BAIES.
BILLIMAX BY BAIES

Intelligence for the
modern dental practice.

Billimax is a practice-specific AI assistant grounded in your authorized data, workflows, and patient history. It connects patient-facing conversations with practice-facing intelligence to help teams understand what needs attention, act earlier, and reduce revenue leakage across the patient journey.

Discuss Billimax Explore the platform
PRACTICE OVERVIEW

See what needs attention.

Patient opportunities12 to review
Visit / walkout reviews6 open items
Claims needing attention4 to reconcile
Potential recovery3 items to validatePotential recovery review

Patient opportunities

REVIEW QUEUE
Source facts → Findings → Staff reviewExplore a category to see the evidence

Illustrative Billimax interface · fictional practice and patient data.

A MORE CONNECTED PICTURE

Connected across the patient and revenue journey.

Billimax is designed to carry useful context from the first patient conversation through practice review, follow-up, and financial resolution.

  1. 01

    Before the visit

    Patient experienceForms, information review, medical and dental history, conversational intake through a practice link or tablet.

    Practice workspaceInsurance context, existing records, intake review.

  2. 02

    During the visit

    Patient experienceConcerns, clarifying answers, patient-requested discussion topics.

    Practice workspaceLongitudinal context, staff and clinician review, clinician-controlled findings.

  3. 03

    Before walkout / claim

    Patient experienceClarification with the dental team where needed.

    Practice workspaceProcedures, documentation, coding support, insurance, payer requirements, claim readiness.

  4. 04

    After the visit

    Patient experiencePractice SMS or email, recall or treatment follow-up, scheduling requests and responses.

    Practice workspaceOpportunity prioritization, practice rules, approved outreach, response tracking.

  5. 05

    After adjudication

    Patient experienceAppropriate practice message, secure account review, payment or office contact where enabled.

    Practice workspaceRecovery, A/R, established responsibility, reconciliation, approved collections workflow.

Across the practice

Finance · Audit · Payer performance · Recurring exceptions · Verified operational outcomes

THE BILLIMAX PLATFORM

One foundation.
A fuller view of
your practice.

Five connected areas bring the patient conversation, practice workflow, and financial picture together.

01

Patient Intake & Interactive Visit Discovery

Patient intake that understands the history.

Combine forms, patient conversation, and authorized longitudinal history into a smarter patient experience and useful context for the dental team, designed for the web or an office tablet with no download required.

Explore patient intake
02

Patient Opportunity Intelligence

From opportunity to action.

Move evidence-backed opportunities through prioritization, practice review, appropriate outreach, and outcome tracking. Support practice-approved communication through SMS, email, and secure links where enabled.

Explore opportunity outreach
03

Pre-Walkout & Pre-Claim Intelligence

Catch issues before walkout becomes a claim.

Reconcile procedures, documentation, providers, fees, insurance, and claim context before checkout or submission. Surface missing or inconsistent details for team review.

A closer look at pre-walkout review
04

Revenue Recovery & Collections

Know what to work next, and why.

Prioritize claim and A/R work, then support approved patient follow-up after adjudication and account reconciliation. Keep the supporting operational detail in the practice workspace.

Explore account follow-up
05

Finance, Audit & Practice Intelligence

See the practice behind the transactions.

Designed to connect financial activity and workflow exceptions with verified operational outcomes, from patient responses and appointments to resolved accounts and practice performance.

Explore practice intelligence

PATIENT INTAKE & INTERACTIVE VISIT DISCOVERY

Patient intake that understands the history.

Give patients a practice-specific digital experience that goes beyond static forms. Billimax is designed to let patients review, complete, and update registration, contact details, medical and dental history, insurance information, consent forms, and signatures through a secure web link or an office-provided tablet.

The conversation can draw on today’s answers and reason for visiting, authorized prior appointments and procedures, existing treatment plans, unresolved or unscheduled treatment, recall and follow-up history, and insurance context to ask relevant questions and prepare useful context for the dental team.

No download required
Practice web linkSMSEmailQR codeOffice tablet

Designed for patients to complete intake on their own device before the visit, or use a practice-provided tablet when they arrive.

Better patient conversations. Better practice context.

Patient responses and relevant history become structured visit context, with their sources kept visible for staff and clinician review.

PATIENT EXPERIENCE

Practice web linkNo download required
River DentalPowered by Billimax

Good morning, Jamie.

Let’s get you ready for today’s visit.

Contact information reviewedInsurance information reviewedMedical history updated

Reviewed or updated by Jamie. Insurance benefits have not been verified by this checklist.

Billimax

What brings you in today?

Jamie

One of my back teeth has been sensitive.

Billimax

Is the sensitivity mostly with cold, heat, biting, or does it happen on its own?

Jamie

Mostly with cold.

Billimax

Your dental team previously discussed treatment for tooth #19 that does not appear to have been completed. Would you like to discuss that with your dentist today?

Jamie

Yes, please.

Billimax

I'll include that for your dental team.

PRACTICE WORKSPACE

Visit context · Jamie R.

Clinician review required · Not a diagnosis

Today's concern
Posterior tooth sensitivity, mostly with coldPatient response today
Tooth associated with today’s concern
Not confirmedRequires clinician assessment
Patient-requested discussion
Previously documented treatment topic on #19Patient request today + prior treatment-plan record
Medical history
Updated by the patient todayIntake submission; clinical review pending
Insurance information
Reviewed by the patientPatient confirmation; separate benefit verification required
Prior context
Earlier clinician-established treatment discussion on #19Authorized treatment history

AI-generated context · Summary prepared from these sources for review, not a diagnosis.

Review source context

Current patient statement

“One of my back teeth has been sensitive.” Mostly with cold. The tooth has not been confirmed.

Historical treatment record

A clinician-established treatment plan for #19 remains open in this example’s sufficiently complete, reviewed history. Jamie asked to discuss that topic today.

The earlier plan is separate from today’s symptom and does not establish today’s completed services.

Clinical findings, diagnosis, treatment planning, procedure selection, and final clinical documentation remain with the treating clinician.

Illustrative Billimax interface · fictional practice and patient data.

PATIENT OPPORTUNITY INTELLIGENCE

From opportunity to action.

Surface evidence-backed opportunities across recall, preventive follow-up, clinician-established treatment that remains unscheduled, open scheduling needs, insurance timing, and patient-requested topics.

Billimax brings longitudinal, patient, workflow, insurance, and communication context into one review. It is designed to help practices approve appropriate action, follow up through their own SMS, email, or secure-link workflows, and track responses, scheduling, and outcomes where enabled by available integrations.

  1. Identify
  2. Prioritize
  3. Review and apply practice rules
  4. Approve appropriate action
  5. Outreach or staff action
  6. Patient response or scheduling
  7. Track outcome

PRACTICE WORKSPACE

Jamie R.

Existing treatment · No future appointment

Supporting evidence
  • Previously documented treatment.
  • No matching future appointment in the available schedule.
  • No recent outreach found in the available communication history.
Why bring it forward?

Jamie asked to discuss the topic. No clinical urgency is inferred.

Review and apply practice rules

Confirm the plan remains current, scheduling data is complete, follow-up is appropriate, and communication preferences permit the selected channel. Route uncertain cases to staff.

Example awaiting practice approval.

PATIENT COMMUNICATION

River DentalText message
Message preview

Hi Jamie, your dental team previously discussed treatment that has not yet been scheduled. Would you like to schedule a visit or have our office contact you?

Reply CALL if you would prefer someone from the office to contact you.

Practice communication powered by Billimax.

Treatment-related follow-up starts with documented care, recall protocols, patient responses, or other supported evidence. Clinical treatment decisions remain with the dentist.

Designed to support configurable outreach and scheduling workflows where enabled by the practice and available integrations.

Illustrative Billimax interface · fictional practice and patient data.

Explore this fictional example. Controls illustrate the workflow only; no messages, bookings, record changes, or payments are made.

BEFORE THE PATIENT LEAVES

Catch issues before
walkout becomes
a claim.

Bring completed procedures, tooth and surface details, treatment context, rendering and billing providers, fees, clinical documentation, insurance, and claim information into one evidence-backed review.

Where authorized data is available, Billimax surfaces missing or inconsistent details, supporting-document gaps, and items that need checking against the applicable payer’s requirements. Your team can review the evidence and resolve discrepancies before they become claim, balance, production, or collection problems.

Staff and clinicians decide what to correct in the appropriate source system. A review finding does not automatically change a claim or clinical record.

Discuss your walkout workflow

Visit reconciliation

Jamie R. · Visit documentation

Review needed
What needs attention

Surface detail needs confirmation.

The available sources do not yet establish matching procedure detail.

Review source evidence
Completed-procedure record
Tooth #19 · DO
Available clinical note
Tooth #19 · Surfaces not specified
Next step

Ask the treating clinician to confirm the service performed and the documentation. Do not fill in missing clinical facts from the procedure record alone.

Example awaiting reviewer action.

Pre-claim review

Supporting-document status is unresolved.

Check the applicable payer or plan requirement and available document references before submission. Not found in a feed does not mean a document does not exist.

Illustrative Billimax interface · fictional practice and patient data.

Example actions illustrate review only; source records are unchanged.

REVENUE RECOVERY & COLLECTIONS

Know what to work next, and why.

Bring outstanding claims, payer responses, denials, potential underpayments, missing documentation, A/R, and appeal opportunities into a prioritized view. See the reason for each finding, the supporting records, and the next action to assess.

Patient payment follow-up begins with appropriately established responsibility after adjudication and reconciliation of payments, adjustments, and account context. Billimax is designed to support practice-approved reminders, payment requests, secure payment links, and staff escalation where enabled, with outcomes tracked through the workflow.

Patients receive a simple message from their dental practice and a link to review their account in a browser. The practice workspace holds the supporting claim and reconciliation detail.

  1. Adjudication complete
  2. Responsibility established
  3. Account reconciled
  4. Practice-approved follow-up
  5. Response, payment, or escalation
  6. Outcome tracked

PRACTICE WORKSPACE

Patient account · Alex M.

Collection-readiness review

Review account evidence

Payer response

Insurance processing is complete and establishes $86.00 in patient responsibility in this example.

Account records

Payments and allocations are reconciled, and adjustments have been reviewed. The current amount agrees with the responsibility context.

A positive estimated balance alone does not establish a collectible patient amount.

Example awaiting practice approval.

Accounts with incomplete adjudication or unresolved reconciliation remain internal review items.

PATIENT COMMUNICATION & ACCOUNT

River DentalText message
Message preview

Hi Alex, your account has been updated following insurance processing. You can securely review your account here:

Practice communication powered by Billimax.

Designed to support practice-approved account reminders and secure payment links where enabled by the practice and available integrations. The account concept illustrates the destination after appropriate secure access.

Illustrative Billimax interface · fictional practice and patient data.

Explore this fictional example. Controls illustrate the workflow only; no messages, bookings, record changes, or payments are made.

FINANCE, AUDIT & PRACTICE INTELLIGENCE

See the practice behind the transactions.

Billimax is designed to connect production, patient and insurance payments, payment allocations, adjustments, collections, and A/R with the workflows behind them. Bring potential financial inconsistencies, missed charges, recurring exceptions, payer performance, and practice trends into a clearer operational picture.

  • Which findings were resolved, and what revenue was actually recovered?
  • Which payers generate the most follow-up?
  • Which workflow issues recur, and which offices or teams need attention?
  • Which patient opportunities become appointments?
  • Which approved outreach workflows result in patient responses?

FROM FINDING TO VERIFIED OUTCOME

  1. 01

    Identified

    An opportunity or exception with source evidence.

  2. 02

    Reviewed

    Practice confirms the facts and appropriate next step.

  3. 03

    Action taken

    Approved outreach, staff follow-up, or source correction.

  4. 04

    Verified outcome

    A response, confirmed appointment, resolved account, or collected payment supported by the record.

An inquiry, an appointment, completed care, and a collected payment remain distinct outcomes.

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 patient, clinical, scheduling, treatment, insurance, claims, payment, financial, and workflow context through supported integration methods.

  1. 01

    Authorized context

    Patient, clinical, scheduling, treatment, insurance, claims, payment, financial, and workflow records.

  2. 02

    Evidence-backed findings

    Useful context, opportunities, missing details, and inconsistencies with supporting sources.

  3. 03

    Practice review and approved action

    Review the facts, apply practice controls, and confirm the appropriate next step.

  4. 04

    Tracked outcomes

    Follow the response and verify what was resolved in the source records.

Keep the original facts, their sources, and Billimax’s interpretation visible at each step.

Practice Workspace

Evidence, prioritization, review, reconciliation, workflow controls, and outcome tracking.

Patient Experience

Forms, conversation, information review, responses, and secure account interactions, designed for a browser or office tablet.

Communication Channels

Practice-approved SMS, email, and secure web links connect patients with the appropriate experience.

BUILT TO WORK TOGETHER

Your existing systems.
A new layer of insight.

Designed to work with authorized practice-management, payer-connected, clinical, and financial data. Billimax is being designed to connect through supported vendor integration methods, with access and available workflows determined by each authorized connection.

Integration inquiries

OUR APPROACH

AI-assisted.
Accountable to your team.

Evidence you can inspect

See why something was surfaced, which records support it, and what remains uncertain. Patient answers, historical records, AI-generated prompts and summaries, and clinician-entered findings stay distinguishable.

Clinical decisions stay with clinicians

The treating clinician controls clinical findings, diagnosis, treatment planning, procedure selection, and final clinical documentation. Patient-reported symptoms and earlier treatment discussions provide context for review.

Practice controls guide action

Follow-up workflows are designed around practice authorization, review rules, patient communication preferences, and staff escalation. Record changes and outreach depend on the controls and integrations the practice enables.

Coding and coverage use different authorities.

ADA CODING RESOURCES

What does the clinical record support?

CDT codes, nomenclature, descriptors, and coding/reporting guidance come from the applicable ADA resources.

PAYER, PLAN & CONTRACT SOURCES

What does this plan or contract require?

Coverage, frequency limits, exclusions, documentation and attachment requirements, prior authorization, bundling or downcoding, adjudication, reimbursement, patient benefits, appeals, and provider-contract terms must be grounded in the applicable payer, plan, contract, or payer-connected source.

A CDT code does not establish coverage.

ABOUT BAIES

Building intelligence around the practice.

BAIES is building Billimax, a practice-specific AI-assisted dental practice operations and revenue-cycle intelligence platform. The goal is to connect patient conversations with the evidence, workflows, and financial context that help dental teams act with a fuller understanding of their practice.

Product status

Billimax is currently in active development and validation. Product interfaces shown on this site use fictional data and may illustrate planned capabilities.

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.

Talk with BAIES Integration inquiries saehun.kwak@baiesdental.comSaehun Kwak · Founder