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Meet Milo - AI Insurance Coordinator for Dental Practices

Insurance verification... done before they arrive.

Turn insurance verification into a visible, repeatable workflow.

Coverage details, timestamps, and exceptions in one place

HIPAA Compliant
Connected eligibility checks
Exceptions routed to staff
AI-Powered Insurance Verification

From appointment scheduled to coverage confirmed

Milo checks insurance eligibility, organizes available benefits, and keeps coverage issues visible before patients arrive.

HIPAA Compliant
Real-time Sync
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Milo

New appointment detected
APPOINTMENT TRIGGER
New
New Patient Appointment Just now
Patient: Sarah Johnson
Date: Tomorrow, 10:00 AM
Treatment: Crown #14
Insurance: Delta Dental PPO
Starting insurance verification...
Powered by Agent Hub

Milo does not hide unfinished insurance work.

Milo runs inside Agent Hub, where every verification has a trigger, current status, source details, and a clear path for staff when payer data or patient information is incomplete.

Milo workflow

Trigger to trusted outcome

Visible in Agent Hub
  1. 1

    Start with the visit

    Use upcoming appointment, patient, provider, and policy context.

  2. 2

    Route the check

    Choose the connected eligibility source or configured payer portal.

  3. 3

    Structure the result

    Organize available benefits, limitations, source, and retrieval time.

  4. 4

    Finish or surface attention

    Update supported workflows or route incomplete work to staff with context.

Features

Everything you need for seamless insurance operations

Milo handles the insurance complexity so you can focus on patient care and grow your practice revenue.

Connected Eligibility

Routes checks through connected eligibility sources and configured payer portals, with the retrieval time kept visible.

Benefits Breakdown

Organizes available deductibles, maximums, coverage levels, waiting periods, and frequency limitations for staff review.

PMS Integration

Uses appointment, patient, provider, and policy context from supported practice management integrations.

Coverage Context

Gives staff structured benefit details and limitations to support informed treatment and estimate conversations.

Exception Workspace

Shows missing data, routing failures, stale results, and other attention items instead of hiding incomplete work.

Verification History

Keeps attempts, source details, artifacts, and workflow status together so your team can see what happened next.

The Transformation

Before & after Milo

See how practices transform their insurance operations with Milo handling verification and benefits.

Before Milo

The daily struggle

Hours spent on hold with insurance companies
Coverage details scattered across portals and notes
Patients upset about unexpected bills
Staff overwhelmed with verification calls
Incomplete verifications discovered too late
Manual data entry errors in PMS

After Milo

The new normal

Upcoming visits organized by verification status
Coverage details include source and retrieval time
Structured benefits ready for staff review
Exceptions routed to the team with context
Supported PMS updates follow guarded workflows
Attempts and artifacts kept in one audit trail
PMS Integrations

Works with your existing systems

Ira writes directly to your PMS. No new dashboards, no data entry. Scheduling and notes stay accurate automatically.

Bi-directional sync
Real-time updates
HIPAA compliant
Zero maintenance
See Open Dental integration details
AI Workforce

Milo works with the whole team

Milo integrates seamlessly with Ira, Sia, and Novi to create a complete AI-powered dental practice workflow.

FAQ

Frequently asked questions

Common questions about Milo — answered by our team.

How does Milo verify insurance eligibility?

Milo uses the patient, appointment, provider, and policy context available from your connected systems, then routes the check through supported eligibility sources or configured payer portals. Each result keeps its source and retrieval time visible, and incomplete work is surfaced for staff review.

Which insurance payers does Milo support?

Payer coverage depends on the eligibility connection and any payer portals configured for your practice. We confirm your payer mix and integration path during setup rather than assuming every payer returns the same level of detail.

Is Milo HIPAA compliant?

Yes, Milo is fully HIPAA compliant. All data is encrypted end-to-end, stored securely, and we maintain strict access controls. We sign Business Associate Agreements (BAAs) with all practices and undergo regular security audits.

How accurate are Milo's benefit breakdowns?

Milo pulls data directly from payer systems, so the information is as accurate as what's in the insurance company's database. We display the verification timestamp so you know exactly when the data was retrieved.

Can Milo handle prior authorizations?

Milo can surface prior-authorization requirements or evidence returned in an eligibility response. Prior-authorization submission and tracking are separate payer workflows, so we confirm the supported process for your practice during setup.

How long does it take to get started?

Setup timing depends on your PMS connection, payer mix, and whether portal credentials or additional provider details are needed. Our team maps those requirements, configures the workflow, and trains staff on results and exceptions.

Get started in 48 hours

Ready to stop losing
revenue to insurance denials?

Book a demo with our team. We'll show you how Milo checks upcoming coverage, organizes benefit details, updates supported workflows, and keeps exceptions visible.

HIPAA Compliant
White-Glove Setup
No Long-Term Contract