Dental Insurance Verification Form

Access this dental insurance verification form and elevate your billing process. Intuitively designed and easily used, this template will help you receive timely reimbursements.

By Wynona Jugueta on Mar 06, 2024.

Fact Checked by Ericka Pingol.

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What is a Dental Insurance Verification Form?

A dental insurance verification form is a document that is completed when a new patient signs up to receive treatment at a dental practice. Essentially, these forms gather information pertaining to a patient’s insurance provider so the practice can validate it prior to the patient receiving treatment services. When it comes time for billing, the dental practice will already have all of the information they need to process accurate and timely claims, which should result in a reduction in denials. The medical billing process can quickly become complicated and time-consuming, so utilizing resources like an insurance verification form is in the best interest of both dental practitioners and patients. To help make this process as seamless as possible, we have created an intuitive and well-designed that can be accessed, downloaded, and distributed with ease. The template allows you to quickly gather all of a patient’s insurance information, so you can spend your time developing an effective treatment plan rather than worrying about billing. In this guide, we’re going to show you how you can implement this form within your practice, before outlining some of the many benefits it will result in. Let’s get started!

Printable Dental Insurance Verification Form

Download these dental insurance verification forms to improve your client's therapy outcomes and mindfulness journey.

How To Use This Template For Dental Insurance Verification Form

Fortunately, using this dental insurance verirfication form template is very simple, as long as you follow this step-by-step guide. 

Step One: Access the template

Naturally, the first thing you need to do is access the insurance verification form. If you click on the link that is displayed on this page the document will open in a PDF reader. From here, you should download the template onto your device where it can either be distributed electronically or printed into a physical copy. 

Step Two: Give the form to patients

When a patient signs up to receive treatment at your dental practice, you need to distribute the insurance verification form to them. The template includes patient personal details as well as insurance information, so it’s easiest to allow patients to complete it themselves. There may be some sections that the patient is unsure about, and these can just be filled in by you when the form is returned. 

Step Three: Validate the insurance

This step is likely the most important part of the process. After the patient returns the completed insurance verification form, you need to validate the information. There are a few ways that you can go about this. The old-school, more traditional method of verifying insurance is to directly call the insurance provider and confirm details with them. If this doesn’t work for you, you can also search online insurance directories that display this information – just make sure that the directory is up-to-date. Finally, you may have software in place at your dental practice that automates the verification process by validating patient insurance for you. This last option is highly efficient and allows you to essentially hand off the validation process.

Step Four: Input data to system

Finally, when the patient’s insurance information has been verified, you need to upload the relevant data to your EHR system. This ensures that the data can be easily accessed when it comes time to submit your claims, and also allows you to maintain an accurate client file.

Dental Insurance Verification Form Example (Sample)

To help you visualize what the dental insurance verification form looks like, we’ve created a sample copy. This example will evidently differ from patients who complete your forms, but it should give you an insight into how the layout and structure work.

Download this Dental Insurance Verification Example (Sample) here: 

Dental Insurance Verification Form Example (Sample)

Who Can Use this Printable Dental Insurance Verification Form (PDF)?

As the title suggests, our dental insurance verification form has been designed with dental practitioners in mind. That being said, this form can also be used by nurses working at a dental practice, or dental hygienists. Additionally, the verification form 

can be implemented within a wide range of different healthcare facilities, including:

  • Dental or orthodontist practice
  • Hospital
  • Community dental service clinics
  • Aged care facilities
  • Childcare facilities

Because the form has been specifically developed for this field of healthcare, it will work best at the practices listed above. That being said, if your workplace isn’t in this list, that doesn’t mean you can’t use the form. If you are verifying a patient’s insurance information and work within the dental industry, then this resource can definitely be applied!

Why is This Form Useful for Dentists?

The dental industry is fast-paced and often stressful. In addition to clinical services, dental practitioners are required to complete various administrative tasks that can be time-consuming. We understand this environment, and have ensured that our verification form has a range of different uses, including the following:

  • Automate insurance verification: First and foremost, this template aims to streamline the insurance verification process. Having to chase down patients for missing information, or spending hours on the phone trying to gather data is an unproductive use of time. With this form, you won’t have to do either of these tasks and can instead spend your time developing effective treatments for patients in need. 
  • Improve organization: Having standardized data intake helps to simplify the process of submitting claims. Using our template will enable fantastic standardization and ensure that all of your data is collected in a coherent and consistent way. 
  • Save time: Finally, this form will save both clinicians and administrative staff a lot of time. The verification form structure and layout have already been managed, and patients are the ones who spend time completing the form.
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Why Use Carepatron For Medical Dental Insurance Verification Form?

Investing in practice management software is one of the best decisions that you can make for your dental practice. Figuring out how to effectively automate insurance verification can take a bit of time, but with a system like Carepatron, the automation is all done for you. In addition to robust templates like the insurance verification form, Carepatron is also integrated with specific medical coding and billing features. These help scan your claims for you to assess their accuracy and will alert users of any errors. Carepatron offers a client portal, voice-to-text transcription, and advanced storage capabilities: solutions that will ensure efficient insurance management, all while staying HIPAA-compliant. In addition to these tools, the platform also targets appointment scheduling, mobile health, patient engagement, and clinical documentation. An all-in-one solution perfect for any dental practice, Carepatron will help you save both time and money.

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Why is it important to verify a patient's dental insurance?
Why is it important to verify a patient's dental insurance?

Commonly asked questions

Why is it important to verify a patient's dental insurance?

Even if a patient has health insurance, their plan may not cover dental treatment. Prior to delivering dental treatment to patients, it is extremely important that you check whether they have coverage, so then both you and your patients are aware of financial expectations and responsibilities. There’s nothing worse than forgetting to verify insurance, submitting a claim, and being denied because the insurance information was wrong.

When should I verify a patient’s insurance information?

It is an extremely good idea to verify your patient’s insurance information before they come into the practice for their appointment. During busy periods, this task is often overlooked. While this is understandable, it only leads to negative outcomes in the future. As soon as your patient returns the completed form to you, you should immediately verify the data.

Where do I store patient insurance information?

The returned insurance verification forms contain confidential information regarding a patient and their personal details. As such, these forms are covered by HIPAA. Most dental practices have EHR systems in place, and using this software to store your patient insurance information is a good idea, as they typically have high-quality security measures in place.

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