Case Study: Planet DDS achieves scalable agent accountability and faster insurance eligibility processing with Quickbase

Planet DDS Scales Practice Management Services with Quick Base

Planet DDS, an Irvine-based provider of cloud dental practice management apps and outsourced Revenue Cycle Management, faced a scaling problem: its spreadsheet-based insurance eligibility workflow couldn’t keep up with roughly 100 remote agents updating up to 10,000 patient records daily or meet the 48-hour deadline for delivering eligibility data. The lack of centralized tracking prevented timely follow-up, quality audits, and accurate billing tied to completed transactions.

Planet DDS built a Quick Base app to centralize eligibility and reimbursement data, give agents real-time access, trigger alerts and reminders, and generate reports and invoices that integrate with practice management systems. The solution reduced calls to insurers, sped response times, enabled real-time transaction auditing and agent accountability, improved billing accuracy and financial insight, and increased customer satisfaction.

Planet DDS

Bill Jackson

DDS VP, Business Development Planet DDS