What does the clinical record support?
CDT terminology, descriptors, and coding guidance are grounded in applicable American Dental Association (ADA) CDT materials, with clinician review.
INTRODUCING BILLIMAX In development
Intelligence for the
modern dental practice.
Bring the whole practice into focus. Billimax is being built to connect authorized practice, clinical, insurance, and financial data—helping teams find opportunities, prevent revenue leakage, and know what needs attention.
PRACTICE OVERVIEW
Fictional demo dataSee what needs attention.
Patient opportunities12 to review
Pre-walkout reviews6 open items
Claims needing attention4 to reconcile
Potential recovery$2,480Illustrative · subject to review
Patient opportunities
REVIEW QUEUEInteractive product concept. All records, counts, and amounts are fictional; this is not a live application or a statement of deployed capabilities.
A MORE CONNECTED PICTURE
Your data tells a story.
The gaps matter, too.
A treatment plan without an appointment. A completed procedure without matching documentation. A payment that needs a second look.
These moments sit between clinical, scheduling, and financial workflows. Billimax is designed to bring them together, so the next step is easier to see.
Connected to your existing systems
Findings grounded in source records
Built for staff review and action
THE BILLIMAX PLATFORM
One foundation.
A fuller view of
your practice.
Five connected capability areas, from the first patient conversation to the financial picture.
Designed for the whole workflow. An initial Opportunity review workflow has been developed. The areas shown here describe the broader product direction.
01Patient Intake & Interactive Visit Discovery
Better context before the visit begins.
Patient Intake & Interactive Visit Discovery
Better context before the visit begins.
Combine patient-provided information with authorized longitudinal practice history to help teams capture and clarify relevant details before and during a visit.
Clinical findings, diagnosis, and treatment decisions remain with the treating clinician.
02Patient Opportunity Intelligence
Turn existing evidence into a prioritized worklist.
Patient Opportunity Intelligence
Turn existing evidence into a prioritized worklist.
Surface existing or unscheduled treatment, recall, follow-up needs, scheduling gaps, and insurance-timing context. Show why an opportunity needs attention and let staff confirm the next step.
Opportunities must be grounded in existing records and clinician review; billing history alone is not a basis for inventing treatment.
03Pre-Walkout & Pre-Claim Intelligence
Catch issues before walkout becomes a claim.
Pre-Walkout & Pre-Claim Intelligence
Catch issues before walkout becomes a claim.
Reconcile completed procedures, documentation, providers, fees, and insurance context while discrepancies are still easier to resolve—before checkout and downstream billing.
A closer look at pre-walkout review04Revenue Recovery & Collections
Know what to work next, and why.
Revenue Recovery & Collections
Know what to work next, and why.
Help teams review outstanding claims, denials, potential underpayments, missing documentation, and appeal or follow-up opportunities. Prioritize A/R and assess patient collections readiness after adjudication.
The product direction is evidence-backed work prioritization and reconciliation, with staff controlling follow-up and collections.
05Finance, Audit & Practice Intelligence
Understand the practice behind the numbers.
Finance, Audit & Practice Intelligence
Understand the practice behind the numbers.
The longer-term direction connects payments, payment allocations, adjustments, production, and collections with insurance and operational performance.
Build a clearer picture of financial inconsistencies, practice KPIs, and the workflows behind them.
BEFORE THE PATIENT LEAVES
Catch issues before
walkout becomes
a claim.
Pre-Walkout & Pre-Claim Intelligence brings the visit into one review, helping staff identify missing or inconsistent information before it becomes a billing, balance, or production problem.
Planned reconciliation, wherever authorized data is available. Staff review findings and make corrections in the appropriate source system.
Discuss your walkout workflowVisit reconciliation
Illustrative pre-walkout review
Completed proceduresProcedure, tooth, and surface context
MatchedProvider & fee detailsRendering / billing providers and fees
MatchedClinical documentationSupporting note requires confirmation
CheckInsurance informationPlan context and payer-required information
MatchedSupporting documents & attachmentsConfirm availability and requirements
CheckThe next step belongs to your team.
Review the evidence. Resolve the discrepancy.
HOW BILLIMAX WORKS
An intelligence layer.
Your systems stay at the center.
Your practice-management system remains the system of record. Billimax is designed to connect authorized information and make it useful across workflows.
- 01
Authorized
practice systemsPractice, clinical, scheduling, insurance, and financial records.
- 02
Integration
adaptersConnect through supported methods with practice authorization.
- 03
Canonical
data layerOrganize information consistently while retaining its source.
- 04
Billimax
intelligenceIdentify opportunities, missing context, and inconsistencies.
- 05
Staff review
& actionReview evidence, confirm findings, and decide the next step.
Source facts stay distinct from Billimax findings. The architecture is designed to preserve traceability back to original records.
Two knowledge layers. Kept distinct.
Planned coding and payer intelligence uses different sources for different questions.
What does this plan or contract require?
Coverage, frequency limits, exclusions, reimbursement, bundling or downcoding, prior authorization, and documentation requirements depend on the insurer, plan, or provider contract.
AFTER ADJUDICATION
From a payer response
to a clearer next step.
Revenue Recovery & Collections is designed around a practical question: What should we work next, why, and what revenue may be recoverable?
01
Find the exception
Outstanding claims, denials, potential underpayments, or missing documentation.
02
Understand the evidence
Review payer responses, source records, and applicable plan or contract context.
03
Prioritize the next action
Support staff-led follow-up, appeals, A/R work, and patient collections readiness.
THE BROADER VISION
Beyond the
revenue cycle.
The same foundation can support a wider view of practice performance as capabilities are developed and validated.
Scheduling optimizationHygiene & recall performanceCase acceptance analysisPatient communication effectivenessProvider & productivity analysisOperational KPIsInsurance performanceForecasting
Platform direction, not a list of commercially deployed features.
BUILT TO WORK TOGETHER
Your existing systems.
A new layer of insight.
Billimax is being developed to complement the systems dental practices already use, through authorized, vendor-supported integration methods.
Integration inquiriesOpen Dental
Used for development integration and validation, with the supported Open Dental API as the primary integration method.
Eaglesoft
Evaluating the supported integration pathway. Billimax is not currently an approved Patterson/Eaglesoft integration.
DEVELOPMENT TODAY
A source-aware application and data layer is under development. An initial Opportunity review workflow has been developed. Broader capabilities are being shaped and validated.
OUR APPROACH
AI-assisted.
Accountable to your team.
Billimax is built around a simple operating philosophy: surface the evidence, explain the finding, and keep important actions reviewable.
Evidence before action
Show source context, missing information, inconsistencies, and recommended next steps so authorized staff can assess each finding.
People remain responsible
Clinicians own diagnosis and treatment. Staff control patient contact, scheduling, claims, payments, collections, and changes to practice records.
Deliberate development
Start with read-only access and sandbox or synthetic data where available. Real patient data requires appropriate authorization, agreements, and security controls.
LET’S START A CONVERSATION
Better practice intelligence
starts with understanding
your practice.
For dental practices, DSOs, RCM teams, and integration partners.
Talk with BAIES about the workflows that matter to you.