Step 1

Same intake for everyone — the split happens at the verification step

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Bayview Family Dental
Check your benefits before your visit
Aug27
Root Canal Therapy — tooth #19
Thu, Aug 27 · 11:15 AM · Dr. Patel
Estimate pending
No insurance on file

The nerve inside this tooth is infected. Left untreated, the infection can spread to the bone and you'd likely lose the tooth.

🗂️

We don't have insurance on file for you yet. Add your plan info below and we'll check your real-time coverage before your visit — same 15-second check either way.

Let's find your coverage.

You're new to us, so we don't have insurance on file. Add it below and we'll check with your insurer in real time.

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 · Stedi 270/271 check runs, but the payer doesn't confirm an active plan

Coverage can't always be confirmed instantly — here's what that looks like

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Bayview Family Dental
Aetna — we couldn't confirm an active plan
Coverage not confirmed

We couldn't confirm your coverage in time

This can happen when a plan recently changed, the ID doesn't match the carrier's records, or the payer doesn't respond electronically. It doesn't mean you aren't covered.

Aug 27 · Root Canal Therapy — tooth #19
Root canal therapy (D3330)$980
Insurance discountNot applied — unconfirmed
Due today (full fee)$980.00
In-office plan · nothing to verify

This is a good moment to mention the Smile Plan

Since we can't confirm outside insurance, our own membership might be the simpler option — it's ours, so there's nothing to check and nothing that can come back "unconfirmed."

Join the Bayview Smile Plan — $199/year. Includes 2 cleanings & exams this year, plus 25% off everything else, starting with today's root canal. Today's fee drops to $735.00 (25% off) + the $199 membership = $934.00 total — $46 less than paying in full, before counting your two free cleanings this year.
! If you pay in full instead, you'll get an itemized receipt after your visit that you're welcome to submit to your insurer yourself for reimbursement — that's between you and your carrier.
Think this is a mistake? Contact Aetna directly to sort out your coverage.
(555) 088-3345 🌐 aetna.com
Step 3 · card is charged today, not just saved on file

Full payment collected up front since coverage isn't confirmed

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Bayview Family Dental
Secure checkout
Root canal therapy (D3330)$980.00
Charging today$980.00
Bayview Family Dental
•••• •••• •••• 3347
ALICIA GRANT05/29
Charge $980.00 to this card now. This secures your appointment since we couldn't confirm coverage in time. You'll get an itemized receipt you're welcome to submit to your insurer yourself for reimbursement.

Card details are handled by our payment processor and never touch our servers. You'll get an emailed receipt the moment this charge goes through.

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) •••‑•082

This is how we'll reach you about your appointment and your receipt — 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 Thursday, Aug 27 at 11:15 AM

Root canal therapy — tooth #19 with Dr. Patel

Paid today (full fee)$980.00
Card chargedVisa •••• 3347
Contact verifiedText + email
InsuranceNot confirmed · paid in full