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CaseAcceptHow it worksIntegrationsOur principlesRequest a demo

The financial picture, in the room before the patient decides.

LayrGlobal builds CaseAccept, the financial intelligence layer for multi-location dental groups. Patient-specific cost, coverage and financing context from treatment planning to treatment acceptance.

Explore CaseAcceptHow it works

Built for DSOs and dental groups. Works alongside the PMS your offices already run. Clinical judgment stays with the doctor.

Treatment planMaria L.
Checking benefits
Crown, #19Verified50% covered$1,200$600$600
Scaling, 2 quadrantsVerified80% covered$250$200$50
Implant, #30Estimated50% covered, capped at the $200 left$2,400$200$2,200
Annual maximum this year, $1,500$0 left
Used before today $500Kept this year $800Can move to next year $200
Patient pays$0
Plan pays $1,000
Deductible met
Patient pays this year$2,850
Next year, estimated$0
Move the implant into next benefit year and the patient pays $1,000 less. Financing available for the balance.
Illustrative patient and figures.

Five building blocks. One patient-level financial picture.

Each block sits at the step where a team already needs the answer, inside the workflow they already run. Together they follow the case from the first eligibility check to the day it is scheduled.

Verify

Know what the plan actually covers before anyone quotes a number.

  • Real-time verificationEligibility and benefits pulled when the patient is scheduled, not the morning of.
  • Plan detail that mattersDeductible, annual maximum, frequency limits, waiting periods, network status.
  • Verified or estimated, always markedEvery data point carries its source, so the team knows what is confirmed.
  • Nothing retypedReads what the front office already has instead of asking them to key it in again.

Verify

Know what the plan actually covers before anyone quotes a number.

  • Real-time verificationEligibility and benefits pulled when the patient is scheduled, not the morning of.
  • Plan detail that mattersDeductible, annual maximum, frequency limits, waiting periods, network status.
  • Verified or estimated, always markedEvery data point carries its source, so the team knows what is confirmed.
  • Nothing retypedReads what the front office already has instead of asking them to key it in again.

Plan

Expected patient responsibility updates as procedures are added.

  • Live out-of-pocket pictureThe doctor sees the financial signal while planning, without a finance workflow.
  • Procedure-level breakdownFee, expected plan payment and patient portion for every line on the plan.
  • Doctor-approved alternativesSurfaced only when the doctor has cleared them. Never a substitute for diagnosis.
  • Benefit-year timingSee what fits this year and what is better phased into the next.

Present

Clinical value and financial expectations in the same conversation.

  • Patient-facing estimateWhat insurance is expected to cover and what the patient may owe, in plain language.
  • Phased treatment optionsSequence the plan around benefits and budget without changing what was diagnosed.
  • Financing in the roomPayment options from your financing partner, ready when the coordinator needs them.
  • The estimate is preservedWhat the patient was shown is kept, so it can be compared with what the payer did.

Authorize

A module that helps the office assemble a complete prior authorization package.

  • Complete package builderPulls the clinical and plan details a submission needs into one place.
  • Dental and medical plansProcedures under the dental plan and those the patient's medical plan may cover.
  • Missing items flagged earlySee what is incomplete before it reaches the payer, not after a denial.
  • Optional by locationTurn it on where the bandwidth problem is real. Leave it off where it isn't.

Measure

Your practices. Your baseline. Your results.

  • Practice baselineEstablish each location's starting point and track what changes after activation.
  • Presented to scheduledTreatment presented, accepted, same-day accepted and scheduled, by location.
  • Estimate accuracyCompare what was shown with what the payer actually paid, over time.
  • Financing conversionHow often an offered option became a scheduled case.
See how CaseAccept works in the treatment room

Not a PMS. Not a billing platform. Not a claims platform.

LAYR sits beside the systems your practices already use and adds financial intelligence to the period between treatment planning and treatment acceptance. Nothing is replaced.

It reads from the practice management system, the clearinghouse and the payer portals your front office already logs into. It hands financing to the partner you already work with. The doctor keeps the treatment plan. The coordinator keeps the conversation. What changes is that the number is ready before either of them needs it.

Reads from what your offices already use

Practice management systemClearinghousePayer portals
Treatment planningThe doctor keeps the plan
CaseAcceptThe number, ready before it’s needed
Treatment acceptanceThe coordinator keeps the conversation
Your financing partner

Hands financing to the partner you already work with

Our principles

A patient estimate is only useful if the team understands what it is based on. Everything LayrGlobal ships separates verified information from uncertainty, preserves the estimate that was shown, and compares it with what the payer actually did.

See how CaseAccept marks verified and estimated figures

  1. No silent guessing

    If information cannot be verified, the system says so rather than manufacture certainty.

  2. Uncertainty is shown, not hidden

    The team sees what is confirmed, what is estimated and where caution is needed before anything is presented.

  3. Estimates you can audit

    What was presented is preserved and accuracy is measured over time, instead of an unqualified accuracy claim.

Put the financial picture in place before the treatment presentation.

A short conversation to understand your current treatment presentation workflow and whether CaseAccept is a fit. No sales pitch marathon.

Request a demo