Family Dental Health Team Training
Pre-Check Insurance Verification Platform
Overview
Welcome to the Pre-Check Insurance Verification Platform! We're excited to help the Family Dental Health team make insurance verification easier, more efficient, and more consistent across your practices. This session walks your team through the platform and key workflows — using Pre-Check to verify patient insurance benefits, identify coverage information, and streamline verification before the patient's visit.
Who Should Attend?
Required: Business Team members, RCM team members, and Office Managers.
Optional: Clinical team members (doctors, hygienists, assistants) who'd benefit from understanding this workflow.
What you will learn
- How to use Pre-Check to verify patient insurance benefits ahead of their visit
- How to identify key coverage information within the platform
- How to streamline the insurance verification process for your practice
- How to apply a consistent verification workflow across multiple practices
Meet Your Host
Caila Milgrom is a Pearl Enterprise Trainer with expertise in helping dental teams successfully adopt and integrate AI into their clinical workflows. She specializes in hands-on, practical training that gives teams the confidence and skills to use Pearl's AI tools effectively from day one — whether in a single practice or across a large group organization.