Bracket

AI Financial Intelligence

Smarter Insurance, Cleaner Ledgers & Faster Collections—Powered by Bracket OS

Orthodontic finances are complex: insurance rules shift constantly, payment plans evolve with treatment changes, and collections can drain administrative time. Bracket OS transforms all of this with AI Financial Intelligence, a deeply integrated financial engine that connects insurance, contracts, ledgers, and collections into one automated workflow.

Our AI doesn’t just report what happened—it predicts what’s coming, prevents errors, and proactively strengthens the financial health of your practice.

AI Insurance Automation

Insurance that practically runs itself.

Bracket OS automates the entire insurance workflow from verification to claims to aging follow-up. Because the financial, clinical, and operational systems all share the same data graph, the AI always knows:

  • Coverage details & benefit maximums
  • Allowed amounts and remaining benefits
  • Claim timing rules
  • Expected reimbursements
  • Coordination of benefits
  • Clinical events that trigger new claims
  • When claims are behind, stalled, or underpaid

What the AI Does Automatically

  • Predicts reimbursement amounts
  • Generates claims based on clinical events
  • Flags discrepancies and underpayments
  • Suggests corrections and resubmissions
  • Alerts staff when payer responses don’t match expected values
  • Helps train teams by explaining why a claim should be coded a certain way

Result

Insurance stops being a black box.
Your team gets clarity, accuracy, and radically less manual work.

AI-Powered Ledger Intelligence

The cleanest ledgers you’ve ever seen—automatically maintained.

Ledger errors are one of the biggest hidden costs in orthodontics. Bracket OS uses AI to automatically:

  • Detect inconsistencies
  • Reconcile misapplied payments
  • Link financial events to clinical milestones
  • Suggest contract adjustments when treatment changes
  • Forecast remaining revenue in real time
  • Highlight risks before they become problems

How the AI Understands Your Ledger

Because it has access to the unified data graph, the AI knows:

  • Who paid
  • What they paid for
  • Which treatment stage they’re in
  • Whether the payment aligns with clinical progress
  • Whether the ledger matches the contract terms

It doesn’t just track money—it understands it.

Claims Prediction Engine

Know what insurance will pay—before you ever submit.

Our AI Claims Prediction Engine uses historical data, payer behavior, clinical context, and contract terms to forecast:

  • Likely reimbursement amount
  • Expected payment timeline
  • Probability of denial or delay
  • Recommended coding for maximum accuracy
  • Whether additional documentation is needed

Why It Matters

Predictability gives you control.
You know cash flow before it happens, which transforms scheduling, billing, and budgeting.

AI Collections Optimization

Collect more, with less tension and zero chase.

Collections should be proactive—not reactive. Bracket OS uses AI to personalize financial engagement to each patient’s behavior, preferences, and history.

The AI automatically identifies:

  • Patients likely to miss payments
  • Accounts trending toward delinquency
  • Opportunities to update expired cards on file
  • The best communication channel for each patient
  • The right tone and timing for reminders
  • When to escalate or intervene

Automated Collection Workflows

The AI can:

  • Send gentle reminders before a payment is missed
  • Trigger card-on-file updates
  • Suggest modified payment plans for at-risk families
  • Generate follow-up tasks for staff when human attention is needed
  • Track all actions in a compliant audit trail

End Result

More revenue, fewer uncomfortable conversations, and less work for your team.

Connected to Clinical Reality

Financial intelligence that aligns perfectly with treatment.

Because Bracket OS AI understands the clinical context, financial automation becomes smarter:

  • If treatment extends → AI suggests contract updates.
  • If treatment accelerates → AI adjusts future billing forecasts.
  • If appliances change → AI updates insurance claims.
  • If a patient pauses treatment → AI pauses autopay and recalculates balances.

No human has to manually reconcile clinical events with financial records—the system does it for you.

Why It Matters for the Modern Orthodontic Practice

With AI Financial Intelligence, your practice gains:

Operational Efficiency

  • Fewer manual tasks
  • Shorter financial queues
  • Clean, consistent ledgers

Financial Predictability

  • Accurate revenue forecasting
  • Real-time insurance insights
  • Lower AR and faster collections

Patient Transparency

  • Clear payment expectations
  • Personalized communication
  • Fewer surprises and disputes

Practice Growth

  • More stable cash flow
  • Stronger financial foundation
  • Staff freed to focus on service, not spreadsheets

AI Financial Intelligence from Bracket OS

The future of orthodontic financial management is proactive, predictive, and fully automated.

Powered by the Bracket OS unified data graph and AI agent, your financial workflows become smart, consistent, and effortless—from claims to contracts to collections.

Your team focuses on people.
Your software handles the paperwork.
Your practice grows with confidence.