Overjet Launches Ivy, an AI Insurance Coordinator for Dental Practices

Overjet introduced Ivy on October 19, 2026, as an AI insurance coordinator for dental practices. The product verifies patient eligibility and benefits, checks coverage limitations, contacts insurers when digital information is incomplete, and combines those findings with practice fees to produce estimates of what patients are expected to pay before treatment.

The launch adds another revenue-cycle product to Overjet's dental AI portfolio. Its immediate use case is specific: reduce the time front-office and insurance teams spend assembling benefit information while making patient estimates more consistent and easier to explain.

Overjet has published early customer results, but those results are vendor-reported. Practices evaluating Ivy should test estimate accuracy, how often staff still need to intervene, and whether the product improves collections in their own payer mix.

What Ivy Does

Verifies eligibility and benefits

Ivy gathers eligibility and benefit information ahead of appointments or when staff request a check. Overjet says teams can review remaining benefits, deductibles, frequency limits and other details relevant to a planned treatment.

That is a step beyond simply recording whether coverage is active. A patient can be eligible under a plan yet have a particular procedure affected by a frequency rule, previous treatment or a benefit maximum. Ivy is designed to flag those details before the practice quotes a price.

Identifies limits that change the patient estimate

The product checks coverage limits and exclusions and displays the information supporting an estimate. Relevant questions include whether the deductible has been met, whether annual benefits remain, and whether the plan imposes frequency limitations for the planned service.

Overjet offers an example from Carolina Pines Dentistry: its insurance coordinator said Ivy surfaced prior treatment history for a patient whose proposed crowns and fillings appeared covered on the initial treatment plan. The practice contacted the patient before the appointment and rescheduled treatment around anticipated insurance eligibility.

The example is illustrative, not proof that every plan limitation will be detected. Actual benefit application can depend on payer records, procedure details, treatment history and adjudication.

Calls insurers when digital sources are incomplete

Overjet says Ivy can place calls to payers to obtain missing information and document the results for the dental team. That matters because not every question can be resolved with an electronic eligibility response or payer portal.

A product that retrieves a standard response may still leave staff phoning the insurer about a specific procedure, coverage rule or discrepancy. The payer-calling capability is intended to reduce that additional manual work. Overjet has not publicly established the percentage of those calls that Ivy can complete successfully without staff involvement across carriers.

Calculates expected patient responsibility

Ivy combines gathered benefit information with the practice's fee schedule to prepare treatment estimates. The goal is to present the expected insurance contribution and patient responsibility before the service is performed.

The important distinction is that a treatment estimate is not a payment guarantee. Coverage can still depend on the final submitted claim, applicable plan provisions, payer review and adjudication. Practices should retain a process for explaining that uncertainty to patients.

Directs staff to exceptions

Overjet's launch includes a redesigned Ivy dashboard that shows where attention is needed. In the intended workflow, routine cases can be processed ahead of the appointment while unresolved insurance questions are surfaced for staff review.

For a busy office, the operational question is whether Ivy actually reduces repeated portal checks, phone calls and manual calculations—or simply organizes the same amount of work into a new interface.

How ReviewPASS Fits

Ivy also works with Overjet's ReviewPASS technology. For participating insurers and eligible procedures, ReviewPASS provides real-time feedback about whether a claim can bypass manual clinical review.

Overjet says this feedback can be brought together with benefits and fee information as part of the patient-estimate workflow.

ReviewPASS is not universal: availability varies by payer and procedure. A review result and an Ivy estimate are not guarantees of coverage or payment. Buyers should ask precisely which of their contracted payers, plans and procedures are supported rather than assume the capability applies throughout the network.

What Early Customers Are Reporting

Overjet's launch announcement and Ivy product page provide several examples of early use. These figures come from Overjet and its cited customers, not an independent multi-practice outcomes study.

Carolina Pines Dentistry: 32 hours saved

Misty Butler, the insurance coordinator at Carolina Pines Dentistry, said Ivy saved approximately 32 hours of work. She described previously having to visit multiple payer websites for eligibility checks, and said she can now prepare verification for the current and following week in one day.

Her reported benefit was not only time saved: she could redirect attention to claims and getting patient statements correct.

The practice also reported the case in which Ivy identified treatment history that changed a patient's anticipated benefits before the appointment.

Signature Periodontics: $100–$200 more in daily collections

Signature Periodontics, a three-location periodontal organization, reported $100–$200 more in daily point-of-service collections associated with use of Ivy. Overjet's release describes the results by location, while the customer quotation on the product page refers to the three locations collectively. The precise scope of that daily figure should therefore be confirmed directly with the company.

The mechanism is plausible: improved estimates can make it easier to explain and collect the expected patient portion before the patient leaves. But higher collections at the time of service do not necessarily mean an equal increase in net revenue; timing, subsequent adjustments and final adjudication still matter.

Bridge Mill Dental Care: four hours per day

Dr. James Candon of Bridge Mill Dental Care said the team is saving four hours per day using Ivy. He highlighted the readable layout, more complete reports and the ability to look up insurance information by procedure code.

Other product-page metrics

Overjet also advertises approximately 40 hours saved per month on portal work, payer calls and estimate calculations; $500–$1,000 per week in patient estimate corrections; and 20% higher time-of-service collections, described as approximately $50,000 per year in its reported example.

Those figures are not presented as a controlled, independently validated average across all Ivy customers. They should be treated as examples of what Overjet says early practices have experienced, not as expected ROI for every buyer.

How Dental Groups Should Evaluate Ivy

Insurance verification is an upstream revenue-cycle process. When an estimate misses a frequency limitation or other plan detail, the downstream work can include a patient balance, account adjustment, follow-up call, collection effort or rescheduled treatment.

Ivy is designed to catch some of those issues before care is delivered. The evaluation should focus on whether its outputs are accurate and actionable inside each practice's existing operations.

Verification completion: For a representative sample of your own payers and appointment types, how often does Ivy return a usable result without a staff member making another call or opening a portal?

Estimate accuracy: Compare Ivy's predicted patient responsibility with adjudicated outcomes, separating payer adjudication changes from errors in the original verification or fee data.

Exception handling: What happens when payer information is missing, contradictory or out of date? Can staff see where an answer came from and which limitations were confirmed?

Practice-management integration: Which systems does Ivy support today? How are appointments, treatment plans, fee schedules and resulting estimates synchronized? Overjet's launch materials do not provide a complete public integration matrix.

Payer and ReviewPASS coverage: Which of the organization's major carriers can be verified digitally, which require calls, and which procedures qualify for real-time ReviewPASS feedback?

Financial performance: Measure changes in verification labor, estimate corrections, point-of-service collections, patient A/R and post-adjudication adjustments. Do not confuse moving collection earlier with creating additional collectible revenue.

For a DSO, pilot results should be segmented by payer, office, procedure mix and management system. A workflow that performs well in a single location may behave differently across multiple markets and benefit structures.

Where Ivy Fits in the Dental Technology Market

Ivy enters an active category that includes benefit-verification and insurance-workflow specialists, as well as functionality embedded in practice-management systems. Avized's dental insurance verification software market guide compares the broader field, including vendors such as Zuub and AirPay.

Overjet comes from a different starting point than a standalone verification vendor. It already serves dental practices with clinical imaging AI, documentation tools and payer-facing technology. Ivy moves the company into a front-office financial workflow where clinical plans, insurance benefits and patient payment conversations meet.

That existing footprint could assist distribution, but it does not resolve the implementation questions. Buyers should evaluate Ivy against the current workflow and competing tools rather than assume that a broader product portfolio produces a better insurance estimate.

Avized Take

The practical test for Ivy is straightforward: can the product reliably complete more of the work between receiving a treatment plan and quoting the patient?

A basic eligibility response is useful, but it leaves substantial work if employees still need to interpret limitations, call the payer, check treatment history, apply the fee schedule and manually calculate responsibility. Ivy's stated capabilities target more of that sequence.

Its initial customer examples suggest opportunities for meaningful time savings and more accurate pre-treatment conversations. The next evidence to look for is sustained performance across many payers, practices and management systems—especially verification completion rates, estimate-to-adjudication accuracy and exception volumes.

For operators, that is a more useful standard than counting AI features. It asks how much reliable work gets completed and what financial result follows.

Sources: Overjet's October 19, 2026 launch announcement and Ivy product information. Customer outcomes and product capabilities are attributed to Overjet; competitive assessment and buyer questions are Avized analysis.