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What you'll accomplish

By the end of this guide, you'll have DentalRobot connected to your practice management software — automatically verifying insurance eligibility for every upcoming appointment, writing results directly into your patient charts, and eliminating 5–10 hours of weekly manual portal-checking.

What you'll need

  • DentalRobot account (custom pricing — requires a demo/quote from dentalrobot.ai)
  • Your PMS login credentials (Dentrix, Eaglesoft, or Open Dental)
  • Admin access to your PMS to install an integration connector
  • Time needed: 60–90 minutes for initial setup with DentalRobot support
  • Cost: Contact DentalRobot for pricing (typically subscription-based for DSOs; per-verification pricing available for independent practices)

How-To Guide: Automate Insurance Verification with DentalRobot

Step 1: Request a demo from DentalRobot

Go to dentalrobot.ai and click Request a Demo. Fill in your practice details (practice size, PMS software, current verification process). A DentalRobot representative will contact you within 1–2 business days to schedule a discovery call and walkthrough.

What you should see: A confirmation email with scheduling options.

Troubleshooting: If you don't receive a response within 2 business days, call or use the live chat on their site. The sales process is fast for independent practices.