Milo integrates directly with your Open Dental database through a secure local connection. It reads your appointment schedule and patient insurance records, runs verification through payer portals, and writes the results back to each patient's chart — all without any manual steps.

By default, Milo runs a batch verification overnight for every patient scheduled the following day. Your team arrives to a complete report. You can also trigger a verification on-demand for same-day adds or walk-ins.

Milo flags issues like expired plans, frequency restrictions, and low remaining benefits. Your team receives a clear alert with the specifics — so they can contact the patient or adjust the treatment plan before the appointment, not after.

No. Milo handles the repetitive verification calls so your insurance coordinator can focus on complex claims, treatment plan discussions, and patient questions. Most practices keep the same staff — they just redirect their time to higher-value work.

Milo pulls real-time data directly from payer portals, including deductible status, remaining maximums, and procedure-specific coverage levels. Estimates are based on actual benefits data, not assumptions — which is why practices see a significant drop in billing surprises.