Going Live With Teero's Insurance Posting & Aging: The First Two Weeks

Introduction

Most offices are live with Teero's Insurance Posting & Aging within two weeks of signing up. Onboarding has three inputs: a read-only connection to the practice management system, the office's adjustment and write-off rules, and payer portal access for remittances. Teero works inside Dentrix, Dentrix Ascend, Eaglesoft and Open Dental. The office keeps primary claim submission.

The two-week timing describes most offices, not a guaranteed date for every practice. Prepare the access and rules needed for onboarding, and distinguish that setup from the work Teero performs once posting begins. There is no published week-by-week schedule to follow.

Key Takeaways

• Most offices are live within two weeks of signup, using the three onboarding inputs above.
• Teero enrolls the office in EFT and ERA with every payer that offers them, at no charge.
• Posting runs every business day, with payments matched to claims and recorded in the existing PMS.
• Teero follows up on claims over 30 days, handles secondary claims and appeals, and flags denials needing an office decision. Primary claim submission stays with the office.

Prepare access and adjustment rules

Start with the supported practice management system. Insurance Posting & Aging runs inside Dentrix, Dentrix Ascend, Eaglesoft or Open Dental. The onboarding connection is read-only. Payer portal access is a separate input because Teero needs remittances as well as the practice's records.

Review the office's adjustment and write-off rules as part of onboarding. Teero applies contractual adjustments using those rules. That makes the rules relevant to the patient ledger, not just an administrative detail collected at signup. The payment, adjustment and patient portion each need to be recorded in the posting process.

Keep the scope clear with the team providing access. Teero handles posting and insurance aging after the primary claim goes out. It does not submit primary claims. Access for onboarding does not move that responsibility away from the office.

There is no software licence for Insurance Posting & Aging. Staff continue to look for payments in the practice management system. The supported systems are specific, so confirm the office uses one of them before treating the two-week timing as relevant to the practice.

Move payers toward electronic payments

Teero handles EFT and ERA enrollment with every payer that offers it, at no charge. Electronic payment enrollment and remittance access belong in the onboarding discussion together. One concerns how money arrives; the other provides the information needed to match and post it.

Paper payments do not fall outside the service. Teero posts all payments, paper and digital. Offices can upload EOBs while payers are being moved to EFT. The office therefore does not need to treat the transition as a choice between posting paper payments and pursuing electronic enrollment.

The goal is to move as many payers as possible to digital payments for faster cash flow. Payment timing is about 3 days for digital compared with about 21 days for paper. These are payment timing comparisons, not a promise that payer enrollment or the office's onboarding will finish in that number of days.

Include EOB uploads in the office's preparation for the transition. Uploads let the office provide those documents while payer payment methods change. They do not change the scope: paper checks, EFTs and virtual credit card payments all remain part of posting.

Understand each day's posting work

Every business day, Teero collects EOBs, ERAs, EFT remittances, paper checks and virtual credit card payments and matches them to claims. Posting is line by line inside the office's PMS. It is more than entering a single deposit total.

For each remittance, Teero posts the insurance payment to the correct patient and procedure. It applies the contractual adjustment, records the patient portion and attaches the EOB to the claim. It then closes the claim or moves the balance to secondary insurance or patient responsibility.

These steps explain what the office should look for when reviewing a posted payment. The payment amount is only one part of the record. The adjustment, patient portion, attached EOB and remaining balance explain what happened to the claim after insurance paid.

Secondary claims go out when the primary pays. That is distinct from submitting the original claim. Teero's work after primary payment includes those secondary claims, while the office continues to submit primary claims.

AI reads and matches information, and U.S.-based billers handle exceptions. The work stays within the same posting and aging scope. It does not turn the service into full-service billing that takes primary claim submission away from the office.

Review aging and decisions that need the office

Teero follows up with payers on claims over 30 days old. Denials are classified and corrected or appealed. Underpayments are checked against the fee schedule before a write-off. These tasks run alongside payment posting as part of Insurance Posting & Aging.

Some denials require an office decision. Teero flags those in the PMS with the denial reason, the payer's explanation, the appeal deadline and Teero's recommendation. The flag gives the office specific information to review rather than only a notice that the claim was denied.

Teero prepares and submits payer-specific appeals and submits secondary claims. Keep those activities separate from the office's responsibility for primary claims when assigning work internally. A denial flag can require the office's attention even though Teero handles the follow-up process.

Frequently Asked Questions

What does onboarding cost? The onboarding fee varies by practice. Insurance Posting & Aging is 2% of insurance collections, with volume discounts and an $800 monthly minimum. There is no contract or software licence.

Can we start with posting only? Yes. Posting can be bought without staffing or verification. Insurance Verification is an add-on at $5 per comprehensive breakdown, with eligibility checks free. One $800 minimum covers both; the monthly bill is the greater of $800 or 2% of insurance collections plus $5 times breakdowns.

Do paper EOBs prevent us from starting? Offices can upload EOBs while payers move to digital payments. Teero posts paper and digital payments and handles EFT and ERA enrollment with payers that offer it.

Conclusion

Prepare PMS access, adjustment rules and payer portal access for onboarding. Most offices are live within two weeks, then receive daily posting and aging follow-up inside the supported PMS. Keep primary claim submission with the office and review denial flags that need a decision. See Teero's Insurance Posting & Aging service.