With Stratus, dental practices can automate gathering their insurance verification with AI powered workflows. This article will walk you through the various details of a patient verification.
What types of verifications can Stratus do?
Users have the option to perform either a basic or full breakdown, with varying levels of customization.
Basic verification: Standardized form to return the most common dental information:
Patient Information
Subscriber Information
Insurance Information
Provider Information
Policy Information
Coverage Information
Full Breakdown:
This form can be customized to return as many dental codes as you need. To learn more about custom breakdown forms, please reach out to [email protected]
How do I submit an insurance verification?
Verifications can be manually submitted with the click of a button.
Go to Dashboard → Patients → Find the patient you want to verify → Select Basic or Breakdown (we recommend first time patients submit the full breakdown).
How can I check my patient's insurance eligibility?
Once a patient's insurance has been checked, you can view their eligibility status by navigating to Dashboard → Verification → Status. From here, you can see the different status returned by the insurance providers:
Eligibility Status | Description |
Active | This plan is current and ready to use. |
Inactive | This plan is not active and cannot be used. |
Not Covered | This patient is not covered by the plan referenced. |
Unknown | No insurance information or status was returned. |
Terminated | This patient's plan was terminated by the group. |
Expired | This patient's plan has lapsed or is no longer active. |
Where can I see the patients in my verification queue?
To view the verification status of a patient, go to Dashboard → Verification → Status. There are multiple states a verification can be in:
Completed
Action Required
Failed
Queued
Verification Status | Description |
Completed | This plan had information successfully returned. This status does not guarantee an Active plan. |
Action Required | This verification ran into an error that needs to be resolved. |
Failed | This patient could not be verified. |
Queued | This plan is pending verification. |
There are also two different states for 'Completed',
Completion status with a half circle:
This means that a basic verification was requested and completed.
2. Completion status with a full circle:
This means that a full breakdown was requested and completed.
How long does each verification take?
Basic verifications will be returned in 2 minutes or less.
To ensure proper handling of full breakdowns, these should be submitted 48 hours in advance.




