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AI Phone Call Follow Up for Outstanding Claims

What We Do for You

DayDream automatically calls insurance companies on your behalf to check the status of outstanding claims. Our AI agent handles these calls in the background, so you don’t need to initiate anything - it’s all part of our comprehensive billing service. Once the call is complete, you can view the full conversation details and any important updates that were discovered.

How to Access AI Phone Call Information

1

Filter your claims

Use the “With AI Phone Calls” toggle to show only claims that have been called by our AI agent.
2

Select the claim

Click on the desired claim to view its details.
3

Navigate to Timeline

Go to the Timeline section on the right side of the claim view.
4

View call details

Click “View Call Details” to see the full conversation information and transcript.

Information You’ll See

Our AI phone calls provide you with valuable insights: Why the Claim is Outstanding - Clear explanation from the insurance representative about why your claim hasn’t been processed yet. Actions Taken - What the insurance representative was able to do during the call, such as sending a fax or updating claim status. Next Steps - Recommended actions you can take to move the claim forward. Important Updates - Key information like payment confirmations or EOB availability will be highlighted at the top of the page and are clickable for easy access to relevant conversation details.
AI Phone Call Follow Up interface showing timeline and call details

Benefits for Your Practice

  • Saves time - No need for your staff to spend hours on hold with insurance companies
  • Consistent follow-up - Claims are automatically checked without manual intervention
  • Detailed records - Full transcripts provide clear documentation of all conversations
  • Faster resolution - Quick identification of issues and next steps
  • Transparency - You can see exactly what was discussed and what actions were taken

Frequently Asked Questions

Use the “With AI Phone Calls” filter on your Outstanding Claims page to see only claims that have been contacted by our AI agent.
Our AI agent is just one part of our comprehensive follow-up process. If a call doesn’t provide actionable information, our billing team will continue with other investigation methods like portal checks and manual follow-up.
Yes! Click “View Call Details” in the Timeline section to see the complete conversation transcript and all associated information.
AI phone calls are automatically triggered for claims that need status updates. This happens in the background as part of our ongoing billing service - no action required from you.
Our billing team will review the call results and take appropriate action. If we need anything from your office, we’ll create a task for you in DayDream with clear instructions.
Yes! AI phone call follow-up is included as part of our comprehensive billing service at no additional cost.