This is actual InstantVerify output. Every figure is read straight from the carrier portal — no typing, no calling, no guessing. It starts with the daily sheet: every patient on the schedule, at a glance, so nothing gets missed before the first appointment.

Patient names redacted. Green = eligible today, amber = a frequency limit is reached. Each row links to the full report.
InstantVerify reads the schedule the way a good office thinks — it gives each patient exactly the depth they need, and nothing they don't.
A patient already in the chair with a financial arrangement in place — a cleaning, a perio maintenance — doesn't need the whole breakdown re-run. You just need to know their benefits are still there (in case they burned some on recent endo you didn't factor in) and whether the deductible was collected. That's the focused review — remaining benefits and deductible status, and nothing else.

A patient here for an exam is about to get a treatment plan — and you can't write that plan accurately without every detail first. So they get the full breakdown: every category, the code-level rate you actually quote, frequency limits, waiting periods, the missing-tooth clause, and per-tooth history.

Frequency limits are where estimates go wrong. InstantVerify reads the carrier's treatment history and tells you, per tooth, when a procedure is next covered — a crown once per tooth within five years, a filling on a specific tooth not eligible until a specific date. And because it reads the carrier's history, it catches work done at another office — claims your own practice management software never saw.
Crown coverage flags "once per tooth within a 5-year period," and per-tooth timing shows "Tooth 09 — crown next eligible 3/14/2027." No surprises when you present the plan.
It works the same for fillings:

The whole point is accuracy you can quote from. So the report is honest about its own limits — it never fills a gap with a guess.
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