Dental practices

Dental-tuned financial engagement.

Built for general dentistry, orthodontics, oral surgery, pediatric and group dental practices.

Use Copay Health AI to connect treatment plans, CDT-coded procedures, insurance benefits and out-of-pocket exposure with AI-driven payment journeys for patients and families across pre-visit, post-visit and recovery.

Why this industry

Dental needs both clarity and convenience.

Case acceptance, out-of-pocket uncertainty, hygiene recall gaps and phone-based billing workflows strain teams and patients. Copay Health AI prepares patients financially and clarifies options so your practices can focus on care and access.

  • Higher acceptance of recommended treatment plans.
  • More patients financially ready before appointments.
  • Fewer inbound billing and financing calls.
AI payment journeys

Pre-visit, Post-visit and Recovery for dental

All three Copay Health AI modules work together to support dental operations — from scheduling and treatment planning to post-visit collections, membership plans and aging balances.

Pre-visit Module

Estimate patient responsibility for planned procedures and CDT-coded services, share digital wallet links, and confirm readiness before the patient sits in the chair.

  • AI-estimated copays, deductibles and remaining benefits for dental treatment plans.
  • SMS/email journeys that set expectations before the visit.
  • Fewer last-minute cancellations and reschedules.

Post-visit Module

Resolve dental balances faster with AI-selected outreach and wallet-friendly payment options, without overloading your front office or billing partner.

  • Right-time nudges after completed visits or phased treatment plan appointments.
  • Apple Pay, Google Pay and AI-driven payment plans for larger restorative, ortho or implant cases.
  • Reduced calls about “how much is left on my balance?”.

Recovery Module

Focus on aging dental balances that can still be resolved before bad debt, with respectful AI outreach that protects long-term relationships.

  • Segments aging balances by risk, payer mix and patient payment behavior.
  • Offers share links so family members can support payments.
  • Helps avoid sending resolvable balances to collections.
Dental results

What dental leaders can expect

Outcomes will vary by organization, but dental groups typically see measurable improvements in acceptance, collections and staff experience.

Higher acceptance

More patients saying “yes” to recommended treatment when costs and options are clear up front.

More collected up front

More copays, coinsurance and deposits captured before or on the day of service.

Fewer billing calls

Fewer inbound questions about remaining balances and financing options.

Faster balance closure

Faster resolution of dental balances compared to statement-only workflows.

Dental operations

Support providers, treatment coordinators and billing

Copay Health AI is designed to complement your existing practice management and RCM tools — not replace them. Dental teams get fewer financial surprises and clearer next steps.

Treatment coordinators

Spend more time explaining care and less time chasing payments and signatures.

Front office & billing

Handle fewer inbound calls while offering a modern digital wallet experience.

Group and DSO leaders

Use journey and payment data to understand performance across locations, providers and service lines (hygiene, restorative, specialty).

See it in action

Explore Copay Health AI for dental practices

Walk through example journeys for general dentistry and specialty care, and see how Copay Health AI can increase acceptance and improve collections for your dental organization.