The layer that follows the money.

Kaitley knows what happened to an insurance payment, resolves what can be resolved, and keeps the practice system accurate. People step in when judgment is required — not to babysit the maze.

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A lifecycle, not a queue of chores.

Connect the systems that already hold the truth. Understand claims, remittances, payments, and deposits as one picture. Reconcile. Resolve. Post. The PMS is the destination of a finished story, not another place to reconstruct it.

  1. 01

    Connect

    Kaitley connects to the systems that already contain the truth — the PMS, remittance sources, payment files, and the bank.

  2. 02

    Understand

    Claims, ERAs, EOBs, payments, and deposits are normalized into one financial picture of what was billed, allowed, paid, and landed.

  3. 03

    Reconcile

    Kaitley determines what belongs together and where the story does not line up — amount, claim, adjustment, or deposit.

  4. 04

    Resolve

    Routine work moves forward on its own. Exceptions go to the right human with the context required to make a decision.

  5. 05

    Post

    Once resolved, the PMS reflects what actually happened — so the ledger stays accurate without a second reconstruction.

One event, all the way through.

Claim submitted. ERA arrives. Payment detected. Bank deposit matched. Adjustment understood. Review only if needed. PMS resolved. That is the intended experience — a continuous financial journey, not disconnected screens.

  1. Claim submitted

    PMS claim 184429 · D2740 · billed $1,842.00

  2. ERA arrives

    Delta Dental 835 · allowed $1,247.00

  3. Payment detected

    EFT-883412 · $997.60 to this claim

  4. Bank deposit matched

    $14,820.55 landed 18 Mar · remittance inside

  5. Adjustment understood

    Contractual write-off $595.00 · CO-45

  6. Human review

    Not required on this claim

  7. PMS resolved

    Ready to post · ledger matches what happened

Exceptions, not everything.

Matching, contractual write-offs, and deposit confirmation should not require a person on every line. What remains is denial logic, missing remittance, unexpected patient responsibility, or a story that does not close. Those arrive with context attached.

Work

5 resolved · 1 needs a person

  • Payment matched

    Resolved

    EFT-883412 · CLM-48219

  • ERA reconciled

    Resolved

    Delta Dental 835 · 14 claims

  • Deposit confirmed

    Resolved

    $14,820.55 · 18 Mar

  • Adjustment understood

    Resolved

    CO-45 contractual · $595.00

  • Posting ready

    Resolved

    PMS 184429 · $997.60

  • Needs judgment

    Review

    CLM-49002 · paid $0 against allowed $214.00

    ERA posts a denial (CO-50) on a crown the PMS still has as pending. Carrier remarks cite frequency. The claim, prior D2740 on the same tooth, and the EOB page are already attached.

See what your team stops doing with Kaitley.

Walk through a real insurance payment — claim to ERA to deposit to the PMS — and the exceptions that actually need a person.

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