Canopy connects to the practice management system you already run and works the whole revenue cycle for you. It starts with insurance verification, and it writes every result straight back into your PMS, so your team never re-keys the same thing twice.
Verification lives in one system, claims in another, aging in a spreadsheet, and denials in someone's head. Every handoff gets re-keyed by hand, and every gap is revenue you never collect.
Staff re-type the same patient, plan, and benefit details into the PMS, the payer portal, and a tracking spreadsheet. That's one job done three times over.
Eligibility goes unchecked before the visit, claims sit without follow-up, and denials never get reworked. When no one owns the cycle from start to finish, things fall through.
No one can see in one place whether a given dollar has been verified, submitted, aged, or denied. So you end up managing the whole thing half-blind.
Canopy syncs with your practice management system. Your team works in Canopy, and the results land back in your PMS on their own.
Link Canopy to your practice management system in minutes. OpenDental is supported today, and there's nothing to rip out or replace.
Canopy pulls your schedule and flags exactly who needs insurance verified before their upcoming visit.
Your team records eligibility and benefits in one clean worksheet, with no toggling between payer portals and the chart.
Canopy writes the result straight into your PMS, where your team already looks. Nobody keys it a second time.
Canopy reads your patients, schedule, and insurance, then writes results back where your team already works. OpenDental is supported today, with more systems on the roadmap. Your PMS stays the source of truth.
Canopy builds a daily worklist from your schedule, so no patient is seen with insurance still unverified.
Record once in Canopy and it writes back to your PMS. Your team stops re-keying the same data across systems.
See where every patient and dollar sits: verification today, with claims, aging, and denials as the platform grows.
PHI encrypted in transit and at rest, per-user audit logging, and a signed BAA with every practice.
Insurance verification is live in early access. Everything after it runs on the same connection to your PMS, so each stage builds on the last instead of becoming another disconnected tool.
Eligibility and benefits, verified from your schedule and written straight back to your PMS. No second pass by hand.
Build and submit clean claims from already-verified data, so fewer come back rejected in the first place.
Track every outstanding claim in one place and chase what's overdue before it ages out.
Rework, resubmit, and appeal denials with the full claim history already in the system.
Tell us about your practice and what you run. We'll be in touch to set up a walkthrough, usually within two business days.