Observe the source
Read the current PMS, payer, remittance, or settlement record without turning an unavailable answer into success.
The Autumn platform
Connected systems. Controlled actions.
The platform connects Eaglesoft, Dentrix, Open Dental, payer channels, remittances, and settlement evidence, then carries repeatable work forward without hiding the source or skipping review.
Source-awareAutomation with reviewControlled write-back
Connection and control
Every action runs the same disciplined path.
- Step 1Read sourcePMS, payer, and bank records
- Step 2NormalizeOne shape for every system
- Step 3Run checksEvidence before action
- Step 4PrepareThe work, staged for review
- Step 5ConfirmA person approves what matters
- Step 6Verify writeRead back what changed
What sits underneath the service
Connection, automation, and proof.
Autumn normalizes records from practice systems and payer channels, keeps provenance attached, and separates observation from preparation and financial action. When a supported write returns to the PMS, the confirmation or exception remains visible.
The details
Two platform capabilities support every service workflow.
Integrations
Read the schedules, patients, plans, claims, and payment context in the PMS; reach the payer channels used for eligibility, status, and remittances; preserve the source of every result.
See integrationsAutomations and AI
Schedule routine checks, apply deterministic matching and financial logic, organize language and evidence, and route uncertainty or consequential actions to a person.
See automationThe control model
Observe. Prepare. Confirm.
Autumn names which source produced a fact, what automation inferred or prepared, and which action a person confirmed.
Prepare the work
Normalize records, run checks, match related evidence, and build the next action or review queue.
Confirm the consequence
Require a person where ambiguity or financial writes matter, then retain the result of the supported write-back.
The revenue cycle
The whole revenue cycle, and who carries each step.
Eleven steps run between a booked appointment and money posted in the practice management system. Your team owns three of them, and all three happen in the practice.
Before the visit
Appointment booked
The schedule is set in your practice management system.
Insurance verified
Eligibility and benefits checked ahead of the chair.
Copay prepared
Remaining maximum, deductible, and patient portion ready.
In the chair
Treatment delivered
The part only your practice can do.
Claim created and sent
Submitted from your practice system.
With the payer
Receipt confirmed
The payer accepted it and has what it needs.
Processing tracked
Status, delays, and requests for more information.
Denials worked
Rejections, denials, and underpayments answered.
The money
Remittance read
Every claim and procedure line, not just the total.
Deposit matched
Bank settlement tied to the remittance that explains it.
Posted to the PMS
Payments, adjustments, and patient portions written back.
Eleven steps between a booked chair and posted money. Your team owns three, and all three happen inside the practice.