Estimates Made Simple for Patients AND Staff

Pre-Treatment Estimate applies your patient's verified benefits to the proposed treatment — showing the expected insurance contribution, patient share, and the plan rules behind the calculation.

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Overjet RCM benefits view showing general maximum and deductibles

General maximum · individual

$827 left

$173 used of $1,000 · calendar year

Verify

Benefits and plan details, across 300+ payers

Automatically verifies coverage with the payer before each visit
Patients needing attention surface first
Plan clauses pulled up front, not buried in the document

Patient portion

$457.72

Ready before the visit

Estimate

Patient-specific, before the visit ends

Pulled from the treatment plan in your PMS
Insurance contribution and patient share, by procedure code
Considers downgrades, frequency limits, waiting periods, and coordination of benefits

Overjet RCM plan summary showing coverage rules

Explain

Perio maintenance (D4910) is covered 2x / calendar year.

Explain

The reasoning behind every number

The specific rules that shaped the estimate
Coverage at a glance across treatment categories
Answers the cost question in the moment

Product views shown with sample data. No patient information is displayed.

Total cost

$1,108.61

4 procedures · PPO plan

Estimated insurance

$650.89

$827 of $1,000 annual max remaining

Patient portion

$457.72

Ready to collect at checkout

Procedure	Fee	Insurance	Patient
D2740 – crown, porcelain or ceramic	$890.45	$432.73	$457.72
D0120 – periodic oral evaluation	$32.60	$32.60	$0
D1110 – prophylaxis, adult	$77.92	$77.92	$0
D0274 – bitewings, four images	$107.64	$107.64	$0

Explain: why $457.72?

Crown covered at 50%
Downgraded to noble metal cast crown
$25 deductible applied
Preventive paid at 100%
Replacement frequency met

Sample data shown. Estimates are based on payer-reported benefits and are not a guarantee of payment.

Patients see every line item — and the plan rule behind it.

Pre-Treatment Estimate breaks it down procedure by procedure — total cost, estimated insurance, patient share. And when a plan rule changes a number, the rule is visible too. Estimates are not a guarantee of coverage or payment.