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Insurance details, ready for review.

01

Start with the patient record.

OpenDental family record for synthetic subscriber Beaver C Dent with an existing UnitedHealthcare Dental insurance policy

  1. Confirm the subscriber

    Match the patient record before collecting insurance details.

  2. Review the existing policy

    Use the carrier, subscriber and group information already in OpenDental as the starting point.

02

Collect insurance, one question at a time.

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03

Save the result. Leave it ready for review.

The agent checks Stedi sandbox benefits, saves the response in OpenDental and reopens the plan to verify it. Coverage stays pending because the sample response contains 2024 plan dates.

Reopened OpenDental insurance plan for synthetic subscriber Beaver C Dent, showing confirmed member and group IDs, the saved Stedi sandbox benefits note and Pending checked
  • Member ID 404404404 · Group 007007 · UnitedHealthcare Dental
  • Same-run Stedi sandbox response saved in the subscriber note
  • Verification remains pending; 2024 sample dates do not establish current coverage
Reopened insurance plan from the same synthetic-patient run, with the saved sandbox note and Pending checked.

Bring both sides together.

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