These are the need to know dental insurance terms for claims, EOB, Pre Determinations for the person responsible for billing insurance at your dental office.
As soon as you receive a new patient’s insurance information, verify their benefits. This can be done by phone, or online. Each office has their own specifications as to what they are looking to verify. Minimally, you want to make sure you know the basic coverage and that their insurance will pay if they come to your office. I would suggest that you have a benefit breakdown form to follow along with and fill in all the information you need as you go. There is a template available in the Resources section of our site that you can use or adapt to work for your office.
I would not wait until the day of the appointment to do this if you can avoid it. Try to get the benefits verified at least 48 hours in advance so that when you make the confirmation calls you are confident that their insurance will work in your office. If there were any issues that arose during verification, you will then be able to discuss them with the patient during your call and prior to their treatment.
Current Patients: I suggest that anytime a patient tells you that their insurance has changed, collect all their new information and call to get their benefits verified so you are ready for their next visit.
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