Dental claims workflow and reconciliation

Dental claims posting,
under control.

Upload remittance PDFs/835s, match claims to bank transactions, route work to team members, and track every item through reconciliation.

See RevCanvas in action Explore the workflow

Built for office managers, billing teams, and multi-location dental operations that process high volumes of claims.

RevCanvas transactions table showing claims moving through the workflow

The document, deposit, owner, and workflow status. Visible in one place.

One accountable workflow

From remittance to reconciled

Claims posting should not depend on scattered documents, bank checks, and side-channel follow-up. RevCanvas connects each financial event to the work required to close it.

  1. 01

    Upload

    Bring EOPs, EOBs, PDFs, and 835s into one organized queue, with automated uploads available for many payers.

    Upload remittances and bank statements using the drag-and-drop upload area View full size
  2. 02

    Route

    Automatically assign transactions and claims to the right office and teammate, with a clear owner for every next step.

    Transaction controls for status, owner, location, and following in My Tasks View full size
  3. 03

    Match

    Upload a bank transaction CSV to match payments to deposits and see which remittances have cleared.

    Transactions table with green checkmarks identifying payments matched to bank deposits View full size
  4. 04

    Communicate

    Keep comments, teammate mentions, and payment updates alongside the transaction so every follow-up has context.

    Diane Carter and Amanda Wallace coordinating payment follow-up in transaction comments View full size

Built around the work

Know what arrived, who owns it, and what happens next.

Give every claim and transaction a clear place in the workflow. All without adding another spreadsheet, notebook, or status meeting.

Upload and organize

Parse remittance documents and group the work by location, payer, age, cleared status, and owner.

Post at the right time

Match claims against bank transactions and surface items that still need review.

Keep work moving

Track status at the claim and transaction level, and resolve questions in context.

Manage with confidence

Follow work across locations while role-based access keeps responsibility clear.

“This is actually fun to use. I know the money hits the bank and then RevCanvas matches. It’s great to see!”

C.G., Office Manager

“What an amazing time-saver.”

M.S., Insurance and Billing Coordinator

See it for your team

Less chasing claims. More control of your day.

See how RevCanvas brings your remittances, bank deposits, and team’s next steps together.

  • Turn PDFs and 835s into organized, actionable claims.
  • Match payments to deposits with less manual work.
  • Keep every location and team member on the same page.

See RevCanvas in action

Tell us where to reach you. We’ll follow up to arrange a personalized demo.

No credit card required. We’ll use your details to follow up on your demo request.