Dental revenue, handled.

After the claim goes out, insurance money still has to find its way home — through payers, ERAs, EOBs, payments, deposits, and the PMS. Kaitley follows it, so teams work exceptions instead of reconstruction.

Book a demoSee how it works

Claim

CLM-48219

D2740 Porcelain crown

M. Alvarez · 12 Mar 2026

Billed
$1,842.00
PMS
184429

ERA · Delta Dental

Allowed $1,247.00

Paid $997.60 · CO-45 $595.00

TRN*1*883412*1951358600

Deposit

$14,820.55

EFT-883412 · 18 Mar 2026

Matched to remittance

Resolved

PMS ready to post · $997.60

Every system knows a piece.

The claim lives in the PMS. The payer adjudicates. An ERA or EOB arrives. An EFT or check moves. The bank records a deposit. None of those systems is responsible for the whole story — the office is.

  1. Claim

    PMS

  2. Clearinghouse

    Payer

  3. ERA / EOB

    Adjudication

  4. Payment

    EFT / check

  5. Bank

    Deposit

  6. PMS

    Ledger

One continuous revenue journey.

Kaitley is not another box in the workflow. It is the layer that follows the money across systems, matches what belongs together, and lands on a single answer: what happened, and what still needs a person.

  1. Claim

    PMS

  2. Clearinghouse

    Payer

  3. ERA / EOB

    Adjudication

  4. Payment

    EFT / check

  5. Bank

    Deposit

  6. PMS

    Ledger

From connection to a clean ledger.

The work is a lifecycle, not a dashboard. Kaitley stays with a payment until it is understood, resolved, and reflected in the practice system.

  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.

Staff should not review everything.

Traditional billing asks people to inspect every claim, EOB, payment, and deposit. Kaitley lets most of that complete quietly. What surfaces is the work that actually needs judgment — with the claim, remittance, and cash context already in one place.

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.

Follow one dollar all the way through.

A crown is billed. An ERA arrives. Cash lands. The write-off is contractual, not a mystery. No one has to open six systems to prove it. When judgment is required, it is obvious. When it is not, the PMS is ready.

  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

Sits across the stack you already have.

Kaitley does not replace the PMS, the clearinghouse, or the bank. It reads the signals they already produce and keeps the revenue story whole.

  • Practice management

    Claims, procedures, and the ledger the office already trusts.

  • Clearinghouses

    The path claims and remittances already travel.

  • Payers / ERA · EOB

    What the carrier says happened — structured when possible, documents when not.

  • Payments

    EFT and check data that prove money moved.

  • Bank deposits

    What actually landed — matched back to remittance, not reconstructed in a spreadsheet.

Named vendors appear when they are supported or approved. How Kaitley connects

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.

Book a demo