefit breakdown — maximums, deductibles, waiting periods, frequency limits
  • Coverage gap alerts — flags issues before the appointment, not after
  • Voice AI fills gaps — Bella calls the carrier automatically for missing data
Explore Eligibility Module
Revenue Analytics

See Exactly Where Revenue Is Going

EDiFi surfaces the metrics your billing team and office manager need to make fast, confident decisions — production, collections, A/R, and denial trends all in one view.

  • A/R aging dashboard with payer-level breakdowns
  • Production vs. collection trend analysis
  • Denial rate tracking by payer, provider, and procedure
  • Exportable reports for leadership and DSO oversight
Explore Analytics Module
app.getedifi.com/analytics
EDiFi revenue analytics dashboard showing A/R aging, production vs. collection trends, and payer-level denial analysis
$29.5M
Projected recovery
27% less
Denials this month
app.getedifi.com/payment-audit
Payment Audit Engine
Wednesday, April 9, 2026 · 142 claims audited
$59,284
Recoverable
38
Underpaid
104
Accurate
All Claims Underpaid 38 Disputed 7 Resolved
CLAIMPAYERCODE CONTRACTPAIDVARIANCESTATUS
CLM-4821 Delta Dental PPO D2740 $1,180 $892 −$288 UNDERPAID
CLM-4819 Cigna DPPO D4341 $320 $248 −$72 DISPUTED
CLM-4817 Aetna Dental D2750 $1,050 $614 −$436 UNDERPAID
CLM-4815 MetLife DPPO D0150 $95 $95 $0 ACCURATE
CLM-4813 Guardian PPO D7140 $185 $131 −$54 UNDERPAID
CLM-4810 BCBS Dental D4342 $290 $290 $0 ACCURATE
CLM-4808 United Concordia D3330 $780 $592 −$188 UNDERPAID
$59K+
Underpayments found
142
Claims audited today
Payment Audit Engine

Recover the Revenue You Are Already Owed

Payers regularly underpay against contracted rates. EDiFi's audit engine catches every discrepancy — and generated $59,000+ in recoverable revenue for a single practice in its first 30 days.

  • Automated EOB comparison against fee schedules
  • Underpayment flagging with recovery documentation
  • Payer-by-payer accuracy reporting
  • DSO-ready multi-location audit dashboards
Explore Payment Audit
EDiFi Enterprise

One Platform. Every Revenue Workflow.

EDiFi Enterprise is not a point solution. It is a complete revenue intelligence system — every module works together so nothing falls through the cracks between eligibility, claims, and collections.

Intelligence Layer

Built-In AI Intelligence

Every module in EDiFi Enterprise is powered by AI — not as an add-on, but as the core of how the system thinks, decides, and acts on your behalf.

  • Knowledge Compass — AI answers payer questions in real time
  • DMAIC Intelligence Agent — Lean Six Sigma revenue leakage analysis
  • AI appeal letter drafting with clinical context
  • Bella Voice AI — inbound calls, after-hours, outbound payer calls
  • Voice perio charting — hands-free clinical documentation
Operations Layer

Full Revenue Cycle Operations

EDiFi handles every operational step — from patient scheduling through payment recovery — so your team focuses on patients, not on chasing insurance.

  • Eligibility intelligence — coverage confirmed before every visit
  • Clean claims — AI scrubbed, CDT/ICD-10 coded, payer-ready
  • Payment audit — EOB matched to fee schedules automatically
  • Medical billing crossover — $80K–$200K new revenue per practice
  • DSO orchestration — multi-location rollup and payer management
Explore EDiFi Enterprise
Who Uses It

Built for Every Role in Your Practice

EDiFi delivers the right intelligence to the right person — whether they are at the front desk, chairside, or managing the billing operation.

Friendly dental front desk professional at reception desk
Front Desk

Eligibility Before the Call Ends

Verify coverage in under 5 minutes before the patient hangs up. No hold time, no callbacks.

Doctor reviewing patient treatment plan in clinical setting
Doctor

Treatment Plans That Close

Present procedures with exact insurance coverage and patient cost — confidence at case presentation.

Dental billing coordinator working at computer in professional office
Billing Team

Clean Claims, Faster Reimbursement

AI claim scrubbing catches errors before submission. Spend time on exceptions, not rework.

Dental office manager reviewing revenue analytics and performance charts
Office Manager

Revenue Visibility That Drives Action

A/R aging, collection trends, and denial rates in one dashboard. Know your numbers every morning.

Front Office — Scheduling

The Calendar Your Front Desk Has Always Needed

EDiFi's appointment calendar syncs with your PMS and surfaces eligibility status, patient alerts, and financial flags directly on the schedule — so your front office knows exactly what to expect before the day starts.

  • Color-coded eligibility status on every appointment block
  • Patient balance and coverage alerts at a glance — before check-in
  • One-click verification queue — run batch checks for the full day in seconds
  • Integrates with Dentrix, Eaglesoft, Open Dental, and Curve — no duplicate entry
See Scheduling Features
app.getedifi.com/schedule
EDiFi / Appointments
Tuesday, Apr 22, 2026 Today Day Week
+ Make Appt ✓ Verify All Unscheduled
OPERATORY 1DR. CARTER, JAMES
OPERATORY 2DR. PATEL, SARAH
OPERATORY 3DR. NGUYEN, DAVID
8am
James Miller
8:00 am · EMI
David Chen
8:00 am · Unknown
Sarah Johnson
8:30 am · United Healthcare
9am
Maria Rodriguez
9:30 am · Select Health
10am
Robert Thompson
10:00 am · Delta Dental
Emily Davis
10:00 am · Delta Dental
Jennifer Lee
10:30 am · Delta Dental
11am
Patricia Wilson
11:00 am · Meridian Health
12pm
Lunch
Lunch
Lunch
1pm
Christopher Brown
1:00 pm · Delta Dental
Angela Martinez
1:00 pm · United Concordia
William Harris
1:30 pm · Guardian Dental
2pm
Michelle Taylor
2:00 pm · Aetna
Amanda Clark
2:00 pm · EMI
3pm
Lisa Anderson
3:00 pm · Equitable
Daniel White
3:00 pm · Delta Dental
Daily Production
Scheduled$4,285
Goal$5,000
$3,142
Net
14
Pro
Eligibility Today
Verified9
Pending3
Not Verified2
ERISA Flag2
Run Verification — All
Confirmation Status
Unconfirmed4
Confirmed5
Arrived3
Ready2
14 / 16
Verified Today
2 Alerts
Coverage Gaps
app.getedifi.com/chairside
EDiFi / Chairside
✓ Step 1 — Select Specialty
Step 2 — Select Procedure Template
GP
General Dentistry
Full-scope primary dental care
Endo
Endodontics
Root canal therapy & pulpal pathology
Perio
Periodontics
Gum disease, implants & supporting structures
OMFS
Oral & Maxillofacial Surgery
Surgical procedures of mouth, jaw & face
Prosth
Prosthodontics
Restorations, implants & prosthetic design
Ortho
Orthodontics
Dentofacial orthopedics & alignment
Pedo
Pediatric Dentistry
Dental care for children & adolescents
OPath
Oral & Maxillofacial Pathology
Diagnosis of oral disease & lesions
What procedure are we doing today?
Select a procedure to load the right documentation template.
Crown Preparation
D2740 MAJOR
Once per 5 years per tooth (most plans)
Scaling & Root Planing
D4341 D4342 PERIODONTIC
D4341: 4+ teeth per quadrant. D4342: 1-3 teeth per quadrant
Medical Billing · MODERATE DUAL SUBMISSION
Simple Extraction
D7140 ORAL SURGERY
One extraction per tooth
Root Canal — Molar
D3330 BASIC
Once per tooth (lifetime)
Composite Restoration
D2140 D2150 D2160 BASIC
Frequency varies by plan and surface count
New Patient Comprehensive Exam
D0150 DIAGNOSTIC
Once per lifetime per practice (most plans)
Adult Prophylaxis
D1110 PREVENTIVE
Typically 2× per year. Active perio patients should have D4910 instead.
Periodontal Maintenance
D4910 PERIODONTIC
Every 3-4 months following active perio. Cannot be billed same day as D1110.
Medical Billing · MODERATE DUAL SUBMISSION
Frenectomy / Frenotomy
D7961 ORAL SURGERY
Once per frenum (lingual or labial)
Medical Billing · HIGH MEDICAL FIRST
Sleep Apnea Oral Appliance (OAT)
D5988 PROSTHODONTIC
Replace every 3-5 years based on device wear
Medical Billing · HIGH MEDICAL FIRST
Periodic Recall Exam
D0120 PREVENTIVE
Typically 2× per year (every 6 months)
Soft Tissue Biopsy
D7285 D7286 ORAL SURGERY
Per lesion biopsied
Medical Billing · HIGH MEDICAL FIRST
15 Templates
Ready to Use
Auto-Maps
CDT → CPT
Chairside — Doctor Templates

Every Procedure. Documented and Billed Right.

EDiFi's Chairside Workspace gives doctors 15 pre-built clinical templates — from perio charting to medical billing crossover — so documentation and billing happen at the chair, not after hours.

  • 15 procedure templates: crowns, extractions, implants, perio, OSA, frenectomy, biopsy & more
  • Automatic CDT → CPT crosswalk for medical billing — no manual code lookup
  • Clinical indicators and ICD-10 codes auto-suggested from documented findings
  • One-click CMS-1500 generation for medical payer submission
Explore Medical Billing Crossover
Core Modules

Everything Your Revenue Team Needs

EDiFi is a modular platform — each component handles a specific phase of the revenue cycle and works seamlessly with the others.

Eligibility Intelligence

Real-time coverage verification via EDI 270/271. Benefit breakdowns, deductible tracking, and pre-appointment coverage gates surfaced to your team automatically.

Voice AI & Automation

Bella AI handles inbound calls, after-hours booking, and outbound payer calls. Voice-driven perio charting lets clinicians dictate findings hands-free.

$59K Found in Validation

Payment Audit Engine

Every EOB matched against contracted fee schedules. Underpayments identified, classified, and queued for recovery — automatically.

Claims & Denial Recovery

AI claim scrubbing, denial command center, and AI-generated appeal letters with clinical context. Appeal outcome learning improves win rates over time.

$80K–$200K New Revenue

Medical Billing Crossover

Identifies dental procedures billable to medical insurance at higher reimbursement rates. CDT→CPT mapping, CMS-1500 forms, and medical payer enrollment built in.

Enterprise Operations

Morning huddle, AR recovery dashboard, benefit maximization, pre-authorization management, provider scorecards, and unscheduled treatment board — your full ops suite.

Chairside Workspace

Real-time clinical documentation with procedure templates, CDT/auth/coverage inline, vitals tracking, and medical billing signal panel all in one chairside view.

DSO & Multi-Location

Multi-office command center with cross-location revenue rollup, payer agreement management, network compliance dashboard, and provider performance analytics.

Payer Intelligence

Knowledge Compass answers payer questions instantly. 489 CDT codes, 15 payer rule sets, ICD-10 crosswalks, and 50-state regulatory data loaded and searchable.

Integrations

Works With Your Practice Management System

EDiFi integrates directly with the PMS your team already uses — no migration, no disruption, no retraining required.

Dentrix Dentrix Ascend Open Dental Curve Dental Eaglesoft

More integrations coming — Dolphin, Carestream, Fuse, and others. Request your PMS.

Security Status
All systems operational
All Clear
AES-256 Encryption Active
HIPAA Compliance
RBAC Access Control
Audit Logging Active
BAA Ready
Zero Breaches 0
HIPAA SOC 2 AES-256 TLS 1.3 BAA RBAC
Recent Audit Log
09:41 AM Admin login — 2FA verified OK
09:38 AM Eligibility record accessed OK
09:22 AM Role permission updated Logged
09:17 AM Claim exported — audit trail attached OK
AES-256-GCM •••••••••••••••••••••••••••••••••••••• Encrypted
Security & Compliance

Enterprise-Grade Security for Patient Data

Elite Dental Force maintains rigorous security standards to protect your practice and every patient record — because your patients trust you with the most sensitive information they have.

HIPAA Compliant
Full HIPAA compliance with BAA support, RBAC, and complete audit logging
End-to-End Encryption
All data encrypted in transit and at rest with AES-256
BAA Support
Business Associate Agreements available for all covered entities
99.9% Uptime SLA
Enterprise reliability for mission-critical operations
Validated Outcomes

Real Results From Beta Practices

These numbers come from actual EDiFi deployments with dental offices in Utah — not projections, not estimates.

27%
Average denial reduction
AI claim scrubbing and pre-visit eligibility eliminate the most common denial causes before they occur.
$80K–$200K
New annual revenue from medical billing crossover
Practices unlocking CPT billing for medically necessary dental procedures — sleep apnea, frenectomies, biopsies — through the EDiFi medical billing module.
<5 min
Eligibility verification time
What used to take 48+ hours on hold with payers now happens automatically in under 5 minutes.
100+
Offices on the waitlist
Dental practices across the country are waiting for access. We are onboarding by region with full white-glove support.

See the Platform in Action

Schedule a personalized demo and see how EDiFi handles eligibility, claims, and payment audits for your practice.