Needletail AI
Emerging groups · 2 to 10 locations

Your front desk shouldn't be your insurance verification department.

Needletail verifies benefits, makes the carrier calls portals can't answer, and writes the full breakdown into your PMS, so your team can focus on patients.

See What a Complete Verification Looks Like

A real benefit breakdown in a 30-minute call with Jofin Joseph, Co-Founder and CEO.

100+

US dental carriers covered

15 days

from signature to go-live

99.99%

uptime commitment

Writes back intoCareStackOpen DentalDentrix
Completed verification · example
Active

Recall + bitewings

PPO · appointment in 5 days

6/6
  • Maximums
    portal
  • Deductibles
    portal
  • Frequency limits
    portal
  • Waiting periods
    carrier call
  • Missing tooth clause
    carrier call
  • Coordination of benefits
    portal
Written back to your PMSbefore the visit

Trusted by dental groups

Morrison Dental Group logoDr. Dan's Pediatric Dentistry logoDental Depot logoRocklin Comprehensive Dentistry logoActive Dental logoKids Tooth Team logoPortland Children's Dentistry logoBeam Dental logoSan Francisco Dental Wellness logoSound Surgical Arts logoStar Dental Institute logoCapehart Family Dentistry logoMorrison Dental Group logoDr. Dan's Pediatric Dentistry logoDental Depot logoRocklin Comprehensive Dentistry logoActive Dental logoKids Tooth Team logoPortland Children's Dentistry logoBeam Dental logoSan Francisco Dental Wellness logoSound Surgical Arts logoStar Dental Institute logoCapehart Family Dentistry logo

2 to 10

locations

Who this is for

Verification stopped fitting in one person's head.

You're not shopping for AI. You're trying to stop insurance work from eating the hours that should go to patients.

OwnersOffice managersFront desk leads
The problem

Why manual insurance verification gets harder as you grow.

1

Front desk, two jobs

The same people greeting patients are chasing payers. One competes with the other.

2

One person, one point of failure

When the dedicated verifier is out sick, the process stops.

3

A wrong estimate costs more than it looks

None of it shows up on the verification line. It shows up as cancellations, rework, and awkward balance calls.

How one missing detail travels

Incomplete verification
Wrong estimate
Surprised patient
Cancellation, rework, and a balance call

Built for how you price cases: the full breakdown, not just active status.

Eligibility vs. benefits

Active coverage isn't a benefit breakdown.

Dental eligibility verification confirms coverage is active. It doesn't tell your coordinator what to charge.

A benefit breakdown adds maximums, deductibles, frequency limits, waiting periods, and procedure-level coverage: the detail that actually prices a case.

Switch views to compare what lands in the PMS.

Needletail benefit breakdown
Active
Maximumscaptured
Deductiblescaptured
Frequency limitscaptured
Waiting periodscaptured
Procedure-level coveragecaptured
Missing tooth clausescaptured
Downgrade rulescaptured
Coordination of benefitscaptured

Written back to your PMS

PMS write-back

What we write into your PMS.

The full breakdown lands in the PMS fields your team already uses, before the appointment. Your coordinator can quote the patient's share with confidence instead of calling the carrier.

  • Plan details and maximums
  • Deductibles and remaining benefit
  • Frequency limits and waiting periods
  • Missing tooth clauses
  • Coordination of benefits
  • Coverage by procedure code
  • Benefit breakdown PDF and notes

Live on CareStack, Open Dental, and Dentrix (desktop). Additional PMS integrations are in development.

Your PMS · patient insurance
written by Needletail

General coverage

BenefitAllowedRemaining
Individual maximum$1,500.00$1,250.00
Family maximumNot applicableNot applicable
Individual deductible$50.00$0.00
Family deductible$150.00$100.00
Ortho lifetime maximum$1,000.00$1,000.00

Preventive

100%

Basic

80%

Major

50%

Maximums and deductibles, with remaining benefit, in the PMS's own coverage fields. Illustrative example data.
Jofin Joseph, Co-Founder and CEO of Needletail

See a real benefit breakdown on a 30-minute call. No slides.

Jofin Joseph · Co-Founder and CEO

Book a 30-Minute Call
How it works

How Needletail verifies insurance in five steps.

Portals first, then the phone, so the questions a portal can't answer still get answered before the visit.

1

Intake

New appointments are picked up from your PMS schedule automatically. Nothing new for the front desk to log into.

Timing

Verified ahead of the schedule. Covered for same-day patients.

The schedule is ready before the team clocks in. When the benefit year resets, Needletail reverifies against the new plan year.

Scheduled appointments

What happens before the visit

5-day SLA
verification startsappointment

Verification starts

At least 5 days before the visit, portal agents check the plan and our AI voice agent calls the carrier when the portal falls short.

Same-day appointments

When did the request come in?

surge fee applies
8 AM CT4 PM CT

within 4 business hours

Request at 9 AM CT: verified by 1 PM CT the same day.

Same-day appointments are verified within 4 business hours, for a small surge fee per verification. Business hours are 8 AM to 4 PM US Central; requests outside business hours are completed the next business day.

Accuracy

AI does the verification work. Our people step in where it falls short.

Every verification leaves a record of how each benefit detail was obtained.

AI

Portal agents

Collect what payer portals provide.

AI

AI voice agent

Calls the carrier when the portal falls short.

Human

Verification specialists

Complete anything automation cannot.

Written back to your PMSwith a record of how each detail was obtained
~2%

error rate

100+

US dental carriers covered, and growing

5 days

standard SLA, verified ahead of the visit

4 hrs

same-day SLA, in business hours

Customer story

Verified five days ahead. Less AR on the back end.

Alison Morrison, CFO of Morrison Dental Group
Watch their story
“Having insurance benefits verified five days in advance makes the appointment seamless. The patient knows their copay, and it reduces AR on the back end. Needletail has been absolutely phenomenal as a partner in achieving it.”
Alison Morrison

Alison Morrison

CFO · Morrison Dental Group

10

locations

90+

carrier spread

6,000+

verifications a month

Rollout

How long it takes to go live.

15 days

From signature to live verification

30 days

Optional pilot on selected locations, at no cost, if you want to compare first

Expand

In stages, once validated against your current output

How the 30-day pilot runs

1

Pick the locations

Choose the offices to start with.

2

Run it alongside

Your current process keeps running, at no cost.

3

Compare, then decide

Check our verifications against yours before you expand.

Straight talk: what we won't promise

Portal carriers move fast. Phone-required carriers take longer. A hold time is a hold time. We'd rather say that now than have a pilot say it for us.

Next step

Start a 30-day pilot on selected locations.

At no cost, with your current process running alongside. Compare the output, then decide.

Start Your 30-Day Pilot
Jofin Joseph

Your call is with Jofin Joseph,
Co-Founder and CEO.

Questions practices like yours ask

Eligibility confirms coverage is active. A breakdown adds maximums, deductibles, frequency limits, and procedure-level coverage, which is what you need to price a case.

No. It takes payer portal and phone work off the front desk so your team stays with patients.

Active status is not a benefit breakdown. Built-in tools return a status and can't call a carrier when the portal falls short.

Portal agents and our AI voice agent do the collection work. Our human verification specialists complete anything automation cannot.

Plan details, subscriber info, documents, notes, and the full benefit breakdown, in the fields your team already uses, with a record of how each benefit detail was obtained.

Needletail is live on CareStack, Open Dental, and Dentrix (desktop). Additional PMS integrations are in development.

Scheduled appointments are verified at least 5 days before the visit. Same-day appointments are verified within 4 business hours, for a small surge fee per verification. Business hours are 8 AM to 4 PM US Central; requests outside business hours are completed the next business day.

15 working days from signature to live verification. If you want to compare first, start with a 30-day pilot on selected locations, at no cost, then expand in stages.

Needletail is HIPAA compliant and signs a Business Associate Agreement (BAA) with every customer. Data is encrypted with AES-256 at rest and in transit, with role-based access and audit logging. SOC 2 Type II controls are in progress.