April Release Notes

This month we’re rolling out updates that help your team work more efficiently, from an enhanced AI-driven insurance verification tool to a new AI Receptionist option, and better audience controls for Custom Campaigns.

Insurance Verification

Not using our Insurance Verification tool yet? Our newly upgraded tool uses AI-driven automation to check payer portals and clearinghouses to verify patients’ insurance coverage ahead of appointments. This helps ensure you’re better prepared, and patients understand their financial responsibility.  

Key functionality includes:

• ‍AI‑driven automation: AI agents automatically access payer portals and clearinghouses to verify and validate coverage details. A detailed benefits report is generated and written directly back to your PMS document center. ‍
• Multi‑factor authentication (MFA): Once RevenueWell is added as a system user, we manage all MFA requirements on your behalf, including passwords and verification codes, so your team doesn’t lose access to payer portals. ‍
• Support for 800+ dental codes: Coverage and benefit details are available across more than 800 dental codes, helping practices deliver more accurate cost estimates and schedule appointments more accurately.  

Interested in seeing how it works? Schedule a quick demo today.  

AI Receptionist - Independent

We have a new standalone AI Receptionist option designed to work alongside your existing front office tools.  

Available 24/7 across phone, website chat, and text, the AI Receptionist handles everyday tasks like scheduling, rescheduling, answering patient questions, and collecting missing patient information. This reduces administrative workload and helps your team focus on higher priority work and more time with patients.

How you can use the AI Receptionist at your practice:

• Manage inbound scheduling, direct appointment booking into your PMS based on your approval rules, proactive follow-ups for unconfirmed appointments, and automated collection of missing patient details.
• Customize branding elements such as chatbot appearance, intro messaging, and phone settings including the AI’s name and voice.
• Configure emergency handling, call transfer rules, and FAQs to ensure accurate responses and maintain appropriate guardrails.

AI Receptionist – Independent is best for practices who aren’t using RevenueWell’s Marketing Platform as their patient engagement system.

For practices already using RevenueWell’s Marketing Platform, we offer an AI Receptionist that’s built into the system, so you can configure it within the Marketing Platform.  

Learn more about the AI Receptionist options here.  

Custom Campaigns

You now have more control and flexibility when building audiences for Custom Campaigns. Combine Include and Exclude criteria to create more precise targeting, so your campaigns reach the right patients and drive better engagement.

Check out this Help Center article for more information about Campaigns.  

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