Insurance Pre-Authorization Assistant
How we built a custom AI assistant that generates insurance pre-authorization documents for dental practices — cutting paperwork from 45 minutes to under 2 minutes per patient.
45 minutes of copy-paste paperwork per patient
Every pre-authorization required the front desk to manually pull treatment plan details from Dentrix, look up the correct CDT codes, cross-reference the patient's insurance policy, write a clinical narrative, format it to the carrier's template, and attach supporting documentation. For a practice doing 5–8 pre-auths per day, this consumed an entire staff member's time.
- 45 minutes per pre-authorization, 5–8 per day
- Manual CDT code lookup prone to errors
- Each carrier has different submission templates
- Previously denied codes not tracked — same mistakes repeated
- One full-time staff member essentially dedicated to paperwork
AI assistant that generates submission-ready pre-auth documents
We built a custom AI assistant trained on the practice's Dentrix data and insurance carrier requirements. The front desk uploads a treatment plan and policy details, and the assistant generates a complete pre-authorization document — correct CDT codes, clinical narrative, carrier-specific formatting, and flagged codes that were denied in the last 6 months with extra justification automatically added.
Front desk uploads treatment plan + policy details
Assistant matches correct CDT codes from Dentrix
Generates pre-auth narrative in carrier's submission format
Attaches relevant X-ray descriptions
Flags codes denied in last 6 months, adds extra justification
Output: submission-ready document in under 2 minutes
Pre-auth paperwork went from a full-time job to a button click.
The staff member who had been dedicated to pre-auths was reassigned to patient-facing work. Denial rates dropped because the assistant automatically added stronger justification for historically denied codes. The practice started processing pre-auths same-day instead of letting them pile up over the week.
Don't sweat the small stuff.Automate it.
Book a free operations audit. We'll walk through your day-to-day, identify where custom-built automation infrastructure can create the most impact, and give you an honest assessment.
Or email us at hello@eidos.works