Resources
Should You Outsource Your Dental Insurance Billing?
Outsourcing aspects of your business to an outside provider has been a common tactic of many businesses for years. It’s becoming much more prevalent in dentistry post-covid, due to challenges many offices are experiencing challenges finding and retaining enough team members to stay functional.
Read MoreUnderstanding Secondary Insurance
Secondary insurance is one of the most misunderstood—and most mishandled—areas of dental billing. During this Office Hour session, we walked through the rules, myths, and real‑world math behind coordination of benefits, secondary EOBs, write‑offs, deductibles, and overpayments. The goal was simple: make something complex feel predictable.
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Predeterminations in Dentistry: Helpful Tool or Hidden Roadblock?
Predeterminations are one of the most debated tools in dentistry. Some offices rely on them constantly. Others avoid them altogether. And the truth is—predeterminations can either help your practice or quietly hold it back, depending on how they’re being used.
Read MoreDo You Dismiss Patients Over Money?
Dismissing patients who owe money seems to be a common practice—but is it the best one? Let’s take a moment to explore this situation.
Dental Insurance Insights: 10 Member Questions Answered
Insurance and coding questions tend to fall into recognizable patterns. When those patterns are understood, the solutions become far more predictable. During a recent Office Hour session, we walked through member questions involving hybrid cases, recoupments, secondary insurance, network changes and more.
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How to Bill When a Patient Has Maxed Out Their Benefits
This is one of the most common billing questions, and understandably so. Most offices have heard of “non-covered service laws,” but few have had the time to investigate what those actually mean, especially when handling situations where a patient has maxed out their dental insurance.
Read MorePlanning for a Stronger, More Profitable Year in Your Dental Practice
Every successful year is built through intentional planning, honest evaluation, and consistent systems. In my annual strategy session for Dental Insurance Guy, I shared the framework I use to help practices move into the new year with clarity, confidence, and financial stability.
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2026 ADA Code Updates: What You Need to Know
The 2026 ADA code updates are here, and while there are several additions and clarifications, the bottom line remains the same: codes exist for billing and documentation—not guaranteed reimbursement.
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How to Decide Between Prep Date and Seat Date for Claims Submission
Filing claims on either prep date or seat date is legitimate. Which one to choose depends on selecting the set of pros and cons that works best for your office. The main concern arises when treatment spans two policy years, and offices should take steps to prevent these issues.
Read MoreThe Most Common Challenges: Understanding the Insurance Challenge
The prior article discussed how to gather great information—through verifications and breakdowns—to use when creating treatment estimates for patients. The next step is learning how to process that information correctly. Insurance can be extremely complex, but thankfully, it’s also highly predictable. It only seems unpredictable when it’s not well understood, which is quite common.
Read MoreThe Most Common Challenges: Verification and Breakdown Challenge
Getting information from an insurance company can be tedious, difficult, time-consuming, and just an overall pain in the rear. Because of this, most offices tend to try to bypass or skip this step, which leads to many other issues: poor collections, inaccurate estimates, unhappy patients, negative atmosphere, and more.
Read MoreThe Most Common Challenges: The Estimating Challenge
Most offices routinely use the term “estimate” when presenting treatment plans. However, the way we, as dental professionals, understand the term is often very different from how patients perceive it. So when they receive a surprise bill later, it can feel like a betrayal. Patients typically work within a fixed monthly budget, and an unexpected bill can throw that off entirely.
Read MoreInsurance Forms
Denture Timelines - Levels 1-3
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Treatment Plan Template
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Crown Narrative Form
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Insurance Overpayment Letter
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Insurance Letter Deny Refund
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Patient Forms
Do Not Bill to Insurance - Patient HIPAA Restriction Request Form
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1) Patient Form - Getting To Know You As Our Patient
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2) Patient Form - Financial and Insurance Form
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3) Patient Form - Medical History
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4) Patient Form - Dental History
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5) Patient Form - Informed Consent for Services
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Consent for Use and Disclosure of Health Information
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Dental History Form
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Secondary Insurance
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Update Medical History
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Consent Forms
Consent for Use and Disclosure of Health Information
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In Office Bleaching Consent Form
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Informational Informed Consent: Oral Sedation
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Oral Sedation Informed Consent
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Perio Informed Refusal
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Employment Forms
Reference Letter Sample
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I-9 Form
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W-4 Form
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Employee Key Agreement Form
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General Team Expectations
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Team Dental Benefits Option 2
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Practice Management
End of Year Letters
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Bleaching Syringe Log
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Bleaching Trays Tracking Sheet
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Lab Case Tracking
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Lab Cases
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Limited Exam Checklist
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Limited Warranty
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Medical Consult Request
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Refund - Liability Release
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School/Work Excuse
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X-Ray Protocol
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XRay Training- Anterior PAs
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Sample Hygiene Clinical Note for SRP
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Non-Covered Services by State
Laws preventing insurance companies from dictating fees for non-covered services.
Read MoreInterpreting Non-Covered Services Laws - Cheat Sheets
(Member Benefit) Breakdown interpretation of how to understand Non-Covered Service laws in each state.
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Assignment of Benefit Laws
State laws requiring insurance companies to send AOB to OON providers when requested.
Read MoreInsurance Recoupment Laws
Insurance recoupment laws encompass several key concepts. It is essential for stakeholders to be aware of these nuances to ensure compliance within the complex landscape of insurance recoupment.
Read MoreInsurance Commissioner Contacts by State
Read MoreInternal Coding Examples
Many procedures and visits are not covered by ADA codes, hence the need for offices to create a good set of internal codes for both tracking and patient billing purposes. Here is a basic list to help you think about what codes you may need to create for your office's function.
Examples access is included with paid membership. Join today or login to view.
How to Handle an Appeal Chart
Let´s face it, insurance claims get denied. When it happens, it´s important to understand what recourse you have. This chart lists the most common EOB denial language, whether an appeal can potentially change the outcome, and what specific action is recommended.
Chart access is included with paid membership. Join today or login to view.
Secondary Insurance Calculator
This calculator is designed to assist teams with correctly inputting reimbursements from multiple insurance companies. It will help you determine the correct input and write offs for accounts and claims that involve secondary insurance.
Calculator access is included with paid membership. Join today or login to view.
Narrative Templates for Periapical X-rays
Access our narrative templates for periapical x-rays.
Templates access is included with paid membership. Join today or login to view.
Buy the Book! Understanding Dental Insurance: A Guide For Dentists and Their Teams
This book, written by Dr. Travis Campbell, serves as an additional training tool offering in-depth information for the more experienced, as well as a quick “look up” to have in your office for anyone with questions about dental insurance. Packed with information, illustrations, examples, tips and case studies, this guide covers every aspect of dental insurance from claims for simple fillings to complex hybrid denture and implant cases in real life situations.
Read MoreOld habits die hard. If your current dental insurance claims process hasn’t been updated, it’s likely outdated.
Up-to-date, ongoing billing education isn’t just helpful, it’s essential for your practice to thrive.
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