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Best automated dental insurance verification software: Our 4 top picks

January 26th, 2022 | 7 min. read

Best automated dental insurance verification software: Our 4 top picks Blog Feature

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In the dental office, the process of insurance verification is the first step to determine if a patient has dental insurance coverage and if they qualify to receive benefits for dental treatment. Knowing your patients’ coverage leads to payable claims. Verification results in a full breakdown of the details about your patients’ eligibility for benefits. 

Traditionally this task is proven difficult because it’s tedious and requires close attention to accomplish. Verification involves collecting extensive details (from the insurance company) about what benefits the patient has including coverage percentages, deductibles, maximums, limitations, and much more. Dental teams are tempted to either skip or outsource this task so someone else can handle it. 

It’s important, however, that your office keeps insurance verification in-house, in case your team needs to contact a patient about their benefits. 

The good news is that collecting a full breakdown doesn’t have to be a tedious manual process of entering each patient’s benefits into your software. Instead of ignoring or outsourcing the task of insurance verification, you can now use software that helps you collect the details about a patient’s coverage. 

So in essence, you are automating and outsourcing the monotony of verification using software, but still owning the process in-house.

In this article, you will learn about the top 4 insurance verification software programs. After comparing prices, features, and reviews, you will be able to take the next step toward an informed decision on which software is right for your dental practice.

Let us emphasize: Keeping insurance verification in-house can maintain an exceptional patient experience

These software programs can help you see the latest data by running checks on a regular schedule, automating your insurance verification process, and cutting out time spent on the phone with patients and hours spent on hold with insurance companies, trying to verify the patients’ benefits.

Because automation now makes this much easier, doing verification in-house also saves you money. So there is no need to spend money trying to outsource insurance verification services, especially once you have the software. 

Okay, we’re off our soapbox. Now let’s break down the top 4 insurance verification software.

We found all of the following information on each software company’s site and their reviews sites such as Facebook and Glassdoor. 

Disclaimer: The information below was gathered from recent website visits and is subject to change. Make sure to do your research by contacting software companies directly before making a selection.

Optimize insurance verification process to collect more and worry less.

4 dental insurance eligibility verification software programs

We’ll now break down 4 of our favorite, most-used insurance verification software programs. This list is in no particular order or ranking.

Vyne Trellis

Vyne Trellis is a comprehensive insurance billing platform offering claim and attachment integrations, eligibility verification, and ERAs, all for one monthly unlimited service fee. 

Vyne Dental has been in the dental news recently for acquiring “Onederful” dental planning software that connects dental payers companies for eligibility, benefits, claims, and electronic remittance advice. This will likely increase the efficiency and service offering of Vyne Trellis.

Available features

Vyne Trellis includes the following features: 

  • Unlimited submission of insurance claims and attachments
  • ERAs (*provider must enroll to receive ERAs) - Electronic Remittance Advice
  • Insurance claim research and denial support
  • Real-time insurance eligibility (patient insurance verification)


Vyne Trellis includes these services for an unlimited rate of $99 per month, per practice location.

The total is nearly $1,200 per year. Speak to a VYNE representative about a possible per insurance verification charge.


We found the most reviews for Vyne Trellis on their Facebook page, with an average rating of 3.5 out of 5 stars. 


Dentifi by Trojan Professional Services is dental insurance verification software for dental professionals that aims to increase productivity through a more efficient, automated verification process.

Dentifi integrates with Dentrix, Eaglesoft, Opendental, Softdent, and Easy Dental. 

Available features

There are two options with different features, according to a downloadable flyer:
1. DentifiDT includes:

  • Automated Export of Appointments
  • Automated Eligibility
  • Trojan Benefit Plan Matching
  • On-Demand Carrier Faxes
  • Request Trojan Benefit Plans
  • Link Trojan Benefit Plans to Update Coverage Tables
  • Web Updates of Trojan Benefit Plans

2. DentifiDE includes:

  • Automated Export of Appointments
  • Automated Eligibility

The fully integrated version of Dentifi works from your appointment book to send requests for eligibility, gather benefit information, and import that directly into your coverage table. 


You will have to inquire to Dentifi about their price, as it is not listed on their website, and it likely depends on the size and revenue of your dental practice. 


Trojan’s Professional Services has a 4.7 out of 5-star review on Facebook



You’ll see DentalXchange in our article about clearinghouse services. But DentalXchange also offers insurance eligibility checks through service packages that bundle several applications together. 

ClaimConnect and the Preferred Practice bundle are two such packages that support the review of patient eligibility, benefits, and claim status from participating insurance companies.  

Available features

Automated verification is supported in some DentalXchange bundles including: 

Preferred Practice Bundle, featuring

  • Claims processing 
  • Real-time services (check patient eligibility, plan benefits, details, and status)
  • Attachment service
  • Website updates
  • Patient education videos
  • E-patient statements
  • DDS time manager - staff hours and payroll manager
  • Marketing services

ClaimConnect, featuring

  • Claims Processing Services
  • Real-Time Transactions
  • DHMO Service
  • Attachment Service


Similar to Dentifi, you have to inquire to DentalXchange about quotes and prices of their services. This information is not listed on their website. 


DentalXchange has a 3.1 out of 5 stars review on Glassdoor. We were unable to find reviews on Google or Facebook.

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Zuubs insurance verification software integrates with many popular practice management programs, such as Dentrix, Eaglesoft, Opendental, and others. It provides access to coverage data from over 280 participating insurance companies.

According to the company’s website, their pricing includes unlimited verifications.

Available features

Zuub integrates with your current dental software in order to increase efficiency. Some of its features include: 

  • Advance access to your daily schedule of patients for up to 25 days ahead of time
  • Automatically pre-populates patient information from your dental software
  • Verifies individual or all patients with a click 
  • Completes your entire day’s verifications in less than 5 seconds


Zuub’s price rates are tiered, depending on the size of your practice, and framed as a flat rate. Speak to a Zuub representative about a possible per verification charge. These are the prices listed on their website:

  • If you have up to 500 patients monthly, you will pay $199 per month. 
  • If you have over 1,000 patients monthly, you will pay $299 per month. 
  • If you have a larger enterprise practice, you will have to inquire with their team about the price. 


Zuub has 5 out of 5 stars on Facebook. There are only 4 reviewers, though. We were unable to find reviews on any other site. 

Insurance verification software will help your practice bring in more money, and keep patients happy 

The benefits of verification software really go back to helping your practice bring in more money, because when your patient is eligible for coverage you already know your insurance claims are payable. Getting the verification process perfectly streamlined, and automated (where possible) can help with efficiency. 

Verification can also reduce stressful phone calls with your patients, where you need to explain out-of-pocket costs that weren’t covered by insurance. Verifying their insurance benefits helps keep them happy and accurately informed about their costs and coverage.

Not to mention, sitting on the phone with insurance companies as they try to break down a patient’s insurance benefits can be a daunting task, so let one of these software options do that for you. 

See pricing for expert claim support


What’s next after you’ve verified insurance?

Once you’ve determined that benefits exist to cover your claims, what’s next? Batching and sending claims is the next part of the insurance billing process.

Unfortunately, eligibility does not necessarily guarantee that insurance will pay. Insurance companies constantly find new ways to deny or downgrade claims, even if you’ve verified eligibility for coverage. Verification helps you determine what insurance companies might pay if your claims are otherwise complete and correct, and the insurance company’s rules haven’t changed. 

Most dental teams are too busy to do all the follow-up to collect on claims. That’s where outsourcing comes in.

You have the option to work with dental claims experts, like us at Dental ClaimSupport, who are super-efficient in closing claims. Your remote biller will gather the attachments, notes, coding knowledge, and keep up with endless rule changes that get your claims paid. They spare you the high cost of these time-consuming tasks.

Do your research, and learn more tips on how to streamline your insurance verification process in our Learning Center. It will help your practice collect more money, and avoid confusion about patient benefits. 

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