Step 1

Patient lands here from an appointment-confirmation text or email

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Bayview Family Dental
Check your benefits before your visit
Aug19
Cleaning & Exam
Wed, Aug 19 · 10:00 AM · Dr. Osei
Est. $0–$40
Mostly covered

It's been 7 months since your last cleaning — plaque has had time to harden into tartar. Catching anything small now keeps it small.

Sep2
Composite Filling — tooth #14
Wed, Sep 2 · 2:00 PM · Dr. Osei
Est. $180–$260
Partially covered

A small cavity we caught at your last visit — waiting lets it reach the nerve, which means a much bigger procedure later.

Sep16
Crown Delivery — tooth #19
Wed, Sep 16 · 9:00 AM · Dr. Patel
Est. $450–$820
Annual max reached

The final step to protect the cracked molar we treated last month. Skipping it risks losing the tooth.

$1,140 in benefits expires Dec 31. Two of these three visits are covered in full if scheduled before then — that coverage doesn't roll over.

Here's what we have on file.

Just double-check it's still correct — we'll check your plan against each of the visits above and show you a firm estimate.

Patient Maria Delgado · DOB 04/12/1988
Insurance Delta Dental of CA · ID •••• 4821
or
(555) 219-0142
Prefer to talk it through? Call the front desk — same info, a real person.

We verify eligibility directly with your insurance company. We never guess — if we can't confirm your plan, we'll say so and get you the front desk number instead.

Step 2 · runs a Stedi 270/271 eligibility check in real time

Coverage comes back — shown as a range, not a promise

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Bayview Family Dental
Delta Dental of California — active plan found
Plan active as of today

Here's what we found for Maria

Estimates for all 3 upcoming visits, based on today's plan details.

Annual maximum
$1,500 /yr
Remaining today
$1,140 left
Deductible
$0 owed
Preventive care
100% covered
Aug 19 · Cleaning & Exam
Exam & cleaning (D0120, D1110)$210
Covered by insurance−$210
Estimated due at visit$0.00
Sep 2 · Composite Filling — tooth #14
Composite filling, 1 surface (D2392)$310
Covered by insurance (est.)−$50 to −$130
Estimated due at visit$180 – $260
Sep 16 · Crown Delivery — tooth #19
Porcelain crown (D2740)$1,280
Covered by remaining maximum−$460 to −$830
Estimated due at visit$450 – $820
Total estimated across all 3 visits $630 – $1,080
! These are estimates based on the benefit information your insurer returned today. Waiting periods, frequency limits, and coordination of benefits can change your actual cost — especially for the crown, which is likely to hit your remaining annual maximum. Front desk confirms the exact amount before each visit.
Something look off? Contact Delta Dental of California directly.
(555) 013-9284 🌐 deltadentalins.com
Step 3 · card is tokenized by the payment processor, never stored by us

Copay authorization + card on file for the remaining balance

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Bayview Family Dental
Secure checkout
Bayview Family Dental
•••• •••• •••• 4242
MARIA DELGADO08/29
Save this card on file. Your estimated due-at-visit today is $0.00, so nothing is charged now. If your insurer's final payment leaves a balance, we'll email you before charging anything to this card — you'll always confirm first.

Card details are handled by our payment processor and never touch our servers. You can remove this card or update your charge preferences any time from your confirmation email.

Step 4 · confirms we can actually reach them later

One-time code to a real phone or inbox before we finish

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Bayview Family Dental
Confirm it's really you

Enter the code we texted to (555) •••‑•042

This is how we'll reach you about your appointment and any balance after insurance pays — never for marketing.

By continuing you agree to receive appointment and billing texts from Bayview Family Dental. Message & data rates may apply. Reply STOP to opt out at any time. See our SMS & privacy policy.

Step 5

Everything the patient walks away knowing

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Bayview Family Dental
You're all set

See you Wednesday, Aug 19 at 10:00 AM

Exam & cleaning with Dr. Osei

Estimated due at visit$0.00
Card on fileVisa •••• 4242
Contact verifiedText + email
InsuranceDelta Dental — active
See the post-visit emails & texts →Balance-due email and reminder cadence for this scenario