Start here
Ranked by what it costs you to leave it: deadlines first, then money, then age.What needs doing
Aging
By carrier
Drag any row onto a tab to move it there, or select several and use the bar below.
Call one payer, clear many claims
Payers are ordered by how much is at risk. Open one to get a call sheet with every claim worth raising, what to ask for each, and what you already know about that payer.
Automated calling
The agent calls a payer's provider line about one claim, gives the verification details they always ask for, and brings back the answer for you to accept. It says it is automated at the start of every call, and it never changes a claim on its own.
Call queue
Queue a claim from its own screen, or from the Work Queue. Run a call, then read what came back and accept it β accepting is what updates the claim.
Ready to call
Payers with money outstanding, most at risk first. Open one for a call sheet with every claim and what to ask.
Payer directory
Phone numbers, the IVR path to claim status, and portal links. This is also what automated dialling needs β it cannot call a payer whose number is not here.
Call history
Import from Eaglesoft
What have you exported? Choose this first β it decides what the columns mean.
Recent imports
Activity log
Every sign-in, view, change, import and export is recorded here.
Is this patient still covered?
Asks the insurance company directly, through your clearinghouse, and answers in a few seconds: active or not, the plan, what is left of the annual maximum, the deductible, and how many cleanings or exams remain this year.
Connect your clearinghouse
Without keys this runs against your clearinghouse's test patients, so you can see exactly how it works. To check real patients, ask Vyne for API credentials (partnersales@vynedental.com) and paste them here. They are encrypted with your office's key β nobody else, including the platform operator, can read them.
Recent checks
Write a letter
Pick what the letter is about, fill in the patient's details, and print it on the right. Nothing typed here is saved anywhere unless you save it onto a claim.
Start from a claim you already have
Patient and claim details
Preview
Invite a new office
Each code creates one office, once. Send it to the office manager; they open the sign-in page, choose Create your office, and set their own password. You never see their password or their claims.
Invite codes
Offices
Names and sizes only. Each office's claims are encrypted with that office's own key, which only its users' passwords unlock β this screen cannot open them. Suspending an office signs its users out and blocks sign-in; nothing is deleted.
Office
Practice details
Used as the letterhead on appeal letters. Payers reject appeals missing an NPI or Tax ID.
Appearance
How the screen looks on this computer. It is remembered in this browser.
Your sign-in email
Change your password
Two-step sign-in
A password on its own can be guessed, phished or written on a sticky note. With two-step sign-in, getting in also needs a six-digit code from an app on your phone β so a stolen password is not enough to reach any patient's claim.
Providers
The dentists you bill for. Each provider's own NPI goes on their appeal letters. Claims are matched by the provider name that came from Eaglesoft β if it is spelled differently there, add that spelling under "Also known as" (separate several with semicolons).
Users
Carriers that need tidying
A carrier that is only digits is a member or group number that came in from the wrong column. Rename one to its real payer and the claims join that payer; clear it and the claims show no carrier until the next import fills it in.
Carriers
Carrier names are cleaned on import β addresses, PO boxes and phone numbers are stripped, and casing is tidied. Genuinely different payers stay separate. If one arrived spelled two ways, rename it to match and the two merge.
Backups Platform
A backup copies the whole platform database β every office β and every attached document into the backup folder on the server. Nightly backups also run on their own.
Backups stay encrypted, so a copy on an external drive is safe β and equally unreadable if every password is lost.