đ§ Stratus Help Guide
đ Getting Started
Accessing your account
Just log in with your email and password. If you would like to add more emails or accounts, just reach out and we can them on our end
đ„ How to Submit a Verification Request
Click Breakdown
There are two forms of breakdowns in Stratus:
Basic button:
This does a very basic breakdown, providing basic information such as coverage, eligibility, and max remaining benefits. All of this information is pulled from the web portalâthus, it works 80% of the time. The other 20% we are unable to scrape from the portals.Breakdown button:
This does a full custom insurance breakdown with the customized form that was set up during onboarding. Just select the insurance and use the doctor's NPI and press submit.
This submission will then be put in our queue for the AI to call in and collect the information.
You can check the progress on the full breakdown in the Verification tab. If using Open Dental, the breakdown will also show up in the patient's Image Center.
đ Understanding Your Results
Basic vs. Full breakdowns
You can view on the Verifications tab the basic or the full breakdown.
When it says complete, you will see:
A half circle for a basic breakdown
A full circle for the full custom insurance breakdown
You can also click the form icon to view the breakdown.
You are then able to download the breakdown, or flag it for inaccuracies if there is something wrong with the form.
đł Billing & Usage
What counts as a breakdown
Every month you are allotted a set amount of full custom breakdowns and have unlimited access to the basic button/breakdowns.
Feel free to use your whole allotment, and even after the allotment it is a dollar or two extra per breakdown.
So if you have 50 breakdowns for $399/month, then it is $8 per breakdown, and $9 per breakdown after the allotment.
Usage tracking
To track how many breakdowns have been submitted for the month, just go to the Graph icon and it will show your usage.
Unlimited basic eligibility checks
Use as many of these as you wantâthey return results instantly.
We are able to grab information from the web portals 80% of the time with things such as:
Eligibility
Max remaining benefits
Basic coverage
â Common Questions
How long does a full breakdown take?
24-48 hours on Average.
Whatâs included in a basic breakdown?
Basic coverage, eligibility, and max remaining benefits.
How do I request a change to my form?
Visit the help tab or ping us here on the chatbot and we will get back as quickly as possible.
How fast is a priority breakdown?
Our AI calls these first and they can take from 4â6 Business hours depending on the volume of full breakdowns that day.
A priority breakdown counts as 2 full breakdowns on your allotment.
Do we get a refund on an Action Required breakdown?
No, Action Required means that the information was filled out wrong on your end, so we were unable to run the breakdown and return the information.
What if the AI canât get all the information?
Sometimes the AI canât get all the information, and we have a human oversight team that will take over and fill out the rest of the breakdown.
What if we get an inaccuracy on our breakdown?
Sometimes insurance gives us the wrong information. On the verifications tab there is a flag icon to flag the inaccuracy next to where you view the breakdown form. Click the flag and correct the inaccuracy to help us improve on our end and get it right.
Where can I view my billing information?
We send invoices every month to the email that was originally signed up with the account. We do not currently have a billing tab on Stratus. Feel free to reach out to our team and we can get that information for your team
Do we have a live representative 24/7?
Weâre a growing company and currently do not offer 24/7 live support. Our team is available Monday through Friday, 8 AM to 5 PM Mountain Time. Outside of those hours and on weekends, feel free to leave a message â weâll get back to you as soon as possible!
Is the basic preview showing In Network Benefits or Out of Network Benefits?
By default, the basic preview displays In-Network (INN) benefits. However, if Out-of-Network (OON) benefits are available, youâll have the option to toggle and view them directly within the breakdown.